Institutional Ownership Vaneck Morningstar Wide Moat E (MOAT)
This table provides information about the institutional ownership of Vaneck Morningstar Wide Moat E (MOAT). We have compiled data on the 713 institutions that hold shares in the stock, with a total of 98.6 Million shares, which have been reported (via 13F filing form) to have a value of $8.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Parametrica Management LTD
|
Nov 05, 2024 Q3 2024 |
41,000
shares
|
$3.52 Million
4.21% of portfolio
|
Q3 2024
New holding
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Jan 24, 2025 Q4 2024 |
40,661
shares
|
$3.49 Million
2.46% of portfolio
|
Q4 2024
Reduced 5.78%
|
|
|
Paragon Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
39,858
shares
|
$3.42 Million
1.35% of portfolio
|
Q4 2024
Added 11.86%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
39,640
shares
|
$3.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.77%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
39,615
shares
|
$3.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 80.36%
|
|
|
Anson Capital, Inc.
|
Oct 24, 2024 Q3 2024 |
39,533
shares
|
$3.39 Million
3.28% of portfolio
|
Q3 2024
Reduced 6.92%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Jan 16, 2025 Q4 2024 |
39,492
shares
|
$3.39 Million
1.27% of portfolio
|
Q4 2024
Reduced 3.36%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Oct 16, 2024 Q3 2024 |
39,453
shares
|
$3.39 Million
3.15% of portfolio
|
Q3 2024
Added 22.96%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Oct 25, 2024 Q3 2024 |
39,325
shares
|
$3.38 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 22, 2024 Q3 2024 |
39,158
shares
|
$3.36 Million
2.58% of portfolio
|
Q3 2024
Added 7.41%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
39,089
shares
|
$3.36 Million
0.1% of portfolio
|
Q2 2020
Added 12.24%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
38,760
shares
|
$3.33 Million
0.93% of portfolio
|
Q3 2024
Added 212.15%
|
|
|
Iron Financial, LLC
|
Jan 22, 2025 Q4 2024 |
38,682
shares
|
$3.32 Million
1.89% of portfolio
|
Q4 2024
Reduced 10.24%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Nov 14, 2024 Q3 2024 |
38,480
shares
|
$3.3 Million
0.97% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
38,394
shares
|
$3.3 Million
0.34% of portfolio
|
Q3 2024
Added 18.92%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
38,325
shares
|
$3.29 Million
0.46% of portfolio
|
Q1 2024
New holding
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 08, 2024 Q3 2024 |
38,099
shares
|
$3.27 Million
1.07% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jan 30, 2025 Q4 2024 |
37,902
shares
|
$3.25 Million
1.37% of portfolio
|
Q4 2024
Added 9.98%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
36,578
shares
|
$3.14 Million
0.79% of portfolio
|
Q1 2024
Added 9.74%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
36,515
shares
|
$3.13 Million
2.22% of portfolio
|
Q3 2024
Reduced 11.65%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
36,433
shares
|
$3.13 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
36,209
shares
|
$3.11 Million
1.44% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
36,170
shares
|
$3.1 Million
0.29% of portfolio
|
Q4 2024
Added 18.5%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
36,000
shares
|
$3.09 Million
0.18% of portfolio
|
Q4 2024
Reduced 10.0%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jan 24, 2025 Q4 2024 |
35,916
shares
|
$3.08 Million
1.79% of portfolio
|
Q4 2024
New holding
|