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 752 institutions that hold shares in the stock, with a total of 104 Million shares, which have been reported (via 13F filing form) to have a value of $8.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Community Trust Na
|
Jan 14, 2025 Q4 2024 |
8,242
shares
|
$707,493
0.51% of portfolio
|
Q4 2024
Reduced 17.39%
|
|
|
Autumn Glory Partners, LLC
|
Jan 30, 2025 Q4 2024 |
8,121
shares
|
$697,106
0.35% of portfolio
|
Q4 2024
Added 2.65%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
8,048
shares
|
$690,840
0.05% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
7,974
shares
|
$684,488
0.09% of portfolio
|
Q4 2024
Reduced 7.27%
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
7,958
shares
|
$683,114
0.46% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
Feb 14, 2025 Q4 2024 |
7,925
shares
|
$680,282
0.22% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
Clarus Group, Inc.
|
Jan 29, 2025 Q4 2024 |
7,831
shares
|
$672,213
0.24% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Feb 10, 2025 Q4 2024 |
7,661
shares
|
$657,620
0.96% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
7,321
shares
|
$628,434
0.18% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
7,309
shares
|
$627,404
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
7,091
shares
|
$608,691
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Feb 07, 2025 Q4 2024 |
7,076
shares
|
$607,403
0.26% of portfolio
|
Q4 2024
Reduced 28.34%
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
7,066
shares
|
$606,545
0.12% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
6,917
shares
|
$593,755
0.09% of portfolio
|
Q2 2023
Added 0.39%
|
|
|
Randolph CO Inc
Cincinnati, OH |
Feb 14, 2025 Q4 2024 |
6,909
shares
|
$593,068
0.07% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Western Pacific Wealth Management, LP
|
Jan 24, 2025 Q4 2024 |
6,767
shares
|
$580,879
0.48% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
6,716
shares
|
$576,501
0.21% of portfolio
|
Q3 2024
Reduced 7.8%
|
|
|
360 Financial, Inc.
|
Feb 13, 2025 Q4 2024 |
6,555
shares
|
$562,681
0.02% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
6,538
shares
|
$561,221
0.11% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
6,480
shares
|
$556,243
0.06% of portfolio
|
Q4 2024
Reduced 32.04%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
6,375
shares
|
$547,230
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
6,297
shares
|
$540,534
0.03% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
6,278
shares
|
$538,903
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
6,259
shares
|
$537,272
0.04% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jan 27, 2025 Q4 2024 |
6,247
shares
|
$536,242
0.07% of portfolio
|
Q4 2024
Reduced 1.42%
|