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 753 institutions that hold shares in the stock, with a total of 89.5 Million shares, which have been reported (via 13F filing form) to have a value of $7.68 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vision Financial Markets LLC
Stamford, CT |
Aug 01, 2025 Q2 2025 |
429
shares
|
$36,825
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
422
shares
|
$36,224
0.0% of portfolio
|
Q2 2025
Reduced 20.97%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
405
shares
|
$34,765
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
400
shares
|
$34,336
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
373
shares
|
$32,018
0.0% of portfolio
|
Q3 2024
Added 81.07%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
370
shares
|
$31,760
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
366
shares
|
$31,417
0.0% of portfolio
|
Q2 2025
Reduced 63.33%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
361
shares
|
$30,988
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
360
shares
|
$30,902
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
360
shares
|
$30,902
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
335
shares
|
$28,756
0.0% of portfolio
|
Q2 2022
Added 11.67%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
333
shares
|
$28,584
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hallmark Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
327
shares
|
$28,069
0.0% of portfolio
|
Q2 2025
Added 483.93%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Jul 30, 2025 Q2 2025 |
323
shares
|
$27,726
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
322
shares
|
$27,640
0.0% of portfolio
|
Q2 2024
Reduced 2.13%
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
309
shares
|
$26,524
0.01% of portfolio
|
Q3 2020
Reduced 13.2%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
308
shares
|
$26,438
0.01% of portfolio
|
Q2 2025
Reduced 35.29%
|
|
|
Godsey & Gibb Associates
|
Jul 23, 2025 Q2 2025 |
304
shares
|
$26,095
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Keystone Global Partners, LLC
Denver, CO |
Jul 16, 2025 Q2 2025 |
302
shares
|
$25,923
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
301
shares
|
$25,837
0.01% of portfolio
|
Q1 2025
Reduced 39.92%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
300
shares
|
$25,752
0.0% of portfolio
|
Q3 2024
Added 115.83%
|
|
|
Garrison Bradford & Associates Inc
New York, NY |
Aug 05, 2025 Q2 2025 |
300
shares
|
$25,752
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Aug 06, 2025 Q2 2025 |
283
shares
|
$24,292
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Aug 12, 2025 Q2 2025 |
277
shares
|
$23,777
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
275
shares
|
$23,606
0.0% of portfolio
|
Q2 2025
New holding
|