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 |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
328,477
shares
|
$28.2 Million
0.43% of portfolio
|
Q2 2025
Reduced 62.53%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
318,291
shares
|
$27.3 Million
0.63% of portfolio
|
Q2 2025
Added 6.33%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
316,538
shares
|
$27.2 Million
0.69% of portfolio
|
Q2 2025
Added 8.02%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
314,920
shares
|
$27 Million
3.37% of portfolio
|
Q1 2023
Reduced 3.09%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Aug 12, 2025 Q2 2025 |
312,899
shares
|
$26.9 Million
6.2% of portfolio
|
Q2 2025
Added 84.34%
|
|
|
Planned Solutions, Inc.
|
Jul 29, 2025 Q2 2025 |
303,887
shares
|
$26.1 Million
11.02% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
291,184
shares
|
$25 Million
0.06% of portfolio
|
Q2 2025
Added 310.88%
|
|
|
Tanager Wealth Management LLP
|
Jul 18, 2025 Q2 2025 |
272,580
shares
|
$23.4 Million
3.02% of portfolio
|
Q2 2025
Reduced 45.03%
|
|
|
Ggm Financials LLC
Columbus, OH |
Jul 23, 2025 Q2 2025 |
267,876
shares
|
$23 Million
5.18% of portfolio
|
Q2 2025
New holding
|
|
|
Virtus Wealth Solutions LLC
Cranford, NJ |
Jul 28, 2025 Q2 2025 |
267,876
shares
|
$23 Million
5.18% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Buttonwood Financial Advisors Inc.
|
Jul 15, 2025 Q2 2025 |
267,249
shares
|
$22.9 Million
9.52% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Aug 05, 2025 Q2 2025 |
266,054
shares
|
$22.8 Million
1.18% of portfolio
|
Q2 2025
Reduced 69.81%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 22, 2025 Q2 2025 |
253,582
shares
|
$21.8 Million
5.09% of portfolio
|
Q2 2025
Reduced 16.74%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
250,703
shares
|
$21.5 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
250,011
shares
|
$21.5 Million
1.83% of portfolio
|
Q2 2025
Reduced 13.17%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
247,757
shares
|
$21.3 Million
0.45% of portfolio
|
Q2 2025
Added 560.88%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
246,382
shares
|
$21.1 Million
0.48% of portfolio
|
Q2 2025
Reduced 4.88%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
243,611
shares
|
$20.9 Million
1.15% of portfolio
|
Q2 2025
Reduced 12.09%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
243,476
shares
|
$20.9 Million
0.32% of portfolio
|
Q2 2025
Reduced 5.41%
|
|
|
Beaumont Asset Management, L.L.C.
|
Jul 23, 2025 Q2 2025 |
232,928
shares
|
$20 Million
11.06% of portfolio
|
Q2 2025
Reduced 6.64%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
230,122
shares
|
$19.8 Million
4.91% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
229,821
shares
|
$19.7 Million
0.02% of portfolio
|
Q2 2025
Reduced 6.41%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
229,333
shares
|
$19.7 Million
0.3% of portfolio
|
Q2 2023
Reduced 3.03%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
227,611
shares
|
$19.5 Million
0.62% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
223,339
shares
|
$19.2 Million
0.38% of portfolio
|
Q2 2025
Reduced 0.25%
|