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 761 institutions that hold shares in the stock, with a total of 97.8 Million shares, which have been reported (via 13F filing form) to have a value of $8.39 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
224,915
shares
|
$19.3 Million
0.17% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
224,137
shares
|
$19.2 Million
0.65% of portfolio
|
Q1 2025
New holding
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
223,898
shares
|
$19.2 Million
0.46% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
221,704
shares
|
$19 Million
4.06% of portfolio
|
Q4 2024
Reduced 3.07%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
221,527
shares
|
$19 Million
0.01% of portfolio
|
Q1 2025
Added 3.27%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
217,807
shares
|
$18.7 Million
3.79% of portfolio
|
Q1 2024
Added 7.37%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Apr 22, 2025 Q1 2025 |
209,485
shares
|
$18 Million
9.01% of portfolio
|
Q1 2025
Reduced 11.83%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
206,308
shares
|
$17.7 Million
0.05% of portfolio
|
Q3 2022
Added 1.94%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
204,183
shares
|
$17.5 Million
0.13% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
202,506
shares
|
$17.4 Million
0.11% of portfolio
|
Q1 2025
Reduced 12.8%
|
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
200,701
shares
|
$17.2 Million
8.29% of portfolio
|
Q2 2023
Added 332.71%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Apr 14, 2025 Q1 2025 |
198,410
shares
|
$17 Million
3.45% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Apr 28, 2025 Q1 2025 |
193,646
shares
|
$16.6 Million
2.06% of portfolio
|
Q1 2025
Added 2.7%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
190,484
shares
|
$16.4 Million
0.46% of portfolio
|
Q1 2025
Added 4.13%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Apr 30, 2025 Q1 2025 |
190,236
shares
|
$16.3 Million
10.97% of portfolio
|
Q1 2025
Reduced 12.89%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
186,455
shares
|
$16 Million
3.82% of portfolio
|
Q1 2025
Reduced 30.98%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
185,920
shares
|
$16 Million
0.53% of portfolio
|
Q1 2025
Reduced 7.72%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Apr 25, 2025 Q1 2025 |
185,025
shares
|
$15.9 Million
7.6% of portfolio
|
Q1 2025
Added 38.77%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
178,555
shares
|
$15.3 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2025 Q1 2025 |
173,397
shares
|
$14.9 Million
2.37% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
172,694
shares
|
$14.8 Million
0.48% of portfolio
|
Q1 2025
Reduced 3.21%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
May 14, 2025 Q1 2025 |
169,743
shares
|
$14.6 Million
8.11% of portfolio
|
Q1 2025
Added 4.88%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Apr 24, 2025 Q1 2025 |
166,987
shares
|
$14.3 Million
1.79% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
166,985
shares
|
$14.3 Million
2.26% of portfolio
|
Q1 2025
Added 17.38%
|