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 757 institutions that hold shares in the stock, with a total of 87.6 Million shares, which have been reported (via 13F filing form) to have a value of $7.52 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Berkshire Money Management, Inc.
|
Oct 14, 2025 Q3 2025 |
207,871
shares
|
$17.8 Million
2.11% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
206,308
shares
|
$17.7 Million
0.05% of portfolio
|
Q3 2022
Added 1.94%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
205,235
shares
|
$17.6 Million
0.42% of portfolio
|
Q2 2025
Added 7.74%
|
|
|
Tanager Wealth Management LLP
|
Oct 24, 2025 Q3 2025 |
204,363
shares
|
$17.5 Million
2.13% of portfolio
|
Q3 2025
Reduced 25.03%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
204,183
shares
|
$17.5 Million
0.13% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
201,618
shares
|
$17.3 Million
0.14% of portfolio
|
Q2 2025
Reduced 32.41%
|
|
|
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%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
196,598
shares
|
$16.9 Million
0.01% of portfolio
|
Q2 2025
Reduced 11.25%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Oct 28, 2025 Q3 2025 |
196,344
shares
|
$16.9 Million
2.01% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 23, 2025 Q3 2025 |
189,235
shares
|
$16.2 Million
6.19% of portfolio
|
Q3 2025
Added 5.24%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Aug 07, 2025 Q2 2025 |
186,319
shares
|
$16 Million
10.54% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
182,396
shares
|
$15.7 Million
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
180,565
shares
|
$15.5 Million
0.02% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 21, 2025 Q3 2025 |
178,609
shares
|
$15.3 Million
6.52% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
175,756
shares
|
$15.1 Million
0.46% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
169,613
shares
|
$14.6 Million
0.08% of portfolio
|
Q3 2025
Reduced 7.15%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
168,156
shares
|
$14.4 Million
5.63% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Graver Capital Management, LLC
Columbus, OH |
Jul 29, 2025 Q2 2025 |
166,709
shares
|
$14.3 Million
13.83% of portfolio
|
Q2 2025
Added 10.86%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 20, 2025 Q3 2025 |
163,336
shares
|
$14 Million
2.11% of portfolio
|
Q3 2025
Added 5.89%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2025 Q2 2025 |
162,934
shares
|
$14 Million
2.17% of portfolio
|
Q2 2025
Reduced 6.03%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
162,111
shares
|
$13.9 Million
0.46% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Oct 27, 2025 Q3 2025 |
161,743
shares
|
$13.9 Million
0.68% of portfolio
|
Q3 2025
Reduced 39.21%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
159,654
shares
|
$13.7 Million
1.74% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
S.E.E.D. Planning Group LLC
|
Oct 14, 2025 Q3 2025 |
153,542
shares
|
$13.2 Million
4.01% of portfolio
|
Q3 2025
Added 6.61%
|