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 |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
151,014
shares
|
$13 Million
0.07% of portfolio
|
Q2 2025
Reduced 6.36%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
147,517
shares
|
$12.7 Million
0.0% of portfolio
|
Q1 2025
Added 6.15%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Oct 10, 2025 Q3 2025 |
142,361
shares
|
$12.2 Million
5.33% of portfolio
|
Q3 2025
Reduced 24.2%
|
|
|
Family Office Research LLC
Bethesda, MD |
Nov 04, 2025 Q3 2025 |
141,904
shares
|
$12.2 Million
6.15% of portfolio
|
Q3 2025
Reduced 2.12%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Oct 23, 2025 Q3 2025 |
134,065
shares
|
$11.5 Million
3.5% of portfolio
|
Q3 2025
Added 1.61%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
130,665
shares
|
$11.2 Million
4.83% of portfolio
|
Q1 2023
Reduced 10.4%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
130,252
shares
|
$11.2 Million
8.8% of portfolio
|
Q2 2025
Reduced 3.01%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 17, 2025 Q3 2025 |
128,308
shares
|
$11 Million
1.5% of portfolio
|
Q3 2025
Added 3.75%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Aug 14, 2025 Q2 2025 |
127,530
shares
|
$10.9 Million
4.52% of portfolio
|
Q2 2025
Reduced 12.04%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
123,548
shares
|
$10.6 Million
0.15% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
122,685
shares
|
$10.5 Million
0.34% of portfolio
|
Q2 2025
Reduced 6.41%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2025 Q3 2025 |
121,997
shares
|
$10.5 Million
3.05% of portfolio
|
Q3 2025
Reduced 3.64%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
120,824
shares
|
$10.4 Million
0.02% of portfolio
|
Q2 2025
Reduced 10.13%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
118,690
shares
|
$10.2 Million
0.16% of portfolio
|
Q3 2025
Reduced 25.91%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
118,683
shares
|
$10.2 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Oct 24, 2025 Q3 2025 |
118,152
shares
|
$10.1 Million
1.37% of portfolio
|
Q3 2025
Reduced 29.9%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
117,698
shares
|
$10.1 Million
0.32% of portfolio
|
Q2 2025
Reduced 36.69%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Aug 08, 2025 Q2 2025 |
115,496
shares
|
$9.91 Million
5.98% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
111,627
shares
|
$9.58 Million
2.83% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Novare Capital Management LLC
|
Nov 03, 2025 Q3 2025 |
106,146
shares
|
$9.11 Million
0.7% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Farrow Financial Inc.
Randolph, VT |
Nov 03, 2025 Q3 2025 |
105,211
shares
|
$9.03 Million
6.05% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Bka Wealth Consulting, Inc.
|
Oct 21, 2025 Q3 2025 |
103,524
shares
|
$8.89 Million
8.29% of portfolio
|
Q3 2025
Reduced 13.01%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
102,940
shares
|
$8.84 Million
0.08% of portfolio
|
Q2 2025
Reduced 6.06%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
101,042
shares
|
$8.67 Million
0.63% of portfolio
|
Q3 2025
Added 3.61%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
99,780
shares
|
$8.57 Million
0.34% of portfolio
|
Q2 2025
Added 21.98%
|