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 751 institutions that hold shares in the stock, with a total of 104 Million shares, which have been reported (via 13F filing form) to have a value of $8.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
132,315
shares
|
$11.4 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.26%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
131,496
shares
|
$11.3 Million
2.21% of portfolio
|
Q4 2024
Added 18.13%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
130,665
shares
|
$11.2 Million
4.83% of portfolio
|
Q1 2023
Reduced 10.4%
|
|
|
Graver Capital Management, LLC
Columbus, OH |
Feb 14, 2025 Q4 2024 |
129,696
shares
|
$11.1 Million
12.57% of portfolio
|
Q4 2024
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
126,428
shares
|
$10.9 Million
9.57% of portfolio
|
Q4 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
123,358
shares
|
$10.6 Million
0.16% of portfolio
|
Q4 2024
Added 4.35%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
122,465
shares
|
$10.5 Million
0.69% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
121,783
shares
|
$10.5 Million
1.62% of portfolio
|
Q4 2024
Reduced 8.64%
|
|
|
Cornerstone Advisory, LLC
|
Feb 18, 2025 Q4 2024 |
120,943
shares
|
$10.4 Million
1.32% of portfolio
|
Q4 2024
Added 16.81%
|
|
|
Patton Albertson Miller Group, LLC
|
Jan 21, 2025 Q4 2024 |
119,574
shares
|
$10.3 Million
1.4% of portfolio
|
Q4 2024
Reduced 37.91%
|
|
|
Objectivity Squared, LLC
Charleston, SC |
Feb 07, 2025 Q4 2024 |
118,806
shares
|
$10.2 Million
8.01% of portfolio
|
Q4 2024
Added 2.49%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
117,950
shares
|
$10.1 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jan 24, 2025 Q4 2024 |
115,668
shares
|
$9.93 Million
1.87% of portfolio
|
Q4 2024
Added 8.87%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Mar 05, 2025 Q4 2024 |
115,481
shares
|
$9.91 Million
6.36% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
115,061
shares
|
$9.88 Million
3.39% of portfolio
|
Q4 2024
Reduced 7.05%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Feb 12, 2025 Q4 2024 |
112,862
shares
|
$9.69 Million
0.69% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
111,881
shares
|
$9.6 Million
0.13% of portfolio
|
Q4 2024
Reduced 32.58%
|
|
|
Smith Anglin Financial, LLC
|
Jan 14, 2025 Q4 2024 |
111,690
shares
|
$9.59 Million
0.92% of portfolio
|
Q4 2024
Reduced 6.64%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
Feb 13, 2025 Q4 2024 |
111,362
shares
|
$9.56 Million
2.95% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
111,123
shares
|
$9.54 Million
0.06% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Abrdn PLC
|
Jan 24, 2025 Q4 2024 |
109,013
shares
|
$9.36 Million
0.02% of portfolio
|
Q4 2024
Reduced 17.46%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
107,509
shares
|
$9.23 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
105,494
shares
|
$9.06 Million
1.53% of portfolio
|
Q2 2024
Reduced 10.41%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
105,343
shares
|
$9.04 Million
0.35% of portfolio
|
Q4 2024
Added 13634.42%
|
|
|
Farrow Financial Inc.
Randolph, VT |
Feb 07, 2025 Q4 2024 |
104,591
shares
|
$8.98 Million
6.28% of portfolio
|
Q4 2024
Reduced 1.14%
|