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 752 institutions that hold shares in the stock, with a total of 84.9 Million shares, which have been reported (via 13F filing form) to have a value of $7.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
97,632
shares
|
$8.38 Million
4.81% of portfolio
|
Q3 2024
Reduced 3.36%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
96,286
shares
|
$8.27 Million
2.83% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
94,783
shares
|
$8.14 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
94,429
shares
|
$8.11 Million
0.02% of portfolio
|
Q3 2025
Reduced 10.44%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
92,926
shares
|
$7.98 Million
1.27% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Nov 06, 2025 Q3 2025 |
92,325
shares
|
$7.93 Million
6.02% of portfolio
|
Q3 2025
Added 2.84%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Nov 07, 2025 Q3 2025 |
87,968
shares
|
$7.55 Million
4.31% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
87,353
shares
|
$7.5 Million
5.54% of portfolio
|
Q3 2025
Reduced 3.99%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 06, 2025 Q3 2025 |
86,816
shares
|
$7.45 Million
2.45% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Howard Financial Services, Ltd.
|
Oct 23, 2025 Q3 2025 |
84,825
shares
|
$7.28 Million
0.91% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
84,807
shares
|
$7.28 Million
0.89% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
84,601
shares
|
$7.26 Million
3.56% of portfolio
|
Q1 2024
New holding
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Oct 30, 2025 Q3 2025 |
84,541
shares
|
$7.26 Million
3.33% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
83,297
shares
|
$7.15 Million
0.0% of portfolio
|
Q3 2025
Added 4.6%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
83,054
shares
|
$7.13 Million
0.58% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
North Crest Asset Manangement, LLC
|
Oct 29, 2025 Q3 2025 |
82,954
shares
|
$7.12 Million
0.18% of portfolio
|
Q3 2025
Added 2.01%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
82,078
shares
|
$7.05 Million
0.15% of portfolio
|
Q3 2025
Added 3.8%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
81,929
shares
|
$7.03 Million
0.03% of portfolio
|
Q3 2025
Added 7.28%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
80,067
shares
|
$6.87 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.07%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Nov 17, 2025 Q3 2025 |
77,770
shares
|
$6.68 Million
0.28% of portfolio
|
Q2 2025
Added 11.88%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
77,592
shares
|
$6.66 Million
0.92% of portfolio
|
Q2 2025
Reduced 5.9%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Oct 29, 2025 Q3 2025 |
77,422
shares
|
$6.65 Million
4.14% of portfolio
|
Q3 2025
Reduced 4.07%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
77,211
shares
|
$6.63 Million
1.24% of portfolio
|
Q1 2025
Reduced 24.61%
|
|
|
Darrow Company, Inc.
|
Oct 28, 2025 Q3 2025 |
76,002
shares
|
$6.52 Million
3.07% of portfolio
|
Q3 2025
Reduced 4.68%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
74,902
shares
|
$6.43 Million
0.42% of portfolio
|
Q3 2025
Reduced 16.24%
|
|