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 |
|---|---|---|---|---|---|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
72,719
shares
|
$6.24 Million
0.72% of portfolio
|
Q1 2025
Reduced 24.2%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
70,868
shares
|
$6.08 Million
0.02% of portfolio
|
Q1 2025
Reduced 9.83%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Apr 24, 2025 Q1 2025 |
70,793
shares
|
$6.08 Million
4.19% of portfolio
|
Q1 2025
Reduced 17.68%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
70,724
shares
|
$6.07 Million
0.25% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Ferguson Shapiro LLC
|
Apr 23, 2025 Q1 2025 |
69,818
shares
|
$5.99 Million
3.83% of portfolio
|
Q1 2025
Added 5.02%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
May 07, 2025 Q1 2025 |
69,511
shares
|
$5.97 Million
0.52% of portfolio
|
Q1 2025
Added 8.47%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
68,818
shares
|
$5.91 Million
0.05% of portfolio
|
Q1 2025
Added 5.22%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
68,226
shares
|
$5.86 Million
0.19% of portfolio
|
Q1 2025
Reduced 7.46%
|
|
|
Snider Financial Group
Bellevue, WA |
Apr 11, 2025 Q1 2025 |
67,692
shares
|
$5.81 Million
1.9% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
67,631
shares
|
$5.81 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.67%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
65,990
shares
|
$5.66 Million
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Cabot Wealth Management Inc
|
Apr 21, 2025 Q1 2025 |
65,489
shares
|
$5.62 Million
0.72% of portfolio
|
Q1 2025
Added 7.0%
|
|
|
Sterling Investment Advisors, Ltd.
|
May 07, 2025 Q1 2025 |
65,310
shares
|
$5.61 Million
1.44% of portfolio
|
Q1 2025
Reduced 11.03%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
64,660
shares
|
$5.55 Million
0.22% of portfolio
|
Q1 2025
Added 98.14%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
64,562
shares
|
$5.54 Million
0.59% of portfolio
|
Q1 2025
Added 5.15%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
May 15, 2025 Q1 2025 |
64,413
shares
|
$5.53 Million
2.99% of portfolio
|
Q1 2025
Reduced 8.99%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
63,523
shares
|
$5.45 Million
0.37% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Goodman Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
63,219
shares
|
$5.43 Million
1.66% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Apr 07, 2025 Q1 2025 |
62,873
shares
|
$5.4 Million
6.09% of portfolio
|
Q1 2025
Reduced 4.39%
|
|
|
Byrne Financial Freedom, LLC
Franklin, MA |
Apr 29, 2025 Q1 2025 |
62,652
shares
|
$5.38 Million
3.13% of portfolio
|
Q1 2025
Added 2.83%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
62,005
shares
|
$5.32 Million
0.26% of portfolio
|
Q1 2025
Added 10.56%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
61,953
shares
|
$5.32 Million
0.42% of portfolio
|
Q1 2025
Added 2.16%
|
|
|
Tacita Capital Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
61,552
shares
|
$5.28 Million
4.35% of portfolio
|
Q1 2025
Reduced 2.59%
|
|
|
Boston Family Office LLC
Boston, MA |
May 13, 2025 Q1 2025 |
60,823
shares
|
$5.22 Million
0.38% of portfolio
|
Q1 2025
Added 26.52%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Apr 14, 2025 Q1 2025 |
60,443
shares
|
$5.19 Million
0.99% of portfolio
|
Q1 2025
Reduced 1.41%
|