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 753 institutions that hold shares in the stock, with a total of 89.5 Million shares, which have been reported (via 13F filing form) to have a value of $7.68 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Aug 14, 2025 Q2 2025 |
63,329
shares
|
$5.44 Million
2.82% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Jul 15, 2025 Q2 2025 |
62,116
shares
|
$5.33 Million
5.58% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
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%
|
|
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
Aug 04, 2025 Q2 2025 |
59,741
shares
|
$5.13 Million
0.71% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
59,478
shares
|
$5.11 Million
0.01% of portfolio
|
Q2 2025
Reduced 24.1%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
59,441
shares
|
$5.1 Million
0.25% of portfolio
|
Q2 2025
Added 129.51%
|
|
|
Patton Albertson Miller Group, LLC
|
Jul 17, 2025 Q2 2025 |
58,862
shares
|
$5.05 Million
0.68% of portfolio
|
Q2 2025
Reduced 43.01%
|
|
|
Boston Family Office LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
58,641
shares
|
$5.03 Million
0.37% of portfolio
|
Q2 2025
Reduced 3.59%
|
|
|
Sterling Investment Advisors, Ltd.
|
Jul 17, 2025 Q2 2025 |
57,308
shares
|
$4.92 Million
1.15% of portfolio
|
Q2 2025
Reduced 12.25%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jul 17, 2025 Q2 2025 |
57,131
shares
|
$4.9 Million
2.82% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Jul 16, 2025 Q2 2025 |
56,872
shares
|
$4.88 Million
4.29% of portfolio
|
Q2 2025
Added 2.68%
|
|
|
Tranquility Partners, LLC
|
Jul 25, 2025 Q2 2025 |
56,783
shares
|
$4.87 Million
1.79% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
56,481
shares
|
$4.85 Million
0.5% of portfolio
|
Q2 2025
Added 14.43%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
56,045
shares
|
$4.81 Million
0.08% of portfolio
|
Q2 2025
Added 19.06%
|
|
|
Mengis Capital Management, Inc.
|
Jul 24, 2025 Q2 2025 |
55,818
shares
|
$4.79 Million
1.05% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
55,194
shares
|
$4.74 Million
0.11% of portfolio
|
Q2 2025
Added 4.73%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
55,166
shares
|
$4.74 Million
1.21% of portfolio
|
Q1 2023
Added 120.07%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
54,558
shares
|
$4.68 Million
0.18% of portfolio
|
Q2 2025
Reduced 22.86%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
53,883
shares
|
$4.63 Million
0.42% of portfolio
|
Q2 2025
Added 7.04%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 05, 2025 Q2 2025 |
53,868
shares
|
$4.62 Million
0.47% of portfolio
|
Q2 2025
Added 1645.56%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
53,534
shares
|
$4.6 Million
0.12% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
52,729
shares
|
$4.53 Million
0.11% of portfolio
|
Q1 2024
Reduced 4.12%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
52,490
shares
|
$4.51 Million
0.35% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jul 28, 2025 Q2 2025 |
52,446
shares
|
$4.5 Million
1.88% of portfolio
|
Q2 2025
Reduced 6.94%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
52,431
shares
|
$4.5 Million
0.13% of portfolio
|
Q2 2025
Reduced 23.15%
|