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 699 institutions that hold shares in the stock, with a total of 98.3 Million shares, which have been reported (via 13F filing form) to have a value of $8.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tranquility Partners, LLC
|
Nov 07, 2024 Q3 2024 |
58,306
shares
|
$5 Million
1.85% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
58,152
shares
|
$4.99 Million
0.54% of portfolio
|
Q3 2024
Added 9.14%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
57,924
shares
|
$4.97 Million
0.42% of portfolio
|
Q3 2024
Reduced 29.23%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 15, 2024 Q3 2024 |
57,748
shares
|
$4.96 Million
0.98% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 25, 2024 Q3 2024 |
57,590
shares
|
$4.94 Million
0.38% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
56,645
shares
|
$4.86 Million
0.33% of portfolio
|
Q3 2024
New holding
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Oct 17, 2024 Q3 2024 |
56,323
shares
|
$4.83 Million
3.21% of portfolio
|
Q3 2024
Added 2.66%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
55,779
shares
|
$4.79 Million
0.18% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
55,602
shares
|
$4.77 Million
0.38% of portfolio
|
Q3 2024
Added 7.15%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 30, 2024 Q3 2024 |
55,440
shares
|
$4.76 Million
0.72% of portfolio
|
Q3 2024
Reduced 10.95%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
55,242
shares
|
$4.74 Million
0.36% of portfolio
|
Q3 2024
Added 92.23%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
55,166
shares
|
$4.74 Million
1.21% of portfolio
|
Q1 2023
Added 120.07%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Nov 07, 2024 Q3 2024 |
54,993
shares
|
$4.72 Million
4.22% of portfolio
|
Q3 2024
Added 17.5%
|
|
|
Mengis Capital Management, Inc.
|
Nov 05, 2024 Q3 2024 |
54,983
shares
|
$4.72 Million
0.95% of portfolio
|
Q3 2024
Added 3.23%
|
|
|
Ayalon Insurance Comp Ltd.
|
Oct 28, 2024 Q3 2024 |
53,151
shares
|
$4.56 Million
1.6% of portfolio
|
Q3 2024
Added 2.19%
|
|
|
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%
|
|
|
Goepper Burkhardt LLC
|
Nov 12, 2024 Q3 2024 |
52,323
shares
|
$4.49 Million
1.87% of portfolio
|
Q3 2024
Added 2.82%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
52,162
shares
|
$4.48 Million
0.56% of portfolio
|
Q3 2024
Added 159.67%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 07, 2024 Q3 2024 |
51,627
shares
|
$4.43 Million
1.75% of portfolio
|
Q3 2024
Reduced 4.69%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
51,517
shares
|
$4.42 Million
0.21% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Nov 01, 2024 Q3 2024 |
51,473
shares
|
$4.42 Million
3.88% of portfolio
|
Q3 2024
Reduced 34.85%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
50,880
shares
|
$4.37 Million
0.01% of portfolio
|
Q3 2024
Added 65.38%
|
|
|
Santori & Peters, Inc.
|
Oct 23, 2024 Q3 2024 |
49,876
shares
|
$4.28 Million
1.71% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
49,773
shares
|
$4.27 Million
0.05% of portfolio
|
Q3 2024
Added 3.18%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Nov 12, 2024 Q3 2024 |
49,155
shares
|
$4.22 Million
3.37% of portfolio
|
Q3 2024
Reduced 1.53%
|