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 651 institutions that hold shares in the stock, with a total of 97.9 Million shares, which have been reported (via 13F filing form) to have a value of $8.4 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Brighton Jones LLC
|
May 09, 2024 Q1 2024 |
5,208
shares
|
$447,054
0.02% of portfolio
|
Q1 2024
Reduced 5.21%
|
|
Asset Dedication, LLC
|
Apr 16, 2024 Q1 2024 |
5,156
shares
|
$442,591
0.03% of portfolio
|
Q2 2022
Added 17.02%
|
|
Western Pacific Wealth Management, LP
|
May 15, 2024 Q1 2024 |
5,151
shares
|
$442,161
0.34% of portfolio
|
Q1 2024
Reduced 38.06%
|
|
Qsv Equity Investors LLC
Naperville, IL |
May 15, 2024 Q1 2024 |
5,103
shares
|
$438,041
0.44% of portfolio
|
Q4 2023
New holding
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 14, 2024 Q1 2024 |
5,072
shares
|
$435,380
0.07% of portfolio
|
Q1 2024
Added 9.55%
|
|
Ciovacco Capital Management LLC
Atlanta, GA |
May 09, 2024 Q1 2024 |
4,960
shares
|
$425,766
0.3% of portfolio
|
Q1 2024
Reduced 7.13%
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2024 Q1 2024 |
4,922
shares
|
$422,504
0.0% of portfolio
|
Q1 2023
Reduced 71.45%
|
|
Spire Wealth Management
|
Apr 24, 2024 Q1 2024 |
4,850
shares
|
$416,324
0.01% of portfolio
|
Q1 2024
Added 2.82%
|
|
Cfo4 Life Group, LLC
|
May 06, 2024 Q1 2024 |
4,847
shares
|
$416,066
0.08% of portfolio
|
Q1 2024
Added 90.23%
|
|
Swmg, LLC
Fort Worth, TX |
May 15, 2024 Q1 2024 |
4,842
shares
|
$415,637
0.2% of portfolio
|
Q1 2024
Reduced 3.26%
|
|
Integrated Wealth Concepts LLC
|
May 15, 2024 Q1 2024 |
4,833
shares
|
$414,864
0.01% of portfolio
|
Q1 2024
Reduced 64.31%
|
|
Sound View Wealth Advisors Group, LLC
|
May 09, 2024 Q1 2024 |
4,813
shares
|
$413,147
0.05% of portfolio
|
Q1 2024
Added 71.28%
|
|
Welch & Forbes LLC
|
May 02, 2024 Q1 2024 |
4,781
shares
|
$410,401
0.01% of portfolio
|
Q2 2022
Reduced 5.9%
|
|
Ae Wealth Management LLC
|
May 15, 2024 Q1 2024 |
4,760
shares
|
$408,598
0.01% of portfolio
|
Q1 2024
Reduced 96.36%
|
|
Merriman Wealth Management, LLC
|
May 14, 2024 Q1 2024 |
4,748
shares
|
$407,568
0.02% of portfolio
|
Q2 2023
New holding
|
|
Dash Acquisitions Inc.
|
Apr 18, 2024 Q1 2024 |
4,717
shares
|
$404,907
0.13% of portfolio
|
Q1 2024
New holding
|
|
Wolff Financial Management LLC
|
Apr 24, 2024 Q1 2024 |
4,713
shares
|
$404,563
0.12% of portfolio
|
Q1 2024
Reduced 4.36%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
May 14, 2024 Q1 2024 |
4,681
shares
|
$401,817
0.02% of portfolio
|
Q1 2024
New holding
|
|
Sageworth Trust CO Of South Dakota
|
Apr 16, 2024 Q1 2024 |
4,679
shares
|
$401,645
0.66% of portfolio
|
Q1 2023
Reduced 6.23%
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2024 Q1 2024 |
4,616
shares
|
$396,237
0.01% of portfolio
|
Q1 2024
Added 1.81%
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Apr 25, 2024 Q1 2024 |
4,598
shares
|
$394,692
0.03% of portfolio
|
Q1 2024
Added 36.12%
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
May 03, 2024 Q1 2024 |
4,511
shares
|
$387,224
0.27% of portfolio
|
Q1 2024
Reduced 66.54%
|
|
Stiles Financial Services Inc
|
Apr 30, 2024 Q1 2024 |
4,494
shares
|
$385,764
0.16% of portfolio
|
Q4 2023
Reduced 9.69%
|
|
Old Second National Bank Of Aurora
|
May 06, 2024 Q1 2024 |
4,457
shares
|
$382,588
0.11% of portfolio
|
Q4 2023
Reduced 30.13%
|
|
Epic Trust Investment Advisors, LLC
|
Apr 19, 2024 Q1 2024 |
4,452
shares
|
$382,159
0.52% of portfolio
|
Q1 2024
Added 1.0%
|