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 681 institutions that hold shares in the stock, with a total of 96.6 Million shares, which have been reported (via 13F filing form) to have a value of $8.3 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
G2 Capital Management, LLC
Columbus, OH |
Aug 09, 2024 Q2 2024 |
346,266
shares
|
$29.7 Million
9.42% of portfolio
|
Q2 2024
Added 4.0%
|
|
Tompkins Financial Corp
|
Jul 17, 2024 Q2 2024 |
344,160
shares
|
$29.5 Million
3.13% of portfolio
|
Q2 2024
Added 2.96%
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
340,988
shares
|
$29.3 Million
0.21% of portfolio
|
Q2 2024
Added 219.54%
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 19, 2024 Q2 2024 |
339,193
shares
|
$29.1 Million
0.32% of portfolio
|
Q2 2024
Reduced 1.06%
|
|
Summit Asset Management, LLC
Memphis, TN |
Aug 05, 2024 Q2 2024 |
334,085
shares
|
$28.7 Million
3.43% of portfolio
|
Q2 2024
Added 6.53%
|
|
Smart Money Group LLC
|
Aug 12, 2024 Q2 2024 |
327,277
shares
|
$28.1 Million
11.62% of portfolio
|
Q2 2024
Reduced 0.94%
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Aug 13, 2024 Q2 2024 |
317,771
shares
|
$27.3 Million
19.02% of portfolio
|
Q2 2024
Reduced 1.2%
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
314,920
shares
|
$27 Million
3.37% of portfolio
|
Q1 2023
Reduced 3.09%
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
310,608
shares
|
$26.7 Million
0.29% of portfolio
|
Q2 2024
Added 1.2%
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
307,477
shares
|
$26.4 Million
1.19% of portfolio
|
Q2 2024
Reduced 8.31%
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 24, 2024 Q2 2024 |
303,749
shares
|
$26.1 Million
2.39% of portfolio
|
Q2 2024
Reduced 1.34%
|
|
Planned Solutions, Inc.
|
Jul 24, 2024 Q2 2024 |
294,759
shares
|
$25.3 Million
12.36% of portfolio
|
Q2 2024
Reduced 0.52%
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 09, 2024 Q2 2024 |
288,750
shares
|
$24.8 Million
1.18% of portfolio
|
Q2 2024
Reduced 20.58%
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2024 Q2 2024 |
282,184
shares
|
$24.2 Million
1.66% of portfolio
|
Q2 2024
Reduced 2.3%
|
|
Beaumont Asset Management, L.L.C.
|
Aug 02, 2024 Q2 2024 |
278,783
shares
|
$23.9 Million
15.52% of portfolio
|
Q2 2024
Added 1.6%
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
274,335
shares
|
$23.5 Million
6.07% of portfolio
|
Q2 2024
Added 12.48%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
250,937
shares
|
$21.5 Million
0.09% of portfolio
|
Q2 2024
Reduced 21.31%
|
|
Stratos Wealth Partners, Ltd.
|
Jul 24, 2024 Q2 2024 |
249,110
shares
|
$21.4 Million
0.35% of portfolio
|
Q2 2024
Added 4.36%
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2024 Q2 2024 |
245,227
shares
|
$21.1 Million
3.73% of portfolio
|
Q2 2024
Reduced 0.37%
|
|
Berkshire Money Management, Inc.
|
Jul 19, 2024 Q2 2024 |
236,087
shares
|
$20.3 Million
2.69% of portfolio
|
Q2 2024
Added 3.92%
|
|
Activest Wealth Management
|
Jul 30, 2024 Q2 2024 |
233,099
shares
|
$20 Million
7.04% of portfolio
|
Q2 2024
Reduced 7.4%
|
|
Davenport & CO LLC
|
Aug 06, 2024 Q2 2024 |
232,805
shares
|
$20 Million
0.13% of portfolio
|
Q2 2024
Added 0.22%
|
|
Davidson Capital Management Inc.
Corpus Christi, TX |
Aug 12, 2024 Q2 2024 |
232,741
shares
|
$20 Million
6.22% of portfolio
|
Q2 2024
Reduced 66.16%
|
|
Drake & Associates, LLC
Waukesha, WI |
Aug 05, 2024 Q2 2024 |
232,592
shares
|
$20 Million
7.25% of portfolio
|
Q2 2024
Added 2.14%
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 09, 2024 Q2 2024 |
232,592
shares
|
$20 Million
7.25% of portfolio
|
Q2 2024
New holding
|