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 |
|---|---|---|---|---|---|
|
Onyx Bridge Wealth Group LLC
|
Oct 16, 2024 Q3 2024 |
136,484
shares
|
$11.7 Million
1.83% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Bka Wealth Consulting, Inc.
|
Oct 08, 2024 Q3 2024 |
135,388
shares
|
$11.6 Million
12.67% of portfolio
|
Q3 2024
Added 3.43%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2024 Q3 2024 |
133,395
shares
|
$11.5 Million
5.63% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Archford Capital Strategies, LLC
|
Oct 15, 2024 Q3 2024 |
133,296
shares
|
$11.4 Million
1.68% of portfolio
|
Q3 2024
Added 2.78%
|
|
|
Abrdn PLC
|
Oct 24, 2024 Q3 2024 |
132,068
shares
|
$11.3 Million
0.02% of portfolio
|
Q3 2024
Added 55.74%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
130,665
shares
|
$11.2 Million
4.83% of portfolio
|
Q1 2023
Reduced 10.4%
|
|
|
Ogorek Anthony Joseph
|
Nov 08, 2024 Q3 2024 |
123,791
shares
|
$10.6 Million
4.12% of portfolio
|
Q3 2024
Reduced 4.6%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
123,762
shares
|
$10.6 Million
0.77% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 18, 2024 Q3 2024 |
120,898
shares
|
$10.4 Million
5.31% of portfolio
|
Q3 2024
Added 59.51%
|
|
|
Barings LLC
|
Nov 13, 2024 Q3 2024 |
120,328
shares
|
$10.3 Million
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
120,092
shares
|
$10.3 Million
0.03% of portfolio
|
Q3 2024
Reduced 6.69%
|
|
|
Smith Anglin Financial, LLC
|
Oct 07, 2024 Q3 2024 |
119,632
shares
|
$10.3 Million
1.01% of portfolio
|
Q3 2024
Reduced 14.27%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
118,755
shares
|
$10.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.85%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
118,214
shares
|
$10.1 Million
0.16% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Objectivity Squared, LLC
Charleston, SC |
Oct 08, 2024 Q3 2024 |
115,915
shares
|
$9.95 Million
7.69% of portfolio
|
Q3 2024
Added 2.57%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
114,291
shares
|
$9.81 Million
6.63% of portfolio
|
Q2 2024
Added 0.82%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
113,018
shares
|
$9.7 Million
0.72% of portfolio
|
Q3 2024
Reduced 23.07%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
111,313
shares
|
$9.56 Million
1.97% of portfolio
|
Q3 2024
Added 15.72%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
109,882
shares
|
$9.43 Million
0.06% of portfolio
|
Q3 2024
Reduced 36.86%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
Oct 31, 2024 Q3 2024 |
109,832
shares
|
$9.43 Million
2.95% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
108,453
shares
|
$9.31 Million
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 30, 2024 Q3 2024 |
106,243
shares
|
$9.12 Million
1.86% of portfolio
|
Q3 2024
Added 8.72%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Nov 04, 2024 Q3 2024 |
105,823
shares
|
$9.08 Million
4.53% of portfolio
|
Q3 2024
New holding
|
|
|
Farrow Financial Inc.
Randolph, VT |
Oct 24, 2024 Q3 2024 |
105,794
shares
|
$9.08 Million
6.46% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Cornerstone Advisory, LLC
|
Nov 12, 2024 Q3 2024 |
103,535
shares
|
$8.89 Million
1.24% of portfolio
|
Q3 2024
Reduced 6.7%
|