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 |
---|---|---|---|---|---|
Fermata Advisors, LLC
Sonoma, CA |
Jul 12, 2024 Q2 2024 |
96,191
shares
|
$8.26 Million
2.01% of portfolio
|
Q2 2024
Added 8.87%
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Aug 02, 2024 Q2 2024 |
92,362
shares
|
$7.93 Million
4.42% of portfolio
|
Q2 2024
Added 4.94%
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
90,643
shares
|
$7.78 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
Tpg Advisors LLC
Northfield, IL |
Aug 13, 2024 Q2 2024 |
87,429
shares
|
$7.5 Million
6.45% of portfolio
|
Q2 2024
New holding
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jul 30, 2024 Q2 2024 |
86,572
shares
|
$7.43 Million
6.11% of portfolio
|
Q2 2024
Reduced 7.57%
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Jul 30, 2024 Q2 2024 |
86,466
shares
|
$7.42 Million
3.87% of portfolio
|
Q2 2024
Added 18.95%
|
|
Wiley Bros. Aintree Capital, LLC
|
Jul 23, 2024 Q2 2024 |
86,399
shares
|
$7.42 Million
0.33% of portfolio
|
Q2 2024
Added 48.81%
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Jul 19, 2024 Q2 2024 |
84,906
shares
|
$7.29 Million
4.75% of portfolio
|
Q2 2024
Added 6.67%
|
|
Abrdn PLC
|
Aug 09, 2024 Q2 2024 |
84,801
shares
|
$7.28 Million
0.01% of portfolio
|
Q2 2024
Added 1.97%
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
84,601
shares
|
$7.26 Million
3.56% of portfolio
|
Q1 2024
New holding
|
|
Essex Financial Services, Inc.
|
Aug 09, 2024 Q2 2024 |
82,367
shares
|
$7.07 Million
0.35% of portfolio
|
Q2 2024
Reduced 3.37%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 16, 2024 Q2 2024 |
82,293
shares
|
$7.06 Million
0.03% of portfolio
|
Q2 2024
Added 5.92%
|
|
Yhb Investment Advisors, Inc.
|
Aug 01, 2024 Q2 2024 |
81,845
shares
|
$7.03 Million
0.62% of portfolio
|
Q1 2024
Added 21.81%
|
|
Gts Securities LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
81,452
shares
|
$6.99 Million
0.02% of portfolio
|
Q2 2024
Added 232.02%
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Jul 31, 2024 Q2 2024 |
79,606
shares
|
$6.83 Million
3.55% of portfolio
|
Q2 2024
Reduced 9.68%
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Jul 15, 2024 Q2 2024 |
79,012
shares
|
$6.78 Million
5.73% of portfolio
|
Q2 2024
Reduced 0.35%
|
|
Financial Advocates Investment Management
Olympia, WA |
Jul 26, 2024 Q2 2024 |
78,706
shares
|
$6.76 Million
0.43% of portfolio
|
Q2 2024
Added 1.0%
|
|
Novare Capital Management LLC
|
Aug 01, 2024 Q2 2024 |
78,251
shares
|
$6.72 Million
0.61% of portfolio
|
Q2 2024
Added 3.18%
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jul 25, 2024 Q2 2024 |
75,791
shares
|
$6.51 Million
3.69% of portfolio
|
Q2 2024
Added 17.38%
|
|
Fifth Third Securities, Inc.
|
Jul 15, 2024 Q2 2024 |
75,324
shares
|
$6.47 Million
0.61% of portfolio
|
Q2 2024
Added 2.27%
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
73,829
shares
|
$6.34 Million
0.38% of portfolio
|
Q3 2022
Added 12.9%
|
|
Howard Financial Services, Ltd.
|
Jul 12, 2024 Q2 2024 |
73,680
shares
|
$6.32 Million
1.05% of portfolio
|
Q2 2024
Added 88.68%
|
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
Aug 07, 2024 Q2 2024 |
72,700
shares
|
$6.24 Million
0.91% of portfolio
|
Q2 2024
Reduced 0.29%
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Aug 13, 2024 Q2 2024 |
72,081
shares
|
$6.19 Million
3.2% of portfolio
|
Q2 2024
Added 7.17%
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2024 Q2 2024 |
71,989
shares
|
$6.18 Million
0.28% of portfolio
|
Q2 2024
Reduced 1.18%
|