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 |
---|---|---|---|---|---|
Sterling Investment Advisors, Ltd.
|
Aug 05, 2024 Q2 2024 |
71,925
shares
|
$6.17 Million
1.79% of portfolio
|
Q2 2024
Added 4.7%
|
|
Morningstar Investment Management LLC
Chicago, IL |
Aug 08, 2024 Q2 2024 |
71,730
shares
|
$6.16 Million
0.65% of portfolio
|
Q2 2024
New holding
|
|
Hbw Advisory Services LLC
|
Jul 05, 2024 Q2 2024 |
70,889
shares
|
$6.09 Million
1.12% of portfolio
|
Q2 2024
Added 5.96%
|
|
North Crest Asset Manangement, LLC
|
Jul 16, 2024 Q2 2024 |
70,293
shares
|
$6.03 Million
0.21% of portfolio
|
Q2 2024
Added 0.28%
|
|
David R. Rahn & Associates Inc.
|
Jul 24, 2024 Q2 2024 |
69,812
shares
|
$5.99 Million
1.97% of portfolio
|
Q2 2024
Reduced 31.44%
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
68,289
shares
|
$5.86 Million
0.02% of portfolio
|
Q2 2024
Added 32.93%
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jul 25, 2024 Q2 2024 |
68,083
shares
|
$5.84 Million
2.66% of portfolio
|
Q2 2024
Added 10.32%
|
|
Provident Wealth Management, LLC
|
Jul 17, 2024 Q2 2024 |
67,403
shares
|
$5.79 Million
2.14% of portfolio
|
Q2 2024
Reduced 62.2%
|
|
Snider Financial Group
Bellevue, WA |
Aug 02, 2024 Q2 2024 |
66,944
shares
|
$5.75 Million
2.24% of portfolio
|
Q2 2024
Added 1.13%
|
|
Tacita Capital Inc
Toronto, A6 |
Aug 08, 2024 Q2 2024 |
66,387
shares
|
$5.7 Million
4.51% of portfolio
|
Q2 2024
Added 85.41%
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
65,754
shares
|
$5.64 Million
0.15% of portfolio
|
Q2 2024
Added 19.45%
|
|
D.A. Davidson & Co.
|
Jul 31, 2024 Q2 2024 |
64,143
shares
|
$5.51 Million
0.05% of portfolio
|
Q2 2024
Reduced 1.6%
|
|
Goodman Advisory Group, LLC
|
Aug 15, 2024 Q2 2024 |
63,465
shares
|
$5.45 Million
1.64% of portfolio
|
Q2 2024
Reduced 2.66%
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Aug 02, 2024 Q2 2024 |
62,271
shares
|
$5.35 Million
0.16% of portfolio
|
Q2 2024
Added 6.11%
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 19, 2024 Q2 2024 |
62,260
shares
|
$5.34 Million
0.86% of portfolio
|
Q2 2024
Reduced 7.21%
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 14, 2024 Q2 2024 |
61,453
shares
|
$5.28 Million
0.03% of portfolio
|
Q2 2024
Added 3.91%
|
|
Ferguson Shapiro LLC
|
Aug 02, 2024 Q2 2024 |
61,360
shares
|
$5.27 Million
5.42% of portfolio
|
Q2 2024
Reduced 7.0%
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Aug 01, 2024 Q2 2024 |
60,728
shares
|
$5.21 Million
1.54% of portfolio
|
Q2 2024
Added 0.87%
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Aug 09, 2024 Q2 2024 |
60,200
shares
|
$5.17 Million
3.67% of portfolio
|
Q2 2024
Reduced 28.67%
|
|
Rda Financial Network
|
Jul 10, 2024 Q2 2024 |
58,945
shares
|
$5.06 Million
1.7% of portfolio
|
Q2 2024
Added 9.52%
|
|
Cornerstone Wealth Group, LLC
|
Jul 24, 2024 Q2 2024 |
58,882
shares
|
$5.05 Million
0.42% of portfolio
|
Q2 2024
Added 7.07%
|
|
Tranquility Partners, LLC
|
Jul 25, 2024 Q2 2024 |
58,365
shares
|
$5.01 Million
1.97% of portfolio
|
Q2 2024
Reduced 0.05%
|
|
Global Retirement Partners, LLC
|
Jul 23, 2024 Q2 2024 |
56,804
shares
|
$4.88 Million
0.16% of portfolio
|
Q2 2024
Added 11.49%
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
56,561
shares
|
$4.86 Million
0.19% of portfolio
|
Q2 2024
Added 1.08%
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jul 12, 2024 Q2 2024 |
56,110
shares
|
$4.82 Million
1.03% of portfolio
|
Q2 2024
Added 2.59%
|