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 753 institutions that hold shares in the stock, with a total of 89.5 Million shares, which have been reported (via 13F filing form) to have a value of $7.68 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
52,367
shares
|
$4.5 Million
0.02% of portfolio
|
Q2 2025
Reduced 6.15%
|
|
|
Paragon Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
52,012
shares
|
$4.46 Million
1.33% of portfolio
|
Q2 2025
Added 15.27%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
51,864
shares
|
$4.45 Million
0.27% of portfolio
|
Q2 2025
Reduced 18.35%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
51,512
shares
|
$4.42 Million
0.42% of portfolio
|
Q2 2025
Reduced 32.26%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
51,308
shares
|
$4.4 Million
0.64% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
49,401
shares
|
$4.24 Million
0.05% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
Santori & Peters, Inc.
|
Jul 15, 2025 Q2 2025 |
49,106
shares
|
$4.22 Million
1.53% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Jul 14, 2025 Q2 2025 |
48,684
shares
|
$4.18 Million
3.06% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Goepper Burkhardt LLC
|
Aug 12, 2025 Q2 2025 |
48,501
shares
|
$4.16 Million
1.55% of portfolio
|
Q2 2025
Reduced 10.19%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
47,978
shares
|
$4.12 Million
0.37% of portfolio
|
Q2 2025
Added 6.71%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
47,948
shares
|
$4.12 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
47,328
shares
|
$4.06 Million
0.76% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
47,143
shares
|
$4.05 Million
2.39% of portfolio
|
Q1 2023
Added 5.64%
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
47,047
shares
|
$4.04 Million
0.32% of portfolio
|
Q2 2025
Reduced 11.71%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Jul 09, 2025 Q2 2025 |
46,712
shares
|
$4.01 Million
1.74% of portfolio
|
Q2 2025
Added 19.17%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Aug 07, 2025 Q2 2025 |
45,889
shares
|
$3.94 Million
1.18% of portfolio
|
Q2 2025
Added 4.9%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
44,380
shares
|
$3.81 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
44,105
shares
|
$3.79 Million
0.02% of portfolio
|
Q4 2024
Added 7.65%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
43,505
shares
|
$3.73 Million
0.68% of portfolio
|
Q2 2025
Reduced 73.52%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
43,440
shares
|
$3.73 Million
0.26% of portfolio
|
Q2 2025
Reduced 8.99%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
43,371
shares
|
$3.72 Million
0.28% of portfolio
|
Q2 2025
Reduced 20.74%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
43,221
shares
|
$3.71 Million
0.33% of portfolio
|
Q2 2025
Added 4.48%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
42,963
shares
|
$3.69 Million
0.17% of portfolio
|
Q2 2025
Reduced 12.5%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 05, 2025 Q2 2025 |
42,334
shares
|
$3.63 Million
1.59% of portfolio
|
Q2 2025
Reduced 4.93%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
42,205
shares
|
$3.62 Million
0.01% of portfolio
|
Q2 2025
Reduced 45.95%
|