Vaneck Morningstar Wide MoatMOATETF

13F holders, Q2 2026 (June 30)
732holders +7
46new positions
38sold out
6famous investors
$103.96avg. 13F price*

At the end of Q2 2026, 732 institutions reported holding Vaneck Morningstar Wide Moat (MOAT) in their 13F filings, up 7 from Q1 2026. 46 opened new positions and 38 sold out. The largest holders were Morgan Stanley ($595.3M), Bank of America Corp. ($550.1M) and LPL Financial LLC ($543.3M). 6 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).

Company
Vaneck Morningstar Wide Moat
CUSIP
92189F643
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 632Q1 2024Q2 2024: 659Q2 2024Q3 2024: 672Q3 2024Q4 2024: 714Q4 2024Q1 2025: 705Q1 2025Q2 2025: 691Q2 2025Q3 2025: 678Q3 2025Q4 2025: 725Q4 2025Q1 2026: 725Q1 2026Q2 2026: 732Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions46$26.8M
Exits38$61.4M

All 13F filers, Q1 2026 → Q2 2026: 1,452,738 shares bought and 7,353,422 shares sold, net −5,900,684 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 732 holders

Morgan Stanley 0.03% Reduce -5.1% 5,726,513 $595.3M
Bank of America Corp. 0.04% Reduce -7.7% 5,291,391 $550.1M
LPL Financial LLC 0.12% Reduce -10.4% 5,225,881 $543.3M
Mesirow Financial Investment Management, Inc. 4.32% Reduce -1.0% 2,647,494 $275.2M
Raymond James Financial Inc. 0.07% Reduce -13.0% 2,333,506 $242.6M
Boulay Financial Advisors, LLC 22.02% Add +3.0% 2,287,619 $237.8M
Wells Fargo & Company 0.03% Reduce -9.9% 1,895,284 $197.0M
Jones Financial Companies LLLP 0.06% Reduce -1.3% 1,360,250 $140.3M
Cetera Investment Advisers 0.11% Reduce -0.4% 1,153,632 $119.9M
Commonwealth Equity Services, LLC 0.15% Reduce -15.9% 1,130,118 $117.5M
Southern Farm Bureau Life Insurance 11.02% No change 1,107,967 $115.2M
Provenance Wealth Advisors, LLC 8.36% Reduce -2.5% 844,350 $87.8M
Royal Bank of Canada 0.01% Add +1.1% 843,420 $87.7M
UBS Group AG 0.01% Reduce -22.8% 724,938 $75.4M
Verde Capital Management 13.28% Add +4.9% 690,661 $71.8M
Sfmg, LLC 4.32% Add +1.4% 681,430 $70.8M
Osaic Holdings, Inc. 0.08% Reduce -0.2% 637,255 $66.3M
United Capital Financial Advisors, LLC 0.35% Add +0.9% 617,016 $64.2M
Cambridge Investment Research Advisors, Inc. 0.14% Reduce -9.1% 596,667 $62.0M
First Foundation Advisors 2.22% Reduce -20.1% 593,918 $61.7M
Kelman-Lazarov, Inc. 7.67% Add +0.3% 562,820 $58.5M
HighTower Advisors, LLC 0.05% Reduce -6.1% 539,046 $56.0M
Leelyn Smith, LLC 6.69% Add +3.5% 529,240 $55.0M
Ameriprise Financial Inc. 0.01% Reduce -12.3% 528,915 $55.0M
Harbor Group, Inc. 6.12% Add +3.4% 500,928 $52.1M
Regatta Capital Group, LLC 6.68% Reduce -0.9% 477,919 $49.7M
Cahill Financial Advisors Inc. 4.75% Reduce -0.6% 476,253 $49.5M
Apriem Advisors 4.26% Reduce -12.7% 473,733 $49.2M
Envestnet Asset Management Inc. 0.01% Reduce -15.8% 465,552 $48.4M
Whitaker-Myers Wealth Managers, LTD. 7.48% Add +6.2% 430,701 $44.8M
Ancora Advisors LLC 0.83% Add +6.0% 414,625 $43.1M
G2 Capital Management, LLC / Oh 9.37% Add +2.2% 413,518 $43.0M
Northwestern Mutual Wealth Management Co. 0.02% Reduce -9.3% 410,179 $42.6M
Summit Asset Management, LLC 5.21% Add +1.1% 391,235 $40.7M
Stephens Inc. 0.42% Reduce -0.7% 361,144 $37.5M
Cerity Partners LLC 0.04% Reduce -1.6% 345,579 $35.9M
JNBA Financial Advisors 2.67% Reduce -5.3% 338,932 $35.2M
Assetmark, Inc. 0.06% Add +14.7% 326,978 $34.0M
Mercer Global Advisors Inc. 0.04% Reduce -4.0% 309,771 $32.2M
OneDigital Investment Advisors LLC 0.27% Reduce -4.1% 305,588 $31.8M
Planned Solutions, Inc. 8.64% Reduce -0.9% 288,767 $30.0M
Goldman Sachs Group Inc. 0.00% Add +69.4% 288,598 $30.0M
Integrated Wealth Concepts LLC 0.20% Add +16.9% 288,074 $29.9M
Level Four Advisory Services, LLC 0.83% Add +1.5% 283,812 $29.5M
NewEdge Advisors, LLC 0.09% Add +2.9% 279,802 $29.1M
Buttonwood Financial Advisors Inc. 8.58% Reduce -1.1% 271,209 $28.2M
Stifel Financial Corp. 0.02% Reduce -17.7% 265,937 $27.6M
Brookstone Capital Management 0.27% Reduce -3.4% 260,797 $27.1M
Geneos Wealth Management Inc. 0.55% Add +1.9% 257,808 $26.8M
Ethos Financial Group, LLC 1.78% Add +21.1% 246,848 $26.6M
Private Advisor Group, LLC 0.12% Reduce -32.6% 255,291 $26.5M
Ceera Investments, LLC 10.73% Reduce -38.1% 243,555 $25.3M
Wealth Enhancement Advisory Services, LLC 0.04% Reduce -12.2% 249,867 $25.0M
Wealthcare Advisory Partners LLC 0.43% Add +0.5% 220,424 $22.9M
KRM Wealth Management L.L.C. 10.07% Add +6.7% 220,050 $22.9M
Creative Planning 0.01% Reduce -8.0% 213,905 $22.2M
Berkshire Money Management, Inc. 2.03% Reduce -0.6% 213,872 $22.2M
Harbour Trust & Investment Management Co 2.08% Add +1.9% 207,803 $21.6M
MML Investors Services, LLC 0.04% Add +5.1% 204,171 $21.2M
Altus Wealth Group LLC 7.40% Add +0.5% 197,070 $20.5M
James J. Burns & Company, LLC 2.19% Add +6.6% 194,610 $20.2M
Prospera Financial Services Inc 0.29% Reduce -6.5% 192,356 $20.0M
Etesian Wealth Advisors, Inc. 5.73% Reduce -5.0% 186,600 $19.4M
Graver Capital Management, LLC 13.79% Reduce -2.8% 186,152 $19.4M
Summit Financial, LLC 0.21% Reduce -15.9% 181,107 $18.8M
JPMorgan Chase & Co. 0.00% Add +38.0% 180,743 $18.7M
Beaumont Asset Management, L.L.C. 7.24% Reduce -3.9% 179,283 $18.6M
New England Private Wealth Advisors LLC 1.66% Reduce -4.8% 163,882 $17.1M
MAI Capital Management 0.06% Reduce -3.1% 159,278 $16.6M
Cabot Wealth Management Inc. 1.67% Add +67.6% 157,363 $16.4M
Corient Private Wealth LP 0.02% Add +131.6% 155,588 $16.2M
IFP Advisors, Inc 0.29% Add +4.3% 152,692 $15.9M
HBW Advisory Services LLC 1.41% Add +1.0% 149,886 $15.6M
Citigroup Inc. 0.01% Reduce -8.6% 145,158 $15.1M
Financial Management Network Inc. 2.16% Reduce -70.0% 141,620 $15.0M
Mariner, LLC 0.02% Reduce -48.9% 142,289 $14.8M
Sanctuary Advisors, LLC 0.07% Reduce -0.2% 140,741 $14.6M
DAVENPORT & Co LLC 0.07% Reduce -2.6% 140,567 $14.6M
Visionary Wealth Advisors 0.57% Reduce -32.2% 139,301 $14.5M
Baird Financial Group, Inc. 0.02% Add +0.5% 138,403 $14.4M
Joseph Group Capital Management 3.01% Add +0.9% 137,649 $14.3M
Tanager Wealth Management LLP 1.21% Reduce -10.3% 134,068 $13.9M
Robertson Stephens Wealth Management, LLC 0.34% Add +8.1% 133,988 $13.9M
Sequoia Financial Advisors, LLC 0.07% Add +1.9% 133,862 $13.9M
Family Office Research LLC 5.22% Reduce -0.5% 133,838 $13.9M
AlphaCore Capital LLC 0.25% No change 130,752 $13.6M
Napier Financial, LLC 2.72% Add +0.7% 125,479 $13.0M
Oppenheimer & Co. Inc. 0.14% Reduce -1.9% 124,468 $12.9M
&partners 0.05% Reduce -2.5% 123,665 $12.9M
Unique Wealth Strategies, LLC 4.67% Add +5.1% 123,130 $12.8M
Independent Financial Group, LLC 0.24% Reduce -3.2% 122,445 $12.7M
Fermata Advisors, LLC 2.57% Reduce -1.5% 122,411 $12.7M
Rockefeller Capital Management L.P. 0.02% Reduce -49.9% 118,099 $12.3M
Financial Solutions Advisory Group, Inc. 1.50% Add +1.0% 112,420 $11.9M
46 Peaks LLC 7.46% Add +18.2% 114,115 $11.9M
Thrivent Financial for Lutherans 0.02% Reduce -1.4% 113,379 $11.8M
Kestra Private Wealth Services, LLC 0.13% Reduce -21.8% 110,493 $11.5M
Mission Wealth Management, LP 0.14% Add +3315.3% 106,524 $11.1M
Boyce & Associates Wealth Consulting, Inc. 7.57% Add +2.4% 105,069 $10.9M
Goldstone Financial Group, LLC 0.99% Reduce -20.4% 103,893 $10.8M

"% of holder's portfolio" is MOAT's weight in each manager's 13F, not the share of Vaneck Morningstar Wide Moat the manager owns.

Show all 732 holders