Vaneck Morningstar Wide MoatMOATETF
13F holders, Q1 2024 (March 31)632holders
4famous investors
$89.83avg. 13F price*
At the end of Q1 2024, 632 institutions reported holding Vaneck Morningstar Wide Moat (MOAT) in their 13F filings. The largest holders were Bank of America Corp. ($794.4M), Morgan Stanley ($781.7M) and LPL Financial LLC ($656.1M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Vaneck Morningstar Wide Moat
- CUSIP
- 92189F643
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 66 | $138.6M |
| Exits | 50 | $49.3M |
Ownership 632 holders
| Bank of America Corp. | 0.08% | Add +4.2% | 8,836,047 | $794.4M |
| Morgan Stanley | 0.06% | Add +12.8% | 8,695,199 | $781.7M |
| LPL Financial LLC | 0.35% | Add +4.5% | 7,297,680 | $656.1M |
| Raymond James Financial Services Advisors, Inc. | 0.43% | Add +12.5% | 3,247,417 | $291.9M |
| Wells Fargo & Company | 0.06% | Add +9.0% | 2,657,267 | $238.9M |
| Mesirow Financial Investment Management, Inc. | 5.13% | Add +11.2% | 2,508,489 | $225.5M |
| Commonwealth Equity Services, LLC | 0.37% | Add +5.1% | 2,459,308 | $221.1M |
| Raymond James & Associates | 0.14% | Add +4.3% | 2,367,879 | $212.9M |
| Ameriprise Financial Inc. | 0.06% | Add +3.4% | 2,320,848 | $208.7M |
| UBS Group AG | 0.07% | Add +14.5% | 2,201,257 | $197.9M |
| Osaic Holdings, Inc. | 0.35% | Add +12.8% | 1,739,857 | $156.4M |
| Thrivent Financial for Lutherans | 0.28% | Reduce -11.3% | 1,530,644 | $137.6M |
| Provenance Wealth Advisors, LLC | 14.99% | Reduce -1.8% | 1,185,353 | $106.6M |
| First Foundation Advisors | 3.67% | Add +57.8% | 1,019,331 | $91.6M |
| Cwm, LLC | 0.44% | Add +32.6% | 1,007,701 | $90.6M |
| Cambridge Investment Research Advisors, Inc. | 0.32% | Reduce -0.2% | 923,097 | $83.0M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +38.9% | 898,621 | $80.8M |
| Envestnet Asset Management Inc. | 0.03% | Add +3.2% | 845,452 | $76.0M |
| Southern Farm Bureau Life Insurance | 12.57% | No change | 845,027 | $76.0M |
| OneDigital Investment Advisors LLC | 1.12% | Reduce -7.8% | 794,349 | $71.4M |
| JNBA Financial Advisors | 7.47% | Add +3.1% | 790,994 | $71.1M |
| Obermeyer Wealth Partners | 4.07% | Add +9.6% | 769,035 | $69.1M |
| Employees' Retirement Fund of the City of Fort Worth | 12.52% | No change | 748,564 | $67.3M |
| Morningstar Investment Services LLC | 0.71% | New | 723,941 | $64.7M |
| Private Advisor Group, LLC | 0.46% | Add +26.2% | 714,172 | $64.2M |
| Brookstone Capital Management | 1.13% | Add +10.2% | 701,363 | $63.1M |
| Wealth Enhancement Advisory Services, LLC | 0.16% | Add +2.5% | 699,209 | $62.9M |
| Davidson Capital Management Inc. | 19.91% | Add +0.5% | 687,740 | $61.8M |
| HighTower Advisors, LLC | 0.10% | Add +13.0% | 682,103 | $61.3M |
| Cetera Investment Advisers | 0.14% | Add +675.1% | 655,462 | $58.9M |
| Royal Bank of Canada | 0.01% | Add +8.6% | 644,481 | $57.9M |
| OVERSEA-CHINESE BANKING Corp Ltd | 1.72% | Add +1.4% | 595,039 | $53.5M |
| Bank of New York Mellon Corp | 0.01% | Reduce -2.6% | 583,133 | $52.4M |
| Sfmg, LLC | 4.47% | Reduce -2.2% | 578,497 | $52.0M |
| Verde Capital Management | 17.50% | Reduce -0.2% | 568,652 | $51.1M |
| Kelman-Lazarov, Inc. | 9.58% | Add +0.7% | 545,010 | $49.0M |
| Cahill Financial Advisors Inc. | 6.65% | Add +4.0% | 542,193 | $48.7M |
| Apexium Financial, LP | 3.44% | Add +2.7% | 504,190 | $45.3M |
| Whitaker-Myers Wealth Managers, LTD. | 18.49% | Add +4.8% | 487,438 | $43.8M |
| First International Bank & Trust | 14.36% | Add +42.8% | 462,730 | $41.6M |
| Stifel Financial Corp. | 0.05% | Add +7.0% | 449,524 | $40.4M |
| Regatta Capital Group, LLC | 9.00% | Add +2.8% | 444,885 | $40.0M |
| Leelyn Smith, LLC | 7.92% | Add +2.9% | 440,347 | $39.6M |
| Financial Management Network Inc. | 9.95% | Add +1.2% | 452,470 | $39.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.08% | No change | 426,000 | $38.3M |
| Tanager Wealth Management LLP | 6.10% | Add +6.5% | 420,291 | $37.8M |
| TTP Investments, Inc. | 16.02% | Add +15.3% | 407,419 | $36.6M |
| Ceera Investments, LLC | 16.03% | Add +9.5% | 407,283 | $36.6M |
| Sequoia Financial Advisors, LLC | 0.43% | Add +0.4% | 380,157 | $34.2M |
| Stephens Inc. | 0.52% | Add +6.0% | 371,221 | $33.4M |
| Harbor Group, Inc. | 8.37% | Add +4.0% | 353,161 | $31.7M |
| Cerity Partners LLC | 0.08% | Add +1.3% | 348,007 | $31.3M |
| Level Four Advisory Services, LLC | 1.70% | Add +1.5% | 363,557 | $30.9M |
| EP Wealth Advisors, LLC | 0.36% | Add +115.0% | 342,818 | $30.8M |
| Geneos Wealth Management Inc. | 1.38% | Add +1.2% | 335,344 | $30.1M |
| Tompkins Financial Corp. | 3.40% | Add +5.6% | 334,261 | $30.1M |
| G2 Capital Management, LLC / Oh | 9.63% | Add +0.8% | 332,949 | $29.9M |
| Palo Alto Wealth Advisors, LLC | 20.39% | Add +5.5% | 321,633 | $28.9M |
| MML Investors Services, LLC | 0.12% | Add +11.4% | 318,912 | $28.7M |
| Smart Money Group LLC | 10.97% | Reduce -4.1% | 330,399 | $28.2M |
| Summit Asset Management, LLC | 3.34% | Add +9.9% | 313,605 | $28.2M |
| Beaumont Financial Advisors, LLC | 2.28% | Add +28.9% | 307,872 | $27.7M |
| Steward Partners Investment Advisory, LLC | 0.30% | Add +82.5% | 306,925 | $27.6M |
| Captrust Financial Advisors | 0.10% | Reduce -1.8% | 305,964 | $27.5M |
| Planned Solutions, Inc. | 13.07% | Add +0.6% | 296,303 | $26.6M |
| Visionary Wealth Advisors | 1.75% | Add +6.2% | 288,835 | $26.0M |
| Beaumont Asset Management, L.L.C. | 16.41% | Add +0.3% | 274,398 | $24.7M |
| Citigroup Inc. | 0.02% | Add +51.8% | 253,371 | $22.8M |
| Activest Wealth Management | 10.90% | Add +3.2% | 251,726 | $22.6M |
| Janney Montgomery Scott LLC | 0.07% | Add +17.3% | 246,674 | $22.2M |
| New England Private Wealth Advisors LLC | 3.88% | Add +0.9% | 246,143 | $22.1M |
| Sigma Planning Corp | 0.69% | Add +98.0% | 242,556 | $21.8M |
| MinichMacGregor Wealth Management, LLC | 5.56% | Add +12.2% | 243,906 | $21.8M |
| MAI Capital Management | 0.23% | Reduce -5.5% | 240,459 | $21.6M |
| Stratos Wealth Partners, LTD. | 0.36% | Add +23.8% | 238,709 | $21.5M |
| Redhawk Wealth Advisors, Inc. | 3.48% | Add +64.1% | 237,925 | $21.4M |
| Roundview Capital LLC | 1.71% | Add +7.4% | 232,927 | $20.9M |
| DAVENPORT & Co LLC | 0.13% | Add +34.1% | 232,294 | $20.9M |
| Drake & Associates, LLC | 7.49% | Add +5.7% | 227,717 | $20.5M |
| Prospera Financial Services Inc | 0.61% | Add +22.0% | 227,307 | $20.4M |
| Berkshire Money Management, Inc. | 2.47% | Add +60.2% | 227,182 | $20.4M |
| Valley Wealth Managers, Inc. | 1.52% | Reduce -7.5% | 224,535 | $20.2M |
| Allworth Financial LP | 0.14% | Add +45.0% | 218,959 | $19.7M |
| Ratio Wealth Group | 3.65% | Add +7.4% | 217,807 | $19.6M |
| Harbour Trust & Investment Management Co | 2.44% | Add +3.5% | 216,150 | $19.4M |
| Core Wealth Advisors, Inc. | 6.55% | Add +3.1% | 214,502 | $19.3M |
| Aspen Wealth Strategies, LLC | 13.21% | Add +4.1% | 212,748 | $19.1M |
| TAP Consulting, LLC | 4.17% | Add +105.0% | 210,902 | $19.0M |
| Kestra Private Wealth Services, LLC | 0.42% | Add +93.3% | 209,015 | $18.8M |
| Federation des caisses Desjardins du Quebec | 0.13% | Add +0.6% | 204,694 | $18.4M |
| Buttonwood Financial Advisors Inc. | 8.24% | Add +5.0% | 194,827 | $17.5M |
| Truist Financial Corp. | 0.03% | Reduce -17.9% | 194,701 | $17.5M |
| Dynamic Advisor Solutions LLC | 0.58% | Add +10.0% | 189,569 | $17.0M |
| Ethos Financial Group, LLC | 3.26% | Add +0.2% | 189,532 | $17.0M |
| Smith Anglin Financial, LLC | 1.76% | Reduce -7.3% | 189,208 | $17.0M |
| Barings LLC | 0.43% | Add +91.5% | 188,768 | $17.0M |
| Patton Albertson Miller Group, LLC | 2.53% | Add +42.3% | 188,140 | $16.9M |
| Wealthcare Advisory Partners LLC | 0.54% | Add +13.4% | 182,641 | $16.4M |
| Provident Wealth Management, LLC | 6.00% | Reduce -2.9% | 178,334 | $16.0M |
| Atria Wealth Solutions, Inc. | 0.18% | Add +39.7% | 177,312 | $15.9M |
"% of holder's portfolio" is MOAT's weight in each manager's 13F, not the share of Vaneck Morningstar Wide Moat the manager owns.