Vaneck Morningstar Wide MoatMOATETF
13F holders, Q2 2024 (June 30)659holders +27
61new positions
41sold out
5famous investors
$86.70avg. 13F price*
At the end of Q2 2024, 659 institutions reported holding Vaneck Morningstar Wide Moat (MOAT) in their 13F filings, up 27 from Q1 2024. 61 opened new positions and 41 sold out. The largest holders were Bank of America Corp. ($740.0M), Morgan Stanley ($737.9M) and LPL Financial LLC ($629.1M). 5 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 61 | $101.5M |
| Exits | 41 | $87.2M |
All 13F filers, Q1 2024 → Q2 2024: 4,852,798 shares bought and 6,656,002 shares sold, net −1,803,204 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 659 holders
| Bank of America Corp. | 0.07% | Reduce -3.3% | 8,544,301 | $740.0M |
| Morgan Stanley | 0.06% | Reduce -2.0% | 8,520,343 | $737.9M |
| LPL Financial LLC | 0.31% | Reduce -0.5% | 7,264,040 | $629.1M |
| Raymond James Financial Services Advisors, Inc. | 0.39% | Reduce -2.1% | 3,178,922 | $275.3M |
| Wells Fargo & Company | 0.06% | Add +1.7% | 2,702,748 | $234.1M |
| Mesirow Financial Investment Management, Inc. | 4.97% | Add +1.7% | 2,550,227 | $220.9M |
| Commonwealth Equity Services, LLC | 0.34% | Add +1.2% | 2,489,450 | $215.6M |
| Raymond James & Associates | 0.14% | Add +0.4% | 2,378,268 | $206.0M |
| Ameriprise Financial Inc. | 0.05% | Reduce -4.2% | 2,223,069 | $193.0M |
| UBS Group AG | 0.06% | Reduce -4.2% | 2,108,636 | $182.6M |
| Provenance Wealth Advisors, LLC | 14.19% | Reduce -1.1% | 1,171,778 | $101.5M |
| First Foundation Advisors | 3.56% | Add +5.4% | 1,074,614 | $93.1M |
| Cwm, LLC | 0.43% | Add +3.5% | 1,043,406 | $90.4M |
| Thrivent Financial for Lutherans | 0.18% | Reduce -32.2% | 1,037,654 | $89.9M |
| Brookstone Capital Management | 1.47% | Add +40.8% | 987,292 | $88.5M |
| Royal Bank of Canada | 0.02% | Add +46.8% | 946,265 | $82.0M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +4.4% | 938,143 | $81.3M |
| Southern Farm Bureau Life Insurance | 12.03% | No change | 845,027 | $73.2M |
| Cambridge Investment Research Advisors, Inc. | 0.27% | Reduce -10.1% | 829,953 | $71.9M |
| JNBA Financial Advisors | 7.44% | Add +2.9% | 814,007 | $70.5M |
| Obermeyer Wealth Partners | 3.97% | Add +4.1% | 800,520 | $69.3M |
| OneDigital Investment Advisors LLC | 0.83% | Reduce -3.9% | 763,577 | $66.1M |
| Private Advisor Group, LLC | 0.44% | Add +6.4% | 760,080 | $65.8M |
| Osaic Holdings, Inc. | 0.15% | Reduce -56.7% | 753,435 | $65.3M |
| HighTower Advisors, LLC | 0.10% | Add +5.3% | 718,123 | $62.2M |
| Cetera Investment Advisers | 0.14% | Add +8.8% | 713,441 | $61.8M |
| Morningstar Investment Services LLC | 0.67% | Reduce -2.4% | 706,356 | $61.4M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -16.5% | 705,796 | $61.1M |
| Wealth Enhancement Advisory Services, LLC | 0.14% | Reduce -0.3% | 697,173 | $60.4M |
| Employees' Retirement Fund of the City of Fort Worth | 24.88% | Reduce -11.6% | 661,874 | $57.3M |
| Bank of New York Mellon Corp | 0.01% | Add +1.9% | 594,522 | $51.5M |
| Verde Capital Management | 16.23% | Add +3.8% | 590,344 | $51.1M |
| Sfmg, LLC | 4.35% | Reduce -0.1% | 578,027 | $50.1M |
| OVERSEA-CHINESE BANKING Corp Ltd | 1.49% | Reduce -4.1% | 570,875 | $49.4M |
| Kelman-Lazarov, Inc. | 8.74% | Reduce -0.7% | 541,411 | $46.9M |
| Apexium Financial, LP | 3.20% | Add +2.6% | 517,465 | $44.8M |
| Whitaker-Myers Wealth Managers, LTD. | 16.37% | Add +5.0% | 511,853 | $44.3M |
| Cahill Financial Advisors Inc. | 5.87% | Reduce -8.7% | 495,216 | $42.9M |
| TTP Investments, Inc. | 15.36% | Add +15.9% | 472,034 | $40.9M |
| Financial Management Network Inc. | 9.81% | Add +4.4% | 472,494 | $40.9M |
| First International Bank & Trust | 13.89% | Add +0.7% | 466,038 | $40.4M |
| Regatta Capital Group, LLC | 8.55% | Add +3.0% | 458,451 | $39.7M |
| Ceera Investments, LLC | 16.62% | Add +11.4% | 453,767 | $39.3M |
| Tanager Wealth Management LLP | 5.71% | Add +5.4% | 443,101 | $38.4M |
| Leelyn Smith, LLC | 7.37% | Reduce -0.1% | 440,043 | $38.1M |
| Stifel Financial Corp. | 0.04% | Reduce -2.8% | 437,120 | $37.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.18% | No change | 426,000 | $37.0M |
| Stephens Inc. | 0.53% | Add +7.4% | 398,825 | $34.5M |
| Sequoia Financial Advisors, LLC | 0.41% | Add +3.1% | 392,000 | $34.0M |
| Harbor Group, Inc. | 8.01% | Add +2.2% | 361,079 | $31.3M |
| Cerity Partners LLC | 0.08% | Add +2.8% | 357,906 | $31.0M |
| G2 Capital Management, LLC / Oh | 9.34% | Add +4.0% | 346,266 | $30.0M |
| Smart Money Group LLC | 10.68% | Reduce -0.9% | 327,277 | $29.9M |
| Tompkins Financial Corp. | 3.12% | Add +3.0% | 344,160 | $29.8M |
| Avantax Advisory Services, Inc. | 0.21% | Add +219.5% | 340,988 | $29.5M |
| EP Wealth Advisors, LLC | 0.31% | Reduce -1.1% | 339,193 | $29.4M |
| Summit Asset Management, LLC | 3.42% | Add +6.5% | 334,085 | $28.9M |
| Palo Alto Wealth Advisors, LLC | 19.02% | Reduce -1.2% | 317,771 | $27.5M |
| Steward Partners Investment Advisory, LLC | 0.28% | Add +1.2% | 310,608 | $26.9M |
| Geneos Wealth Management Inc. | 1.18% | Reduce -8.3% | 307,477 | $26.6M |
| Beaumont Financial Advisors, LLC | 2.10% | Reduce -1.3% | 303,749 | $26.3M |
| Planned Solutions, Inc. | 12.54% | Reduce -0.5% | 294,759 | $25.5M |
| Level Four Advisory Services, LLC | 1.13% | Reduce -20.6% | 288,750 | $25.0M |
| Visionary Wealth Advisors | 1.60% | Reduce -2.3% | 282,184 | $24.4M |
| Beaumont Asset Management, L.L.C. | 15.51% | Add +1.6% | 278,783 | $24.1M |
| MinichMacGregor Wealth Management, LLC | 5.80% | Add +12.5% | 274,335 | $23.8M |
| MML Investors Services, LLC | 0.09% | Reduce -21.3% | 250,937 | $21.7M |
| Stratos Wealth Partners, LTD. | 0.35% | Add +4.4% | 249,110 | $21.6M |
| New England Private Wealth Advisors LLC | 3.71% | Reduce -0.4% | 245,227 | $21.2M |
| Berkshire Money Management, Inc. | 2.48% | Add +3.9% | 236,087 | $20.4M |
| Activest Wealth Management | 6.64% | Reduce -7.4% | 233,099 | $20.2M |
| DAVENPORT & Co LLC | 0.13% | Add +0.2% | 232,805 | $20.2M |
| Davidson Capital Management Inc. | 6.21% | Reduce -66.2% | 232,741 | $20.2M |
| Drake & Associates, LLC | 7.21% | Add +2.1% | 232,592 | $20.1M |
| Brass Tax Wealth Management, Inc. | 3.94% | New | 232,592 | $20.1M |
| Atria Investments, Inc | 0.26% | Add +243.9% | 231,236 | $20.0M |
| Prospera Financial Services Inc | 0.55% | Add +0.9% | 229,404 | $19.9M |
| Harbour Trust & Investment Management Co | 2.35% | Add +5.4% | 227,738 | $19.7M |
| Two Sigma Advisers, LP | 0.04% | New | 226,100 | $19.6M |
| Janney Montgomery Scott LLC | 0.06% | Reduce -8.8% | 224,867 | $19.5M |
| Aspen Wealth Strategies, LLC | 13.39% | Add +1.0% | 214,969 | $19.3M |
| TAP Consulting, LLC | 4.03% | Add +4.5% | 220,417 | $19.1M |
| Buttonwood Financial Advisors Inc. | 8.87% | Add +11.4% | 217,095 | $18.8M |
| MAI Capital Management | 0.18% | Reduce -11.2% | 213,528 | $18.5M |
| Sigma Planning Corp | 0.58% | Reduce -13.3% | 210,393 | $18.2M |
| Ancora Advisors LLC | 0.44% | Add +18.6% | 205,486 | $17.8M |
| Two Sigma Investments, LP | 0.04% | New | 203,000 | $17.6M |
| D. E. Shaw & Co. | 0.03% | Add +1358.2% | 201,694 | $17.5M |
| Patton Albertson Miller Group, LLC | 2.47% | Add +6.7% | 200,647 | $17.4M |
| Citigroup Inc. | 0.02% | Reduce -20.8% | 200,619 | $17.4M |
| Fiduciary Financial Group, LLC | 4.18% | — | 193,444 | $17.3M |
| Ethos Financial Group, LLC | 3.05% | Add +4.7% | 198,511 | $17.2M |
| Dynamic Advisor Solutions LLC | 0.53% | Add +2.8% | 194,846 | $16.9M |
| Truist Financial Corp. | 0.03% | Reduce -1.4% | 191,936 | $16.6M |
| Wealthcare Advisory Partners LLC | 0.50% | Add +1.9% | 186,113 | $16.1M |
| Allworth Financial LP | 0.10% | Reduce -16.9% | 181,838 | $16.0M |
| Kestra Private Wealth Services, LLC | 0.32% | Reduce -12.1% | 183,752 | $15.9M |
| Atria Wealth Solutions, Inc. | 0.18% | Add +3.4% | 183,329 | $15.9M |
| Eagle Strategies LLC | 3.02% | Add +652.6% | 182,448 | $15.8M |
| Apriem Advisors | 1.85% | Add +10.7% | 174,455 | $15.1M |
"% of holder's portfolio" is MOAT's weight in each manager's 13F, not the share of Vaneck Morningstar Wide Moat the manager owns.