Vaneck Morningstar Wide MoatMOATETF
13F holders, Q3 2024 (September 30)672holders +13
51new positions
38sold out
5famous investors
$96.91avg. 13F price*
At the end of Q3 2024, 672 institutions reported holding Vaneck Morningstar Wide Moat (MOAT) in their 13F filings, up 13 from Q2 2024. 51 opened new positions and 38 sold out. The largest holders were Morgan Stanley ($839.5M), Bank of America Corp. ($787.2M) and LPL Financial LLC ($763.7M). 5 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Vaneck Morningstar Wide Moat
- CUSIP
- 92189F643
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 51 | $132.2M |
| Exits | 38 | $46.2M |
All 13F filers, Q2 2024 → Q3 2024: 5,961,189 shares bought and 4,565,683 shares sold, net +1,395,506 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 672 holders
| Morgan Stanley | 0.06% | Add +1.6% | 8,659,202 | $839.5M |
| Bank of America Corp. | 0.07% | Reduce -5.0% | 8,119,476 | $787.2M |
| LPL Financial LLC | 0.34% | Add +8.4% | 7,877,723 | $763.7M |
| Raymond James Financial Services Advisors, Inc. | 0.42% | Add +1.1% | 3,214,645 | $311.7M |
| Mesirow Financial Investment Management, Inc. | 4.96% | Add +3.6% | 2,641,655 | $256.1M |
| Wells Fargo & Company | 0.06% | Reduce -2.5% | 2,636,315 | $255.6M |
| Raymond James & Associates | 0.14% | Add +0.3% | 2,386,177 | $231.3M |
| Commonwealth Equity Services, LLC | 0.33% | Reduce -10.5% | 2,228,696 | $216.1M |
| Ameriprise Financial Inc. | 0.05% | Reduce -8.2% | 2,041,456 | $199.4M |
| UBS Group AG | 0.05% | Reduce -9.0% | 1,919,646 | $186.1M |
| Cwm, LLC | 0.48% | Add +10.5% | 1,152,800 | $111.8M |
| Provenance Wealth Advisors, LLC | 13.89% | Reduce -2.1% | 1,146,942 | $111.2M |
| Royal Bank of Canada | 0.02% | Add +17.2% | 1,108,853 | $107.5M |
| First Foundation Advisors | 3.88% | Reduce -1.2% | 1,061,491 | $102.9M |
| Brookstone Capital Management | 1.45% | Add +2.8% | 1,015,140 | $98.4M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +3.0% | 966,547 | $93.7M |
| Southern Farm Bureau Life Insurance | 12.88% | No change | 845,027 | $81.9M |
| Cambridge Investment Research Advisors, Inc. | 0.28% | Add +1.8% | 844,973 | $81.9M |
| Obermeyer Wealth Partners | 4.26% | Add +2.5% | 820,877 | $79.6M |
| JNBA Financial Advisors | 7.96% | Add +0.2% | 815,739 | $79.1M |
| HighTower Advisors, LLC | 0.11% | Add +7.0% | 768,506 | $74.5M |
| Osaic Holdings, Inc. | 0.17% | Add +1.5% | 764,932 | $74.2M |
| Thrivent Financial for Lutherans | 0.14% | Reduce -26.4% | 764,145 | $74.1M |
| Cetera Investment Advisers | 0.16% | Add +4.9% | 748,385 | $72.6M |
| OneDigital Investment Advisors LLC | 0.82% | Reduce -3.2% | 739,484 | $71.7M |
| Avantax Advisory Services, Inc. | 0.47% | Add +115.7% | 735,646 | $71.3M |
| Morningstar Investment Services LLC | 0.68% | Reduce -2.7% | 687,188 | $66.6M |
| Employees' Retirement Fund of the City of Fort Worth | 29.28% | No change | 661,874 | $64.2M |
| Bank of New York Mellon Corp | 0.01% | Reduce -1.6% | 584,722 | $56.7M |
| Sfmg, LLC | 4.59% | Add +1.0% | 583,753 | $56.6M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -19.7% | 566,873 | $55.0M |
| Verde Capital Management | 16.46% | Reduce -4.1% | 565,925 | $54.9M |
| Private Advisor Group, LLC | 0.34% | Reduce -26.3% | 560,539 | $54.3M |
| Apexium Financial, LP | 3.56% | Add +7.7% | 557,347 | $54.0M |
| Kelman-Lazarov, Inc. | 9.14% | Add +1.2% | 547,993 | $53.1M |
| Wealth Enhancement Advisory Services, LLC | 0.11% | Reduce -21.6% | 546,537 | $53.0M |
| Whitaker-Myers Wealth Managers, LTD. | 16.87% | Add +2.3% | 523,347 | $50.7M |
| TTP Investments, Inc. | 17.42% | Add +10.7% | 522,493 | $50.7M |
| Regatta Capital Group, LLC | 9.58% | Add +11.1% | 509,189 | $49.4M |
| Alliancebernstein L.P. | 0.02% | New | 494,131 | $47.9M |
| Financial Management Network Inc. | 9.82% | Add +3.3% | 488,251 | $46.9M |
| First International Bank & Trust | 14.52% | Add +0.3% | 467,225 | $45.3M |
| Ceera Investments, LLC | 17.01% | Add +2.6% | 465,474 | $45.1M |
| OVERSEA-CHINESE BANKING Corp Ltd | 1.26% | Reduce -18.7% | 464,176 | $45.0M |
| Stifel Financial Corp. | 0.05% | Add +4.9% | 458,671 | $44.5M |
| Cahill Financial Advisors Inc. | 6.04% | Reduce -8.0% | 455,522 | $44.2M |
| Leelyn Smith, LLC | 7.83% | Add +1.6% | 447,292 | $43.4M |
| Tanager Wealth Management LLP | 5.82% | Add +0.7% | 446,266 | $43.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.18% | Add +0.7% | 428,900 | $41.5M |
| Jones Financial Companies LLLP | 0.04% | Add +151.8% | 420,321 | $40.7M |
| Stephens Inc. | 0.56% | Add +2.7% | 409,727 | $39.7M |
| Sequoia Financial Advisors, LLC | 0.39% | Reduce -5.1% | 372,027 | $36.1M |
| Harbor Group, Inc. | 8.26% | Add +2.0% | 368,450 | $35.7M |
| Summit Asset Management, LLC | 3.90% | Add +5.4% | 352,020 | $34.1M |
| EP Wealth Advisors, LLC | 0.29% | Add +2.6% | 347,904 | $33.7M |
| G2 Capital Management, LLC / Oh | 9.92% | Add +0.3% | 347,360 | $33.7M |
| Cerity Partners LLC | 0.07% | Reduce -3.9% | 344,107 | $33.4M |
| Tompkins Financial Corp. | 3.17% | Reduce -0.8% | 341,424 | $33.1M |
| Two Sigma Investments, LP | 0.08% | Add +66.5% | 337,900 | $32.8M |
| Redhawk Wealth Advisors, Inc. | 4.38% | Add +11390.1% | 316,668 | $30.7M |
| Palo Alto Wealth Advisors, LLC | 12.50% | Reduce -2.1% | 311,240 | $30.2M |
| Level Four Advisory Services, LLC | 1.27% | Add +10.7% | 319,683 | $30.1M |
| Steward Partners Investment Advisory, LLC | 0.28% | Reduce -1.1% | 307,209 | $29.8M |
| Beaumont Financial Advisors, LLC | 2.32% | Add +0.7% | 305,709 | $29.6M |
| Geneos Wealth Management Inc. | 1.13% | Reduce -0.6% | 305,495 | $29.6M |
| Smart Money Group LLC | 10.56% | Reduce -4.0% | 314,085 | $29.6M |
| Planned Solutions, Inc. | 11.72% | Add +0.8% | 297,069 | $28.8M |
| Beaumont Asset Management, L.L.C. | 15.39% | Reduce -2.1% | 272,980 | $26.5M |
| Visionary Wealth Advisors | 1.56% | Reduce -6.5% | 263,809 | $25.6M |
| MinichMacGregor Wealth Management, LLC | 5.45% | Reduce -4.4% | 262,192 | $25.4M |
| Sanctuary Advisors, LLC | 0.15% | Add +58.9% | 250,742 | $24.4M |
| MML Investors Services, LLC | 0.09% | Add +0.0% | 250,947 | $24.3M |
| Stratos Wealth Partners, LTD. | 0.35% | Add +0.2% | 249,631 | $24.2M |
| Berkshire Money Management, Inc. | 2.75% | Add +5.0% | 247,853 | $24.0M |
| Janney Montgomery Scott LLC | 0.07% | Add +9.2% | 245,575 | $23.8M |
| Buttonwood Financial Advisors Inc. | 10.31% | Add +12.3% | 243,878 | $23.6M |
| Drake & Associates, LLC | 7.43% | Add +2.0% | 237,341 | $23.0M |
| Activest Wealth Management | 7.07% | Add +1.3% | 236,134 | $22.9M |
| Davidson Capital Management Inc. | 6.49% | Reduce -0.2% | 232,268 | $22.5M |
| Ancora Advisors LLC | 0.51% | Add +12.8% | 231,740 | $22.5M |
| Prospera Financial Services Inc | 0.57% | Add +0.7% | 231,031 | $22.4M |
| SK Wealth Management, LLC | 11.38% | — | 237,496 | $22.3M |
| TAP Consulting, LLC | 4.36% | Add +3.8% | 228,715 | $22.2M |
| New England Private Wealth Advisors LLC | 3.54% | Reduce -7.7% | 226,337 | $21.9M |
| Aspen Wealth Strategies, LLC | 14.05% | Add +4.7% | 225,018 | $21.8M |
| DAVENPORT & Co LLC | 0.13% | Reduce -4.1% | 223,325 | $21.7M |
| Ethos Financial Group, LLC | 3.53% | Add +10.1% | 218,606 | $21.2M |
| Kestra Private Wealth Services, LLC | 0.38% | Add +16.7% | 214,485 | $20.8M |
| Citigroup Inc. | 0.02% | Add +1.4% | 203,480 | $19.7M |
| MAI Capital Management | 0.19% | Reduce -6.6% | 199,514 | $19.3M |
| Sigma Planning Corp | 0.59% | Reduce -5.6% | 198,608 | $19.3M |
| Dynamic Advisor Solutions LLC | 0.57% | Add +1.2% | 197,121 | $19.1M |
| Apriem Advisors | 2.23% | Add +12.9% | 197,002 | $19.1M |
| Fiduciary Financial Group, LLC | 4.31% | Add +1.5% | 196,305 | $18.8M |
| Wealthcare Advisory Partners LLC | 0.53% | Add +3.8% | 193,194 | $18.7M |
| Patton Albertson Miller Group, LLC | 2.54% | Reduce -4.0% | 192,580 | $18.7M |
| Eagle Strategies LLC | 3.35% | Add +4.8% | 191,200 | $18.5M |
| Harbour Trust & Investment Management Co | 2.06% | Reduce -17.9% | 186,868 | $18.1M |
| Darrow Company, Inc. | 10.16% | Add +5.0% | 180,203 | $17.5M |
| Mariner, LLC | 0.03% | Add +4.0% | 170,193 | $16.5M |
"% of holder's portfolio" is MOAT's weight in each manager's 13F, not the share of Vaneck Morningstar Wide Moat the manager owns.