Vaneck Morningstar Wide MoatMOATETF
13F holders, Q4 2024 (December 31)714holders +42
42new positions
43sold out
3famous investors
$92.74avg. 13F price*
At the end of Q4 2024, 714 institutions reported holding Vaneck Morningstar Wide Moat (MOAT) in their 13F filings, up 42 from Q3 2024. 42 opened new positions and 43 sold out. The largest holders were Morgan Stanley ($819.3M), Bank of America Corp. ($745.5M) and LPL Financial LLC ($675.6M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $44.6M |
| Exits | 43 | $146.0M |
All 13F filers, Q3 2024 → Q4 2024: 4,316,656 shares bought and 5,732,662 shares sold, net −1,416,006 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 714 holders
| Morgan Stanley | 0.06% | Add +2.0% | 8,835,865 | $819.3M |
| Bank of America Corp. | 0.07% | Reduce -1.0% | 8,039,845 | $745.5M |
| LPL Financial LLC | 0.28% | Reduce -7.5% | 7,285,775 | $675.6M |
| Raymond James Financial Inc. | 0.19% | — | 5,420,559 | $502.6M |
| Mesirow Financial Investment Management, Inc. | 6.45% | Add +32.5% | 3,500,055 | $324.5M |
| Wells Fargo & Company | 0.06% | Add +3.0% | 2,714,039 | $251.7M |
| Commonwealth Equity Services, LLC | 0.30% | Reduce -1.5% | 2,195,450 | $203.6M |
| Ameriprise Financial Inc. | 0.05% | Reduce -1.2% | 2,017,717 | $187.1M |
| UBS Group AG | 0.04% | Reduce -1.0% | 1,900,221 | $176.2M |
| Cwm, LLC | 0.47% | Add +5.6% | 1,217,717 | $112.9M |
| Royal Bank of Canada | 0.02% | Add +2.7% | 1,138,998 | $105.6M |
| Provenance Wealth Advisors, LLC | 13.64% | Reduce -0.7% | 1,138,672 | $105.6M |
| First Foundation Advisors | 3.84% | Add +3.7% | 1,100,938 | $102.1M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +2.3% | 988,267 | $91.6M |
| Cambridge Investment Research Advisors, Inc. | 0.29% | Add +9.9% | 928,301 | $86.1M |
| Brookstone Capital Management | 1.21% | Reduce -11.7% | 896,260 | $83.1M |
| Avantax Advisory Services, Inc. | 0.51% | Add +18.2% | 869,839 | $80.7M |
| Obermeyer Wealth Partners | 4.11% | Add +3.7% | 851,412 | $78.9M |
| Southern Farm Bureau Life Insurance | 11.13% | No change | 845,027 | $78.3M |
| Osaic Holdings, Inc. | 0.17% | Add +7.8% | 824,952 | $76.5M |
| JNBA Financial Advisors | 7.77% | Add +0.6% | 820,432 | $76.1M |
| HighTower Advisors, LLC | 0.10% | Add +0.6% | 772,967 | $71.7M |
| Cetera Investment Advisers | 0.15% | Add +2.5% | 766,986 | $71.1M |
| Thrivent Financial for Lutherans | 0.13% | Reduce -6.1% | 717,267 | $67.2M |
| Jones Financial Companies LLLP | 0.06% | Add +62.0% | 680,945 | $63.1M |
| OneDigital Investment Advisors LLC | 0.72% | Reduce -9.8% | 666,851 | $61.8M |
| Employees' Retirement Fund of the City of Fort Worth | 28.62% | No change | 661,874 | $61.4M |
| Envestnet Asset Management Inc. | 0.02% | Add +5.5% | 597,826 | $55.4M |
| Sfmg, LLC | 4.27% | Reduce -0.0% | 583,516 | $54.1M |
| Apexium Financial, LP | 3.25% | Add +3.5% | 576,735 | $53.5M |
| Verde Capital Management | 14.84% | Add +0.3% | 567,460 | $52.6M |
| Whitaker-Myers Wealth Managers, LTD. | 15.08% | Add +6.6% | 557,736 | $51.7M |
| TTP Investments, Inc. | 17.38% | Add +2.6% | 536,118 | $49.7M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Reduce -2.3% | 533,907 | $49.5M |
| Kelman-Lazarov, Inc. | 8.77% | Reduce -4.1% | 525,528 | $48.7M |
| Regatta Capital Group, LLC | 9.43% | Add +3.0% | 524,562 | $48.6M |
| Private Advisor Group, LLC | 0.27% | Reduce -6.4% | 524,467 | $48.6M |
| Stifel Financial Corp. | 0.05% | Add +9.5% | 502,251 | $46.6M |
| Financial Management Network Inc. | 9.58% | Add +1.9% | 497,594 | $46.1M |
| Ceera Investments, LLC | 15.54% | Add +4.8% | 488,039 | $45.3M |
| First International Bank & Trust | 14.60% | Add +4.1% | 486,209 | $45.1M |
| Tanager Wealth Management LLP | 5.76% | Add +7.2% | 478,593 | $44.4M |
| Leelyn Smith, LLC | 7.65% | Add +3.6% | 463,291 | $43.0M |
| Cahill Financial Advisors Inc. | 5.78% | Add +0.9% | 459,778 | $42.6M |
| Stephens Inc. | 0.53% | Reduce -0.5% | 407,723 | $37.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.15% | Reduce -6.7% | 400,000 | $37.0M |
| Harbor Group, Inc. | 7.96% | Add +3.6% | 381,873 | $35.4M |
| Bank of New York Mellon Corp | 0.01% | Reduce -35.3% | 378,586 | $35.1M |
| Summit Asset Management, LLC | 5.98% | Add +4.3% | 367,160 | $34.0M |
| G2 Capital Management, LLC / Oh | 9.70% | Add +2.2% | 354,979 | $32.9M |
| Cerity Partners LLC | 0.07% | Add +0.1% | 344,539 | $31.9M |
| Tompkins Financial Corp. | 2.95% | Add +0.2% | 342,045 | $31.7M |
| EP Wealth Advisors, LLC | 0.25% | Reduce -3.3% | 336,389 | $31.2M |
| Geneos Wealth Management Inc. | 1.08% | Add +9.2% | 333,695 | $30.9M |
| Level Four Advisory Services, LLC | 1.26% | Add +4.1% | 332,704 | $30.9M |
| Redhawk Wealth Advisors, Inc. | 4.13% | Add +4.0% | 329,488 | $30.6M |
| Smart Money Group LLC | 10.27% | Add +2.1% | 320,797 | $29.7M |
| Palo Alto Wealth Advisors, LLC | 9.98% | Reduce -1.5% | 306,674 | $28.4M |
| Steward Partners Investment Advisory, LLC | 0.25% | Reduce -0.4% | 305,871 | $28.4M |
| Planned Solutions, Inc. | 11.08% | Reduce -1.7% | 292,121 | $27.1M |
| Beaumont Financial Advisors, LLC | 1.91% | Reduce -10.4% | 273,979 | $25.4M |
| Virtus Wealth Solutions LLC | 5.95% | — | 272,452 | $25.3M |
| MinichMacGregor Wealth Management, LLC | 5.20% | Add +3.0% | 270,157 | $25.1M |
| Beaumont Asset Management, L.L.C. | 14.48% | Reduce -1.2% | 269,598 | $25.0M |
| MML Investors Services, LLC | 0.09% | Add +7.0% | 268,443 | $24.9M |
| Barings LLC | 0.58% | Add +116.4% | 260,441 | $24.2M |
| Sanctuary Advisors, LLC | 0.15% | Reduce -0.0% | 250,703 | $24.1M |
| Visionary Wealth Advisors | 1.41% | Reduce -1.7% | 259,230 | $24.0M |
| Buttonwood Financial Advisors Inc. | 10.44% | Add +5.0% | 255,997 | $23.7M |
| Janney Montgomery Scott LLC | 0.07% | Add +3.7% | 254,560 | $23.6M |
| Berkshire Money Management, Inc. | 2.52% | Add +0.8% | 249,746 | $23.2M |
| Activest Wealth Management | 6.46% | Add +5.5% | 249,052 | $23.1M |
| Ancora Advisors LLC | 0.51% | Add +5.4% | 244,248 | $22.6M |
| Ethos Financial Group, LLC | 2.89% | Add +8.9% | 238,063 | $22.1M |
| SK Wealth Management, LLC | 11.22% | Add +0.0% | 237,596 | $22.0M |
| Creative Planning | 0.02% | Add +53.8% | 233,708 | $21.7M |
| DAVENPORT & Co LLC | 0.13% | Add +4.0% | 232,234 | $21.5M |
| Foguth Wealth Management, LLC. | 5.63% | Add +43.4% | 224,264 | $21.5M |
| Kestra Private Wealth Services, LLC | 0.37% | Add +8.0% | 231,601 | $21.5M |
| Davidson Capital Management Inc. | 5.63% | Reduce -0.7% | 230,746 | $21.4M |
| Sequoia Financial Advisors, LLC | 0.21% | Reduce -38.1% | 230,396 | $21.4M |
| Prospera Financial Services Inc | 0.49% | Reduce -1.3% | 228,053 | $21.1M |
| Apriem Advisors | 2.41% | Add +15.1% | 226,652 | $21.0M |
| TAP Consulting, LLC | 4.20% | Reduce -3.1% | 221,704 | $20.6M |
| Aspen Wealth Strategies, LLC | 12.95% | Reduce -2.9% | 218,397 | $20.3M |
| Citigroup Inc. | 0.02% | Add +5.4% | 214,519 | $19.9M |
| Eagle Strategies LLC | 3.33% | Add +8.6% | 207,689 | $19.3M |
| Sigma Planning Corp | 0.59% | Add +1.4% | 201,474 | $18.7M |
| Fiduciary Financial Group, LLC | 4.06% | Add +3.5% | 203,183 | $18.5M |
| Signal Advisors Wealth, LLC | 2.09% | Add +28.8% | 199,518 | $18.5M |
| MAI Capital Management | 0.14% | Reduce -0.0% | 199,466 | $18.5M |
| Harbour Trust & Investment Management Co | 1.99% | Add +0.9% | 188,549 | $17.5M |
| Mariner, LLC | 0.03% | Add +7.5% | 182,936 | $17.0M |
| Wealthcare Advisory Partners LLC | 0.47% | Reduce -5.3% | 182,934 | $17.0M |
| Darrow Company, Inc. | 9.69% | Reduce -0.0% | 180,146 | $16.7M |
| IFP Advisors, Inc | 0.54% | Add +9.2% | 178,415 | $16.5M |
| New England Private Wealth Advisors LLC | 2.61% | Reduce -21.6% | 177,486 | $16.5M |
| S.E.E.D. Planning Group LLC | 5.30% | Add +15.9% | 171,268 | $15.9M |
| Philip James Wealth Mangement, LLC | 2.08% | Add +2.3% | 167,036 | $15.5M |
| Journey Strategic Wealth LLC | 0.57% | Add +14.8% | 164,899 | $15.3M |
"% of holder's portfolio" is MOAT's weight in each manager's 13F, not the share of Vaneck Morningstar Wide Moat the manager owns.