Vaneck Morningstar Wide MoatMOATETF
13F holders, Q1 2025 (March 31)705holders −9
52new positions
53sold out
4famous investors
$87.94avg. 13F price*
At the end of Q1 2025, 705 institutions reported holding Vaneck Morningstar Wide Moat (MOAT) in their 13F filings, down 9 from Q4 2024. 52 opened new positions and 53 sold out. The largest holders were Morgan Stanley ($689.2M), Bank of America Corp. ($635.9M) and LPL Financial LLC ($614.8M). 4 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 Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Vaneck Morningstar Wide Moat
- CUSIP
- 92189F643
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 52 | $86.8M |
| Exits | 53 | $44.7M |
All 13F filers, Q4 2024 → Q1 2025: 3,312,988 shares bought and 12,199,448 shares sold, net −8,886,460 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 705 holders
| Morgan Stanley | 0.05% | Reduce -11.4% | 7,832,092 | $689.2M |
| Bank of America Corp. | 0.06% | Reduce -10.1% | 7,226,397 | $635.9M |
| LPL Financial LLC | 0.24% | Reduce -4.1% | 6,986,164 | $614.8M |
| Raymond James Financial Inc. | 0.15% | Reduce -16.9% | 4,505,113 | $396.4M |
| Mesirow Financial Investment Management, Inc. | 4.68% | Reduce -21.5% | 2,746,441 | $241.7M |
| Wells Fargo & Company | 0.05% | Reduce -5.1% | 2,576,697 | $226.7M |
| Commonwealth Equity Services, LLC | 0.26% | Reduce -3.9% | 2,109,212 | $185.6M |
| Boulay Financial Advisors, LLC | 53.20% | — | 1,809,509 | $159.2M |
| Ameriprise Financial Inc. | 0.03% | Reduce -27.5% | 1,462,604 | $128.8M |
| Cwm, LLC | 0.39% | Reduce -7.8% | 1,122,232 | $98.8M |
| Provenance Wealth Advisors, LLC | 14.11% | Reduce -2.1% | 1,114,653 | $98.1M |
| UBS Group AG | 0.02% | Reduce -42.0% | 1,101,669 | $96.9M |
| First Foundation Advisors | 3.83% | Reduce -3.0% | 1,067,908 | $94.0M |
| Royal Bank of Canada | 0.02% | Reduce -11.8% | 1,004,659 | $88.4M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Reduce -7.7% | 912,501 | $80.3M |
| Obermeyer Wealth Partners | 4.14% | Add +3.5% | 881,212 | $77.5M |
| Jones Financial Companies LLLP | 0.07% | Add +29.6% | 882,771 | $77.4M |
| Brookstone Capital Management | 1.11% | Reduce -2.2% | 876,551 | $77.1M |
| Southern Farm Bureau Life Insurance | 10.91% | No change | 845,027 | $74.3M |
| Avantax Advisory Services, Inc. | 0.44% | Reduce -6.0% | 818,048 | $72.0M |
| Cetera Investment Advisers | 0.14% | Add +5.2% | 806,650 | $71.0M |
| Cambridge Investment Research Advisors, Inc. | 0.24% | Reduce -13.3% | 805,108 | $70.8M |
| Osaic Holdings, Inc. | 0.14% | Reduce -13.3% | 715,005 | $62.9M |
| Employees' Retirement Fund of the City of Fort Worth | 28.68% | No change | 661,874 | $58.2M |
| Envestnet Asset Management Inc. | 0.02% | Add +9.3% | 653,438 | $57.5M |
| JNBA Financial Advisors | 5.93% | Reduce -20.8% | 649,504 | $57.2M |
| Whitaker-Myers Wealth Managers, LTD. | 15.28% | Add +10.9% | 618,823 | $54.5M |
| HighTower Advisors, LLC | 0.07% | Reduce -20.1% | 617,241 | $54.3M |
| Sfmg, LLC | 4.19% | Add +3.4% | 603,594 | $53.1M |
| OneDigital Investment Advisors LLC | 0.63% | Reduce -9.5% | 603,279 | $53.1M |
| Apexium Financial, LP | 3.03% | Add +0.2% | 578,126 | $50.9M |
| Verde Capital Management | 14.01% | Reduce -1.4% | 559,452 | $49.2M |
| Kelman-Lazarov, Inc. | 8.58% | Add +2.2% | 537,081 | $47.3M |
| Regatta Capital Group, LLC | 9.10% | Add +1.8% | 534,212 | $47.0M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Reduce -0.2% | 532,833 | $46.9M |
| Ceera Investments, LLC | 15.86% | Add +7.2% | 523,361 | $46.1M |
| First International Bank & Trust | 14.14% | Add +4.5% | 508,006 | $44.7M |
| Stifel Financial Corp. | 0.05% | Reduce -0.0% | 502,225 | $44.2M |
| Tanager Wealth Management LLP | 5.67% | Add +3.6% | 495,849 | $43.6M |
| Leelyn Smith, LLC | 7.64% | Add +5.4% | 488,447 | $43.0M |
| Private Advisor Group, LLC | 0.25% | Reduce -9.3% | 475,505 | $41.8M |
| Cahill Financial Advisors Inc. | 5.43% | Reduce -1.3% | 453,732 | $39.9M |
| Financial Management Network Inc. | 8.89% | Add +1.1% | 502,966 | $39.5M |
| TTP Investments, Inc. | 16.03% | Reduce -19.4% | 432,220 | $38.0M |
| Harbor Group, Inc. | 7.20% | Add +7.2% | 409,473 | $36.0M |
| Stephens Inc. | 0.51% | Reduce -2.2% | 398,583 | $35.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.14% | Reduce -4.0% | 384,000 | $33.7M |
| Summit Asset Management, LLC | 5.68% | Add +1.6% | 372,994 | $32.8M |
| G2 Capital Management, LLC / Oh | 9.77% | Add +3.3% | 366,627 | $32.3M |
| Level Four Advisory Services, LLC | 1.27% | Add +5.7% | 351,777 | $31.0M |
| Apriem Advisors | 3.61% | Add +54.3% | 349,681 | $30.8M |
| Cerity Partners LLC | 0.06% | Reduce -1.4% | 339,624 | $29.9M |
| Foguth Wealth Management, LLC. | 6.50% | Add +35.8% | 304,581 | $26.8M |
| Ancora Advisors LLC | 0.59% | Add +22.6% | 299,334 | $26.3M |
| Planned Solutions, Inc. | 10.80% | Add +2.4% | 299,076 | $26.3M |
| Steward Partners Investment Advisory, LLC | 0.23% | Reduce -2.5% | 298,284 | $26.2M |
| Geneos Wealth Management Inc. | 0.86% | Reduce -12.2% | 293,040 | $25.8M |
| Signal Advisors Wealth, LLC | 2.48% | Add +44.3% | 287,923 | $25.3M |
| Visionary Wealth Advisors | 1.46% | Add +6.9% | 277,128 | $24.4M |
| Buttonwood Financial Advisors Inc. | 10.57% | Add +6.8% | 273,332 | $24.1M |
| Beaumont Financial Advisors, LLC | 1.86% | Reduce -1.8% | 269,130 | $23.7M |
| Virtus Wealth Solutions LLC | 7.16% | Reduce -1.5% | 268,259 | $23.6M |
| EP Wealth Advisors, LLC | 0.19% | Reduce -21.6% | 263,765 | $23.2M |
| Summit Financial, LLC | 0.64% | Add +4808.6% | 259,028 | $22.8M |
| Kestra Private Wealth Services, LLC | 0.38% | Add +11.1% | 257,389 | $22.7M |
| MML Investors Services, LLC | 0.08% | Reduce -4.2% | 257,142 | $22.6M |
| Berkshire Money Management, Inc. | 2.51% | Add +1.7% | 253,995 | $22.4M |
| Sanctuary Advisors, LLC | 0.16% | Add +0.3% | 251,521 | $22.1M |
| Ethos Financial Group, LLC | 2.12% | No change | 238,063 | $22.1M |
| Beaumont Asset Management, L.L.C. | 13.26% | Reduce -7.5% | 249,495 | $22.0M |
| Creative Planning | 0.02% | Add +5.1% | 245,555 | $21.6M |
| Activest Wealth Management | 5.51% | Reduce -6.3% | 233,225 | $20.5M |
| Sequoia Financial Advisors, LLC | 0.15% | Reduce -2.4% | 224,915 | $19.8M |
| Dynamic Advisor Solutions LLC | 0.65% | New | 224,137 | $19.7M |
| Prospera Financial Services Inc | 0.45% | Reduce -1.8% | 223,898 | $19.7M |
| Citigroup Inc. | 0.01% | Add +3.3% | 221,527 | $19.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -45.0% | 208,325 | $18.3M |
| MAI Capital Management | 0.14% | Add +2.4% | 204,183 | $18.0M |
| DAVENPORT & Co LLC | 0.11% | Reduce -12.8% | 202,506 | $17.8M |
| Harbour Trust & Investment Management Co | 2.06% | Add +2.7% | 193,646 | $17.0M |
| SK Wealth Management, LLC | 9.01% | Reduce -11.8% | 209,485 | $16.8M |
| Wealthcare Advisory Partners LLC | 0.45% | Add +4.1% | 190,484 | $16.8M |
| Aspen Wealth Strategies, LLC | 10.97% | Reduce -12.9% | 190,236 | $16.7M |
| MinichMacGregor Wealth Management, LLC | 3.68% | Reduce -31.0% | 186,455 | $16.4M |
| Sigma Planning Corp | 0.52% | Reduce -7.7% | 185,920 | $16.4M |
| Altus Wealth Group LLC | 7.62% | Add +38.8% | 185,025 | $16.3M |
| Fiduciary Financial Group, LLC | 3.45% | Reduce -2.4% | 198,410 | $15.9M |
| Mariner, LLC | 0.03% | Reduce -2.4% | 178,555 | $15.7M |
| New England Private Wealth Advisors LLC | 2.36% | Reduce -2.3% | 173,397 | $15.3M |
| IFP Advisors, Inc | 0.47% | Reduce -3.2% | 172,694 | $15.2M |
| Richmond Investment Services, LLC | 8.11% | Add +4.9% | 169,743 | $14.9M |
| Philip James Wealth Mangement, LLC | 1.87% | Reduce -0.0% | 166,987 | $14.7M |
| HBW Advisory Services LLC | 2.09% | Add +17.4% | 166,985 | $14.7M |
| WealthPLAN Partners, LLC | 2.04% | Add +0.7% | 164,281 | $14.5M |
| Etesian Wealth Advisors, Inc. | 6.15% | Add +11.3% | 162,205 | $14.3M |
| NewEdge Advisors, LLC | 0.08% | Add +45.1% | 161,279 | $14.2M |
| Journey Strategic Wealth LLC | 0.49% | Reduce -2.8% | 160,358 | $14.1M |
| Kathleen S. Wright Associates Inc. | 5.82% | Add +2.4% | 159,960 | $14.1M |
| Empowered Funds, LLC | 0.19% | Add +22310.0% | 154,405 | $13.6M |
| Thrivent Financial for Lutherans | 0.03% | Reduce -81.0% | 136,019 | $13.3M |
"% of holder's portfolio" is MOAT's weight in each manager's 13F, not the share of Vaneck Morningstar Wide Moat the manager owns.