Vaneck Morningstar Wide MoatMOATETF
13F holders, Q2 2025 (June 30)691holders −14
41new positions
51sold out
3famous investors
$93.77avg. 13F price*
At the end of Q2 2025, 691 institutions reported holding Vaneck Morningstar Wide Moat (MOAT) in their 13F filings, down 14 from Q1 2025. 41 opened new positions and 51 sold out. The largest holders were Bank of America Corp. ($636.6M), Morgan Stanley ($636.2M) and LPL Financial LLC ($615.3M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors'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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $13.7M |
| Exits | 51 | $75.4M |
All 13F filers, Q1 2025 → Q2 2025: 2,716,135 shares bought and 12,508,018 shares sold, net −9,791,883 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 691 holders
| Bank of America Corp. | 0.05% | Reduce -6.1% | 6,787,827 | $636.6M |
| Morgan Stanley | 0.04% | Reduce -13.4% | 6,783,496 | $636.2M |
| LPL Financial LLC | 0.21% | Reduce -6.1% | 6,560,799 | $615.3M |
| Raymond James Financial Inc. | 0.12% | Reduce -14.8% | 3,837,339 | $359.9M |
| Mesirow Financial Investment Management, Inc. | 4.88% | Reduce -2.8% | 2,668,567 | $250.3M |
| Wells Fargo & Company | 0.05% | Reduce -6.6% | 2,406,645 | $225.7M |
| Boulay Financial Advisors, LLC | 29.40% | Add +14.9% | 2,078,351 | $194.9M |
| Commonwealth Equity Services, LLC | 0.22% | Reduce -14.7% | 1,799,219 | $168.7M |
| UBS Group AG | 0.03% | Add +25.5% | 1,382,924 | $129.7M |
| Ameriprise Financial Inc. | 0.03% | Reduce -23.0% | 1,125,742 | $105.7M |
| Jones Financial Companies LLLP | 0.07% | Add +12.5% | 993,184 | $93.0M |
| Provenance Wealth Advisors, LLC | 12.38% | Reduce -17.6% | 918,696 | $86.2M |
| Cwm, LLC | 0.29% | Reduce -21.3% | 882,889 | $82.8M |
| First Foundation Advisors | 3.05% | Reduce -17.9% | 876,292 | $82.2M |
| Southern Farm Bureau Life Insurance | 10.14% | No change | 845,027 | $79.3M |
| Avantax Advisory Services, Inc. | 0.40% | Reduce -5.4% | 774,216 | $72.6M |
| Royal Bank of Canada | 0.01% | Reduce -23.9% | 765,074 | $71.8M |
| Cambridge Investment Research Advisors, Inc. | 0.21% | Reduce -8.4% | 737,123 | $69.1M |
| Envestnet Asset Management Inc. | 0.02% | Add +9.6% | 715,951 | $67.1M |
| Whitaker-Myers Wealth Managers, LTD. | 15.56% | Add +6.4% | 658,546 | $61.8M |
| Employees' Retirement Fund of the City of Fort Worth | 26.60% | No change | 661,874 | $58.2M |
| Sfmg, LLC | 4.34% | Add +2.1% | 616,184 | $57.8M |
| Cetera Investment Advisers | 0.10% | Reduce -24.1% | 612,177 | $57.4M |
| Osaic Holdings, Inc. | 0.10% | Reduce -15.1% | 607,155 | $57.0M |
| HighTower Advisors, LLC | 0.07% | Reduce -2.0% | 604,739 | $56.7M |
| Verde Capital Management | 13.61% | Add +5.1% | 587,865 | $55.1M |
| Apexium Financial, LP | 2.91% | Add +1.2% | 585,101 | $54.9M |
| OneDigital Investment Advisors LLC | 0.57% | Reduce -8.6% | 551,715 | $51.7M |
| Kelman-Lazarov, Inc. | 8.32% | Add +1.9% | 547,529 | $51.4M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Reduce -40.2% | 545,763 | $51.2M |
| Financial Management Network Inc. | 8.68% | Reduce -0.6% | 500,000 | $48.4M |
| Ceera Investments, LLC | 14.71% | Reduce -2.2% | 511,976 | $48.0M |
| Stifel Financial Corp. | 0.04% | Reduce -2.7% | 488,544 | $45.8M |
| Leelyn Smith, LLC | 7.44% | Reduce -1.0% | 483,503 | $45.3M |
| Apriem Advisors | 4.60% | Add +31.8% | 460,995 | $43.2M |
| Regatta Capital Group, LLC | 7.39% | Reduce -14.1% | 458,699 | $43.0M |
| Cahill Financial Advisors Inc. | 5.22% | Reduce -1.1% | 448,799 | $42.1M |
| Harbor Group, Inc. | 7.26% | Add +6.6% | 436,493 | $40.9M |
| Private Advisor Group, LLC | 0.21% | Reduce -13.3% | 412,204 | $38.7M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -25.3% | 398,233 | $38.6M |
| Stephens Inc. | 0.51% | Reduce -1.7% | 391,831 | $36.7M |
| JNBA Financial Advisors | 3.53% | Reduce -39.7% | 391,605 | $36.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.13% | No change | 384,000 | $36.0M |
| G2 Capital Management, LLC / Oh | 9.89% | Add +2.4% | 375,332 | $35.2M |
| Summit Asset Management, LLC | 5.73% | Add +0.6% | 375,034 | $35.2M |
| Level Four Advisory Services, LLC | 1.24% | Add +1.8% | 357,975 | $33.6M |
| Cerity Partners LLC | 0.06% | Reduce -1.2% | 335,445 | $31.5M |
| Brookstone Capital Management | 0.40% | Reduce -62.5% | 328,477 | $30.8M |
| Ancora Advisors LLC | 0.62% | Add +6.3% | 318,291 | $29.9M |
| Geneos Wealth Management Inc. | 0.73% | Add +8.0% | 316,538 | $29.7M |
| Richmond Investment Services, LLC | 6.20% | Add +84.3% | 312,899 | $29.3M |
| Planned Solutions, Inc. | 10.95% | Add +1.6% | 303,887 | $28.5M |
| Assetmark, Inc. | 0.06% | Add +310.9% | 291,184 | $27.3M |
| Tanager Wealth Management LLP | 3.02% | Reduce -45.0% | 272,580 | $25.6M |
| Virtus Wealth Solutions LLC | 5.18% | Reduce -0.1% | 267,876 | $25.1M |
| Buttonwood Financial Advisors Inc. | 10.06% | Reduce -2.2% | 267,249 | $25.1M |
| Obermeyer Wealth Partners | 1.24% | Reduce -69.8% | 266,054 | $25.0M |
| Foguth Wealth Management, LLC. | 5.09% | Reduce -16.7% | 253,582 | $23.8M |
| Signal Advisors Wealth, LLC | 1.83% | Reduce -13.2% | 250,011 | $23.4M |
| Concurrent Investment Advisors, LLC | 0.45% | Add +560.9% | 247,757 | $23.2M |
| Summit Financial, LLC | 0.52% | Reduce -4.9% | 246,382 | $23.1M |
| Visionary Wealth Advisors | 1.17% | Reduce -12.1% | 243,611 | $22.8M |
| Kestra Private Wealth Services, LLC | 0.33% | Reduce -5.4% | 243,476 | $22.8M |
| Beaumont Asset Management, L.L.C. | 11.73% | Reduce -6.6% | 232,928 | $21.8M |
| Activest Wealth Management | 5.20% | Reduce -1.3% | 230,122 | $21.6M |
| Creative Planning | 0.02% | Reduce -6.4% | 229,821 | $21.6M |
| Dynamic Advisor Solutions LLC | 0.66% | Add +1.6% | 227,611 | $21.3M |
| Prospera Financial Services Inc | 0.39% | Reduce -0.3% | 223,339 | $20.9M |
| Ethos Financial Group, LLC | 1.80% | Reduce -6.7% | 222,102 | $20.8M |
| MML Investors Services, LLC | 0.06% | Reduce -15.2% | 218,012 | $20.4M |
| Berkshire Money Management, Inc. | 2.09% | Reduce -16.6% | 211,852 | $19.9M |
| Bank of New York Mellon Corp | 0.00% | Add +0.5% | 209,343 | $19.6M |
| Sequoia Financial Advisors, LLC | 0.13% | Reduce -7.5% | 208,088 | $19.5M |
| Wealthcare Advisory Partners LLC | 0.44% | Add +7.7% | 205,235 | $19.2M |
| Steward Partners Investment Advisory, LLC | 0.15% | Reduce -32.4% | 201,618 | $18.9M |
| Harbour Trust & Investment Management Co | 2.04% | Add +1.6% | 196,647 | $18.4M |
| Citigroup Inc. | 0.01% | Reduce -11.3% | 196,598 | $18.4M |
| SK Wealth Management, LLC | 7.87% | Reduce -10.3% | 187,805 | $18.1M |
| MAI Capital Management | 0.12% | Reduce -7.4% | 189,078 | $17.7M |
| Aspen Wealth Strategies, LLC | 10.54% | Reduce -2.1% | 186,319 | $17.5M |
| DAVENPORT & Co LLC | 0.09% | Reduce -9.8% | 182,666 | $17.1M |
| Thrivent Financial for Lutherans | 0.04% | Add +34.2% | 182,535 | $17.1M |
| Mariner, LLC | 0.02% | Add +1.1% | 180,565 | $16.9M |
| Etesian Wealth Advisors, Inc. | 6.29% | Add +10.9% | 179,814 | $16.9M |
| Altus Wealth Group LLC | 7.32% | Reduce -4.7% | 176,384 | $16.5M |
| IFP Advisors, Inc | 0.47% | Add +1.8% | 175,756 | $16.5M |
| New England Private Wealth Advisors LLC | 2.34% | Reduce -6.0% | 162,934 | $16.0M |
| Philip James Wealth Mangement, LLC | 2.09% | Add +0.9% | 168,555 | $15.8M |
| Graver Capital Management, LLC | 13.83% | Add +10.9% | 166,709 | $15.6M |
| Kathleen S. Wright Associates Inc. | 5.99% | Add +2.2% | 163,530 | $15.3M |
| Journey Strategic Wealth LLC | 0.49% | Add +1.1% | 162,111 | $15.2M |
| HBW Advisory Services LLC | 1.87% | Reduce -3.3% | 161,412 | $15.1M |
| Flputnam Investment Management Co. | 0.26% | Add +252.8% | 160,205 | $15.0M |
| James J. Burns & Company, LLC | 2.36% | Add +6.9% | 154,250 | $14.5M |
| NewEdge Advisors, LLC | 0.07% | Reduce -6.4% | 151,014 | $14.2M |
| Sanctuary Advisors, LLC | 0.09% | Reduce -40.2% | 150,305 | $14.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.7% | 145,061 | $13.6M |
| Family Office Research LLC | 6.43% | Reduce -1.4% | 144,983 | $13.6M |
| S.E.E.D. Planning Group LLC | 4.24% | Reduce -2.0% | 144,028 | $13.5M |
| Unique Wealth Strategies, LLC | 5.53% | Add +44.0% | 140,772 | $13.2M |
"% of holder's portfolio" is MOAT's weight in each manager's 13F, not the share of Vaneck Morningstar Wide Moat the manager owns.