Vaneck Morningstar Wide MoatMOATETF
13F holders, Q3 2025 (September 30)678holders −13
30new positions
38sold out
4famous investors
$99.24avg. 13F price*
At the end of Q3 2025, 678 institutions reported holding Vaneck Morningstar Wide Moat (MOAT) in their 13F filings, down 13 from Q2 2025. 30 opened new positions and 38 sold out. The largest holders were Morgan Stanley ($655.7M), LPL Financial LLC ($634.6M) and Bank of America Corp. ($622.8M). 4 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $8.3M |
| Exits | 38 | $42.4M |
All 13F filers, Q2 2025 → Q3 2025: 2,392,768 shares bought and 6,575,562 shares sold, net −4,182,794 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 678 holders
| Morgan Stanley | 0.04% | Reduce -2.5% | 6,615,568 | $655.7M |
| LPL Financial LLC | 0.19% | Reduce -2.4% | 6,402,685 | $634.6M |
| Bank of America Corp. | 0.05% | Reduce -7.4% | 6,283,572 | $622.8M |
| Raymond James Financial Inc. | 0.10% | Reduce -16.2% | 3,215,101 | $318.6M |
| Mesirow Financial Investment Management, Inc. | 4.66% | Reduce -1.6% | 2,627,317 | $260.4M |
| Wells Fargo & Company | 0.05% | Reduce -3.5% | 2,322,064 | $230.1M |
| Boulay Financial Advisors, LLC | 29.48% | Add +2.0% | 2,119,374 | $210.1M |
| Commonwealth Equity Services, LLC | 0.20% | Reduce -13.7% | 1,552,751 | $153.9M |
| Cetera Investment Advisers | 0.14% | Add +99.8% | 1,223,448 | $121.3M |
| Jones Financial Companies LLLP | 0.07% | Add +10.9% | 1,101,252 | $108.3M |
| Ameriprise Financial Inc. | 0.02% | Reduce -5.0% | 1,069,937 | $106.1M |
| UBS Group AG | 0.02% | Reduce -29.5% | 975,164 | $96.6M |
| Provenance Wealth Advisors, LLC | 11.69% | Reduce -0.6% | 912,877 | $90.5M |
| Southern Farm Bureau Life Insurance | 9.88% | No change | 845,027 | $83.8M |
| First Foundation Advisors | 2.93% | Reduce -8.7% | 799,817 | $79.3M |
| Mercer Global Advisors Inc. | 0.13% | Add +1690.5% | 794,616 | $78.7M |
| Royal Bank of Canada | 0.01% | Reduce -2.0% | 749,491 | $74.3M |
| Osaic Holdings, Inc. | 0.10% | Add +22.2% | 741,903 | $73.1M |
| Cambridge Investment Research Advisors, Inc. | 0.19% | Reduce -4.2% | 706,544 | $70.0M |
| Cwm, LLC | 0.20% | Reduce -22.7% | 682,275 | $67.6M |
| Sfmg, LLC | 4.34% | Add +2.4% | 631,116 | $62.5M |
| Verde Capital Management | 13.35% | Add +3.4% | 607,869 | $60.2M |
| HighTower Advisors, LLC | 0.07% | Reduce -0.1% | 603,876 | $59.9M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -17.5% | 590,932 | $58.6M |
| Apexium Financial, LP | 2.83% | Add +0.5% | 588,005 | $58.3M |
| Kelman-Lazarov, Inc. | 8.10% | Add +0.7% | 551,165 | $54.6M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Reduce -5.6% | 515,424 | $51.1M |
| OneDigital Investment Advisors LLC | 0.52% | Reduce -7.5% | 510,535 | $50.6M |
| Financial Management Network Inc. | 8.09% | Reduce -2.8% | 485,935 | $49.1M |
| Apriem Advisors | 4.63% | Add +7.1% | 493,823 | $48.9M |
| Stifel Financial Corp. | 0.04% | Add +0.6% | 491,277 | $48.7M |
| Leelyn Smith, LLC | 7.30% | Add +1.1% | 488,739 | $48.4M |
| Ceera Investments, LLC | 14.47% | Reduce -8.6% | 468,045 | $46.4M |
| Regatta Capital Group, LLC | 7.22% | Add +0.5% | 461,189 | $45.7M |
| Harbor Group, Inc. | 7.06% | Add +2.6% | 447,960 | $44.4M |
| Cahill Financial Advisors Inc. | 5.03% | Reduce -0.7% | 445,550 | $44.2M |
| Whitaker-Myers Wealth Managers, LTD. | 8.89% | Reduce -37.5% | 411,410 | $40.8M |
| Private Advisor Group, LLC | 0.19% | Reduce -3.5% | 397,793 | $39.4M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -1.3% | 392,918 | $39.3M |
| G2 Capital Management, LLC / Oh | 9.69% | Add +3.2% | 387,462 | $38.4M |
| JNBA Financial Advisors | 3.45% | Reduce -2.3% | 382,790 | $37.9M |
| Summit Asset Management, LLC | 5.75% | Add +0.6% | 377,314 | $37.4M |
| Stephens Inc. | 0.47% | Reduce -4.6% | 373,699 | $37.0M |
| Cerity Partners LLC | 0.05% | Add +0.4% | 336,774 | $33.4M |
| Ancora Advisors LLC | 0.62% | Reduce -1.9% | 312,216 | $30.9M |
| Brookstone Capital Management | 0.36% | Reduce -6.8% | 306,215 | $30.3M |
| Planned Solutions, Inc. | 10.27% | Reduce -1.7% | 298,684 | $29.6M |
| Buttonwood Financial Advisors Inc. | 10.19% | Add +11.7% | 298,563 | $29.6M |
| Richmond Investment Services, LLC | 5.50% | Reduce -4.7% | 298,125 | $29.5M |
| Geneos Wealth Management Inc. | 0.74% | Reduce -6.8% | 295,181 | $29.3M |
| Level Four Advisory Services, LLC | 1.00% | Reduce -17.6% | 295,147 | $29.3M |
| Assetmark, Inc. | 0.06% | Reduce -2.9% | 282,684 | $28.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.09% | Reduce -27.1% | 280,000 | $27.8M |
| Virtus Wealth Solutions LLC | 5.00% | Reduce -2.1% | 262,300 | $26.0M |
| NewEdge Advisors, LLC | 0.12% | Add +71.0% | 258,173 | $25.6M |
| Concurrent Investment Advisors, LLC | 0.43% | Add +1.3% | 250,886 | $24.9M |
| Activest Wealth Management | 4.61% | Reduce -0.3% | 229,459 | $22.7M |
| Dynamic Advisor Solutions LLC | 0.65% | Reduce -0.1% | 227,415 | $22.5M |
| Visionary Wealth Advisors | 1.05% | Reduce -6.7% | 227,253 | $22.5M |
| Creative Planning | 0.02% | Reduce -1.9% | 225,403 | $22.3M |
| Ethos Financial Group, LLC | 1.73% | Reduce -0.4% | 221,250 | $21.9M |
| Beaumont Asset Management, L.L.C. | 10.94% | Reduce -5.8% | 219,300 | $21.7M |
| Summit Financial, LLC | 0.33% | Reduce -12.2% | 216,312 | $21.4M |
| Bank of New York Mellon Corp | 0.00% | Add +2.5% | 214,649 | $21.3M |
| Wealthcare Advisory Partners LLC | 0.44% | Add +3.0% | 211,306 | $20.9M |
| Berkshire Money Management, Inc. | 2.12% | Reduce -1.9% | 207,871 | $20.6M |
| Steward Partners Investment Advisory, LLC | 0.12% | Add +2.9% | 207,427 | $20.6M |
| Prospera Financial Services Inc | 0.35% | Reduce -7.2% | 207,347 | $20.6M |
| Tanager Wealth Management LLP | 2.13% | Reduce -25.0% | 204,363 | $20.3M |
| MML Investors Services, LLC | 0.05% | Reduce -7.1% | 202,455 | $20.1M |
| Citigroup Inc. | 0.01% | Add +2.4% | 201,257 | $19.9M |
| Harbour Trust & Investment Management Co | 2.01% | Reduce -0.1% | 196,344 | $19.5M |
| Etesian Wealth Advisors, Inc. | 6.19% | Add +5.2% | 189,235 | $18.8M |
| Kestra Private Wealth Services, LLC | 0.24% | Reduce -23.4% | 186,603 | $18.5M |
| Sequoia Financial Advisors, LLC | 0.11% | Reduce -12.3% | 182,396 | $18.1M |
| New England Private Wealth Advisors LLC | 2.34% | Add +10.2% | 179,516 | $17.8M |
| Altus Wealth Group LLC | 7.27% | Add +1.3% | 178,609 | $17.7M |
| DAVENPORT & Co LLC | 0.09% | Reduce -7.2% | 169,613 | $16.8M |
| MAI Capital Management | 0.10% | Reduce -10.7% | 168,942 | $16.7M |
| IFP Advisors, Inc | 0.43% | Reduce -4.0% | 168,653 | $16.7M |
| Kathleen S. Wright Associates Inc. | 6.18% | Add +2.8% | 168,156 | $16.7M |
| Journey Strategic Wealth LLC | 0.47% | Add +3.1% | 167,074 | $16.6M |
| Graver Capital Management, LLC | 13.82% | Reduce -0.7% | 165,500 | $16.4M |
| James J. Burns & Company, LLC | 2.41% | Add +5.9% | 163,336 | $16.2M |
| Aspen Wealth Strategies, LLC | 9.05% | Reduce -12.4% | 163,131 | $16.2M |
| Mariner, LLC | 0.02% | Reduce -9.8% | 162,823 | $16.1M |
| Obermeyer Wealth Partners | 0.75% | Reduce -39.2% | 161,743 | $16.0M |
| HBW Advisory Services LLC | 1.78% | Reduce -1.1% | 159,654 | $15.8M |
| S.E.E.D. Planning Group LLC | 4.43% | Add +6.6% | 153,542 | $15.2M |
| Sanctuary Advisors, LLC | 0.08% | Reduce -1.4% | 148,194 | $14.7M |
| SK Wealth Management, LLC | 5.33% | Reduce -24.2% | 142,361 | $14.3M |
| Family Office Research LLC | 6.15% | Reduce -2.1% | 141,904 | $14.1M |
| Rockefeller Capital Management L.P. | 0.03% | Add +18.4% | 140,567 | $13.9M |
| Independent Financial Group, LLC | 0.32% | Add +1.6% | 135,631 | $13.4M |
| Joseph Group Capital Management | 3.75% | Add +1.6% | 134,065 | $13.3M |
| Unique Wealth Strategies, LLC | 5.11% | Reduce -6.8% | 131,206 | $13.0M |
| Goldstone Financial Group, LLC | 1.50% | Add +3.8% | 128,308 | $12.7M |
| Robertson Stephens Wealth Management, LLC | 0.37% | Add +1.7% | 124,760 | $12.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -15.8% | 122,177 | $12.1M |
| Oppenheimer & Co. Inc. | 0.15% | Reduce -1.1% | 122,137 | $12.1M |
"% of holder's portfolio" is MOAT's weight in each manager's 13F, not the share of Vaneck Morningstar Wide Moat the manager owns.