Vaneck Morningstar Wide MoatMOATETF

13F holders, Q4 2025 (December 31)
725holders +47
58new positions
47sold out
3famous investors
$103.31avg. 13F price*

At the end of Q4 2025, 725 institutions reported holding Vaneck Morningstar Wide Moat (MOAT) in their 13F filings, up 47 from Q3 2025. 58 opened new positions and 47 sold out. The largest holders were LPL Financial LLC ($681.8M), Morgan Stanley ($664.3M) and Bank of America Corp. ($625.9M). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Vaneck Morningstar Wide Moat
CUSIP
92189F643
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 632Q1 2024Q2 2024: 659Q2 2024Q3 2024: 672Q3 2024Q4 2024: 714Q4 2024Q1 2025: 705Q1 2025Q2 2025: 691Q2 2025Q3 2025: 678Q3 2025Q4 2025: 725Q4 2025Q1 2026: 725Q1 2026Q2 2026: 732Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions58$107.8M
Exits47$26.5M

All 13F filers, Q3 2025 → Q4 2025: 3,239,765 shares bought and 4,300,784 shares sold, net −1,061,019 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 725 holders

LPL Financial LLC 0.19% Add +2.8% 6,583,657 $681.8M
Morgan Stanley 0.04% Reduce -3.0% 6,414,541 $664.3M
Bank of America Corp. 0.05% Reduce -3.8% 6,043,398 $625.9M
Raymond James Financial Inc. 0.10% Reduce -5.6% 3,035,510 $314.4M
Wells Fargo & Company 0.05% Reduce -1.3% 2,292,420 $237.4M
Boulay Financial Advisors, LLC 25.97% Add +0.6% 2,132,699 $220.9M
Mesirow Financial Investment Management, Inc. 4.22% Reduce -24.5% 1,984,526 $205.5M
Commonwealth Equity Services, LLC 0.19% Reduce -11.8% 1,369,181 $141.8M
Jones Financial Companies LLLP 0.08% Add +12.5% 1,238,884 $128.3M
Cetera Investment Advisers 0.13% Reduce -4.3% 1,171,379 $121.3M
Southern Farm Bureau Life Insurance 11.85% Add +31.1% 1,107,967 $114.7M
UBS Group AG 0.02% Add +13.5% 1,106,486 $114.6M
Ameriprise Financial Inc. 0.02% Reduce -12.9% 931,507 $96.5M
Provenance Wealth Advisors, LLC 10.23% Reduce -2.4% 891,309 $92.3M
First Foundation Advisors 2.97% Reduce -4.9% 760,526 $78.8M
Royal Bank of Canada 0.01% Add +0.4% 752,273 $77.9M
Cambridge Investment Research Advisors, Inc. 0.19% Reduce -2.6% 688,390 $71.3M
Mercer Global Advisors Inc. 0.11% Reduce -16.2% 665,834 $69.0M
Cwm, LLC 0.18% Reduce -5.2% 646,558 $67.0M
Sfmg, LLC 4.45% Add +1.5% 640,814 $66.4M
Verde Capital Management 13.83% Add +3.0% 626,318 $64.9M
United Capital Financial Advisors, LLC 0.37% New 596,396 $61.8M
Osaic Holdings, Inc. 0.09% Reduce -21.4% 583,301 $60.4M
HighTower Advisors, LLC 0.07% Reduce -4.2% 578,478 $59.9M
Kelman-Lazarov, Inc. 8.22% Add +0.9% 556,020 $57.6M
Northwestern Mutual Wealth Management Co. 0.03% Add +0.3% 516,693 $53.5M
Apriem Advisors 4.88% Add +3.9% 513,241 $53.2M
Stifel Financial Corp. 0.05% Add +2.7% 504,592 $52.3M
Envestnet Asset Management Inc. 0.02% Reduce -16.6% 493,013 $51.1M
Leelyn Smith, LLC 7.36% Add +0.6% 491,426 $50.9M
Financial Management Network Inc. 7.92% Reduce -0.5% 483,727 $50.1M
Regatta Capital Group, LLC 7.44% Add +3.1% 475,656 $49.3M
Harbor Group, Inc. 7.32% Add +5.3% 471,886 $48.9M
OneDigital Investment Advisors LLC 0.47% Reduce -8.6% 466,619 $48.3M
Cahill Financial Advisors Inc. 5.21% Add +26.9% 565,557 $47.7M
Ceera Investments, LLC 17.38% Reduce -7.2% 434,412 $45.0M
G2 Capital Management, LLC / Oh 9.98% Add +3.2% 399,693 $41.4M
Whitaker-Myers Wealth Managers, LTD. 8.55% Reduce -3.8% 395,654 $41.0M
Private Advisor Group, LLC 0.19% Reduce -0.6% 395,325 $40.9M
Summit Asset Management, LLC 5.60% Add +1.3% 382,063 $39.6M
Stephens Inc. 0.48% Add +0.5% 375,398 $38.9M
JNBA Financial Advisors 3.39% Reduce -2.1% 374,604 $38.8M
Wealth Enhancement Advisory Services, LLC 0.05% Reduce -9.6% 355,411 $37.8M
Ancora Advisors LLC 0.76% Add +13.8% 355,168 $36.8M
Cerity Partners LLC 0.05% Add +1.2% 340,760 $35.3M
Level Four Advisory Services, LLC 1.00% Add +0.3% 296,122 $30.7M
Richmond Investment Services, LLC 5.30% Reduce -0.7% 295,973 $30.7M
Planned Solutions, Inc. 9.77% Reduce -2.3% 291,739 $30.2M
Buttonwood Financial Advisors Inc. 9.92% Reduce -3.8% 287,210 $29.7M
Assetmark, Inc. 0.06% Reduce -1.1% 279,505 $28.9M
Brookstone Capital Management 0.33% Reduce -8.9% 279,045 $28.9M
Geneos Wealth Management Inc. 0.66% Reduce -11.4% 261,638 $27.1M
NewEdge Advisors, LLC 0.10% Reduce -0.3% 257,497 $26.7M
Mirae Asset Global Investments Co., Ltd. 0.07% Reduce -8.6% 256,000 $26.5M
Concurrent Investment Advisors, LLC 0.30% Add +1.6% 254,843 $26.4M
Virtus Wealth Solutions LLC 4.96% Reduce -3.7% 252,532 $26.2M
SHP Wealth Management 2.00% — 247,698 $25.7M
Activest Wealth Management 4.56% Add +2.7% 235,643 $24.4M
Rockefeller Capital Management L.P. 0.04% Add +63.6% 230,044 $23.8M
MML Investors Services, LLC 0.06% Add +8.2% 218,967 $22.7M
Beaumont Asset Management, L.L.C. 11.11% Reduce -2.1% 214,645 $22.2M
Creative Planning 0.02% Reduce -4.8% 214,601 $22.2M
Wealthcare Advisory Partners LLC 0.44% Add +1.2% 213,781 $22.1M
Berkshire Money Management, Inc. 2.10% Add +2.3% 212,614 $22.0M
Summit Financial, LLC 0.32% Reduce -2.0% 212,036 $22.0M
Visionary Wealth Advisors 0.99% Reduce -6.8% 211,896 $21.9M
Steward Partners Investment Advisory, LLC 0.12% Add +1.8% 211,192 $21.9M
Ethos Financial Group, LLC 1.59% Reduce -6.1% 207,777 $21.5M
Bank of New York Mellon Corp 0.00% Reduce -3.4% 207,282 $21.5M
Prospera Financial Services Inc 0.35% Reduce -1.9% 203,493 $21.1M
KRM Wealth Management L.L.C. 11.36% — 200,093 $20.7M
Harbour Trust & Investment Management Co 2.07% Reduce -0.4% 195,593 $20.3M
Etesian Wealth Advisors, Inc. 6.21% Add +1.1% 191,301 $19.8M
Altus Wealth Group LLC 7.77% Add +5.2% 187,849 $19.5M
Citigroup Inc. 0.01% Reduce -8.8% 183,585 $19.0M
New England Private Wealth Advisors LLC 2.30% Reduce -0.6% 178,472 $18.5M
Thrivent Financial for Lutherans 0.03% Add +1829.3% 178,305 $18.5M
Graver Capital Management, LLC 14.55% Add +7.4% 177,795 $18.4M
Foguth Wealth Management, LLC. 2.84% — 176,868 $18.3M
James J. Burns & Company, LLC 2.47% Add +5.9% 172,986 $17.9M
HBW Advisory Services LLC 1.92% Add +7.1% 170,926 $17.7M
Mariner, LLC 0.02% Add +4.9% 170,836 $17.7M
MAI Capital Management 0.10% Reduce -2.0% 165,522 $17.1M
DAVENPORT & Co LLC 0.09% Reduce -3.2% 164,189 $17.0M
Obermeyer Wealth Partners 0.76% Reduce -1.0% 160,193 $16.6M
IFP Advisors, Inc 0.37% Reduce -5.1% 160,022 $16.6M
Tanager Wealth Management LLP 1.65% Reduce -21.8% 159,781 $16.5M
Pathstone Holdings, LLC 0.06% New 158,888 $16.5M
S.E.E.D. Planning Group LLC 4.61% Add +1.7% 156,113 $16.2M
Kestra Private Wealth Services, LLC 0.20% Reduce -16.5% 155,865 $16.1M
Sequoia Financial Advisors, LLC 0.09% Reduce -16.0% 153,239 $15.9M
Eubel Brady & Suttman Asset Management Inc. 1.92% Add +140.4% 152,891 $15.8M
Sanctuary Advisors, LLC 0.08% Reduce -0.7% 147,143 $15.2M
Family Office Research LLC 5.89% Reduce -2.7% 138,019 $14.4M
Joseph Group Capital Management 3.64% Reduce -0.1% 133,939 $13.9M
Goldstone Financial Group, LLC 1.55% Add +4.4% 133,918 $13.9M
Independent Financial Group, LLC 0.30% Reduce -4.8% 129,055 $13.4M
Coastline Complete Wealth LLC 8.38% — 128,435 $13.3M
AlphaCore Capital LLC 0.29% Add +12.1% 125,839 $13.0M
Fermata Advisors, LLC 3.11% Add +2.5% 125,070 $13.0M

"% of holder's portfolio" is MOAT's weight in each manager's 13F, not the share of Vaneck Morningstar Wide Moat the manager owns.

Show all 725 holders