Vaneck Morningstar Wide MoatMOATETF
13F holders, Q1 2026 (March 31)725holders
52new positions
52sold out
7famous investors
$96.67avg. 13F price*
At the end of Q1 2026, 725 institutions reported holding Vaneck Morningstar Wide Moat (MOAT) in their 13F filings, unchanged from Q4 2025. 52 opened new positions and 52 sold out. The largest holders were Morgan Stanley ($583.8M), LPL Financial LLC ($563.8M) and Bank of America Corp. ($554.3M). 7 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Steve Cohen (0.0% of Point72 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 52 | $77.1M |
| Exits | 52 | $35.4M |
All 13F filers, Q4 2025 → Q1 2026: 3,290,122 shares bought and 6,310,881 shares sold, net −3,020,759 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 725 holders
| Morgan Stanley | 0.04% | Reduce -5.9% | 6,036,864 | $583.8M |
| LPL Financial LLC | 0.15% | Reduce -11.4% | 5,830,311 | $563.8M |
| Bank of America Corp. | 0.04% | Reduce -5.1% | 5,732,552 | $554.3M |
| Raymond James Financial Inc. | 0.08% | Reduce -11.6% | 2,683,485 | $259.5M |
| Mesirow Financial Investment Management, Inc. | 4.19% | Add +34.8% | 2,675,294 | $258.7M |
| Boulay Financial Advisors, LLC | 24.64% | Add +4.1% | 2,220,212 | $214.7M |
| Wells Fargo & Company | 0.04% | Reduce -8.2% | 2,103,656 | $203.4M |
| Jones Financial Companies LLLP | 0.06% | Add +11.3% | 1,378,573 | $130.0M |
| Commonwealth Equity Services, LLC | 0.18% | Reduce -1.9% | 1,343,881 | $130.0M |
| Cetera Investment Advisers | 0.12% | Reduce -1.1% | 1,157,966 | $112.0M |
| Southern Farm Bureau Life Insurance | 11.31% | No change | 1,107,967 | $107.2M |
| UBS Group AG | 0.02% | Reduce -15.2% | 938,460 | $90.7M |
| Provenance Wealth Advisors, LLC | 8.87% | Reduce -2.8% | 866,012 | $83.7M |
| Royal Bank of Canada | 0.02% | Add +10.8% | 833,825 | $80.6M |
| First Foundation Advisors | 2.90% | Reduce -2.3% | 743,411 | $71.9M |
| Sfmg, LLC | 4.46% | Add +4.9% | 672,286 | $65.0M |
| Verde Capital Management | 13.61% | Add +5.1% | 658,249 | $63.7M |
| Cambridge Investment Research Advisors, Inc. | 0.16% | Reduce -4.7% | 656,051 | $63.4M |
| Osaic Holdings, Inc. | 0.09% | Add +9.5% | 638,646 | $61.8M |
| Cwm, LLC | 0.16% | Reduce -3.4% | 624,885 | $60.4M |
| United Capital Financial Advisors, LLC | 0.36% | Add +2.5% | 611,351 | $59.1M |
| Ameriprise Financial Inc. | 0.01% | Reduce -35.3% | 603,026 | $58.4M |
| HighTower Advisors, LLC | 0.06% | Reduce -0.7% | 574,221 | $55.5M |
| Kelman-Lazarov, Inc. | 7.78% | Add +0.9% | 561,025 | $54.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +12.1% | 552,588 | $53.4M |
| Apriem Advisors | 5.01% | Add +5.7% | 542,530 | $52.5M |
| Leelyn Smith, LLC | 6.94% | Add +4.1% | 511,612 | $49.5M |
| Harbor Group, Inc. | 6.77% | Add +2.7% | 484,623 | $46.9M |
| Regatta Capital Group, LLC | 7.06% | Add +1.4% | 482,403 | $46.6M |
| Financial Management Network Inc. | 7.14% | Reduce -2.6% | 471,314 | $46.6M |
| Cahill Financial Advisors Inc. | 5.02% | Reduce -15.3% | 479,270 | $46.3M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Reduce -12.5% | 452,163 | $43.7M |
| Whitaker-Myers Wealth Managers, LTD. | 7.82% | Add +2.5% | 405,471 | $39.2M |
| G2 Capital Management, LLC / Oh | 9.51% | Add +1.2% | 404,482 | $39.1M |
| Ceera Investments, LLC | 16.69% | Reduce -9.4% | 393,572 | $38.1M |
| Ancora Advisors LLC | 0.81% | Add +10.2% | 391,354 | $37.8M |
| Summit Asset Management, LLC | 5.21% | Add +1.3% | 386,988 | $37.4M |
| Private Advisor Group, LLC | 0.17% | Reduce -4.1% | 379,060 | $36.7M |
| Stephens Inc. | 0.44% | Reduce -3.2% | 363,545 | $35.2M |
| JNBA Financial Advisors | 2.88% | Reduce -4.4% | 358,066 | $34.6M |
| Cerity Partners LLC | 0.05% | Add +3.1% | 351,201 | $34.0M |
| Stifel Financial Corp. | 0.03% | Reduce -36.0% | 323,188 | $31.3M |
| Mercer Global Advisors Inc. | 0.05% | Reduce -51.5% | 322,809 | $31.2M |
| OneDigital Investment Advisors LLC | 0.30% | Reduce -31.7% | 318,628 | $30.8M |
| Richmond Investment Services, LLC | 4.73% | Add +2.4% | 302,917 | $29.3M |
| Planned Solutions, Inc. | 9.30% | Reduce -0.1% | 291,485 | $28.2M |
| Assetmark, Inc. | 0.06% | Add +2.0% | 285,066 | $27.6M |
| Level Four Advisory Services, LLC | 0.89% | Reduce -5.5% | 279,722 | $27.0M |
| Mariner, LLC | 0.03% | Add +63.1% | 278,667 | $26.9M |
| Buttonwood Financial Advisors Inc. | 8.88% | Reduce -4.5% | 274,353 | $26.5M |
| NewEdge Advisors, LLC | 0.10% | Add +5.6% | 271,887 | $26.3M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -19.9% | 284,664 | $26.2M |
| Brookstone Capital Management | 0.30% | Reduce -3.2% | 270,078 | $26.1M |
| Concurrent Investment Advisors, LLC | 0.28% | Add +4.2% | 265,625 | $25.7M |
| Geneos Wealth Management Inc. | 0.57% | Reduce -3.3% | 253,091 | $24.5M |
| Virtus Wealth Solutions LLC | 4.57% | Reduce -1.8% | 248,065 | $24.0M |
| Integrated Wealth Concepts LLC | 0.19% | Add +5136.2% | 246,468 | $23.8M |
| Rockefeller Capital Management L.P. | 0.04% | Add +2.5% | 235,842 | $22.8M |
| Bank of New York Mellon Corp | 0.00% | Add +13.0% | 234,293 | $22.7M |
| Creative Planning | 0.02% | Add +8.3% | 232,406 | $22.5M |
| Equitable Holdings, Inc. | 0.14% | Add +187.7% | 220,334 | $21.9M |
| Wealthcare Advisory Partners LLC | 0.41% | Add +2.6% | 219,384 | $21.2M |
| Summit Financial, LLC | 0.27% | Add +1.6% | 215,439 | $20.8M |
| Berkshire Money Management, Inc. | 2.13% | Add +1.2% | 215,158 | $20.8M |
| Steward Partners Investment Advisory, LLC | 0.11% | Add +1.2% | 213,756 | $20.7M |
| KRM Wealth Management L.L.C. | 10.39% | Add +3.1% | 206,304 | $19.9M |
| Prospera Financial Services Inc | 0.32% | Add +1.1% | 205,801 | $19.9M |
| Visionary Wealth Advisors | 0.88% | Reduce -3.0% | 205,555 | $19.9M |
| Harbour Trust & Investment Management Co | 2.09% | Add +4.3% | 203,944 | $19.7M |
| Ethos Financial Group, LLC | 1.45% | Reduce -1.9% | 203,930 | $19.7M |
| Activest Wealth Management | 3.38% | Reduce -15.5% | 199,112 | $19.3M |
| Etesian Wealth Advisors, Inc. | 6.06% | Add +2.6% | 196,364 | $19.0M |
| Altus Wealth Group LLC | 7.77% | Add +4.4% | 196,074 | $19.0M |
| MML Investors Services, LLC | 0.05% | Reduce -11.3% | 194,212 | $18.8M |
| Graver Capital Management, LLC | 14.07% | Add +7.7% | 191,550 | $18.5M |
| Beaumont Asset Management, L.L.C. | 8.12% | Reduce -13.1% | 186,512 | $18.0M |
| James J. Burns & Company, LLC | 2.40% | Add +5.6% | 182,613 | $17.7M |
| New England Private Wealth Advisors LLC | 1.92% | Reduce -3.6% | 172,083 | $16.6M |
| Goldman Sachs Group Inc. | 0.00% | New | 170,373 | $16.5M |
| MAI Capital Management | 0.09% | Reduce -0.7% | 164,447 | $15.9M |
| Citigroup Inc. | 0.01% | Reduce -13.5% | 158,734 | $15.3M |
| Tanager Wealth Management LLP | 1.40% | Reduce -6.5% | 149,422 | $14.4M |
| HBW Advisory Services LLC | 1.51% | Reduce -13.2% | 148,339 | $14.3M |
| IFP Advisors, Inc | 0.29% | Reduce -8.5% | 146,391 | $14.2M |
| DAVENPORT & Co LLC | 0.08% | Reduce -12.1% | 144,328 | $14.0M |
| Kestra Private Wealth Services, LLC | 0.17% | Reduce -9.4% | 141,280 | $13.7M |
| Sanctuary Advisors, LLC | 0.07% | Reduce -4.2% | 141,006 | $13.6M |
| Baird Financial Group, Inc. | 0.02% | Add +20.4% | 137,663 | $13.3M |
| Joseph Group Capital Management | 3.30% | Add +1.9% | 136,439 | $13.2M |
| Family Office Research LLC | 5.65% | Reduce -2.5% | 134,500 | $13.0M |
| Sequoia Financial Advisors, LLC | 0.07% | Reduce -14.3% | 131,329 | $12.7M |
| AlphaCore Capital LLC | 0.30% | Add +3.9% | 130,752 | $12.6M |
| Goldstone Financial Group, LLC | 1.37% | Reduce -2.5% | 130,566 | $12.6M |
| JPMorgan Chase & Co. | 0.00% | Add +5.7% | 130,935 | $12.4M |
| Oppenheimer & Co. Inc. | 0.15% | Add +2.3% | 126,878 | $12.3M |
| &partners | 0.06% | Add +8.3% | 126,782 | $12.3M |
| Independent Financial Group, LLC | 0.27% | Reduce -2.0% | 126,479 | $12.2M |
| Napier Financial, LLC | 2.76% | Add +0.8% | 124,658 | $12.1M |
| Fermata Advisors, LLC | 2.71% | Reduce -0.7% | 124,240 | $12.0M |
| Robertson Stephens Wealth Management, LLC | 0.34% | Reduce -0.8% | 123,900 | $12.0M |
"% of holder's portfolio" is MOAT's weight in each manager's 13F, not the share of Vaneck Morningstar Wide Moat the manager owns.