Vaneck Morningstar ESG MoatMOTEETF
13F holders, Q2 2024 (June 30)7holders −1
0new positions
2sold out
$26.27avg. 13F price*
At the end of Q2 2024, 7 institutions reported holding Vaneck Morningstar ESG Moat (MOTE) in their 13F filings, down 1 from Q1 2024. 0 opened new positions and 2 sold out. The largest holders were Smith, Moore & Co. ($1.9M), Van Eck Associates Corp. ($1.3M) and Kelman-Lazarov, Inc. ($484K).
- Company
- Vaneck Morningstar ESG Moat
- CUSIP
- 92189Y105
- Latest filing quarter
- Q2 2025
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 2 | $780K |
All 13F filers, Q1 2024 → Q2 2024: 1,665 shares bought and 28,746 shares sold, net −27,081 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Smith, Moore & Co. | 0.19% | Add +1.8% | 70,914 | $1.9M |
| Van Eck Associates Corp. | 0.00% | No change | 50,000 | $1.3M |
| Kelman-Lazarov, Inc. | 0.09% | Add +2.1% | 18,420 | $484K |
| Sanctuary Advisors, LLC | 0.00% | — | 10,695 | $277K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 5,000 | $131K |
| Osaic Holdings, Inc. | 0.00% | No change | 2,158 | $57K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,275 | $34K |
"% of holder's portfolio" is MOTE's weight in each manager's 13F, not the share of Vaneck Morningstar ESG Moat the manager owns.