Vaneck Morningstar ESG MoatMOTEETF

13F holders, Q3 2024 (September 30)
7holders
0new positions
0sold out
$28.97avg. 13F price*

At the end of Q3 2024, 7 institutions reported holding Vaneck Morningstar ESG Moat (MOTE) in their 13F filings, unchanged from Q2 2024. 0 opened new positions and 0 sold out. The largest holders were Smith, Moore & Co. ($2.1M), Van Eck Associates Corp. ($1.4M) and Kelman-Lazarov, Inc. ($552K).

Company
Vaneck Morningstar ESG Moat
CUSIP
92189Y105
Latest filing quarter
Q2 2025

History

Number of 13F holders

0246810 Q1 2024: 8Q1 2024Q2 2024: 7Q2 2024Q3 2024: 7Q3 2024Q4 2024: 7Q4 2024Q1 2025: 8Q1 2025Q2 2025: 10Q2 2025

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions0$0
Exits0$0

All 13F filers, Q2 2024 → Q3 2024: 2,037 shares bought and 2,920 shares sold, net −883 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 7 holders

Smith, Moore & Co. 0.20% Add +2.0% 72,314 $2.1M
Van Eck Associates Corp. 0.00% No change 50,000 $1.4M
Kelman-Lazarov, Inc. 0.09% Add +3.5% 19,057 $552K
Sanctuary Advisors, LLC 0.00% Reduce -16.2% 8,961 $265K
Steward Partners Investment Advisory, LLC 0.00% No change 5,000 $145K
Osaic Holdings, Inc. 0.00% Reduce -45.7% 1,172 $34K
Geneos Wealth Management Inc. 0.00% Reduce -15.7% 1,075 $31K

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