Vaneck Morningstar Smid MoatSMOTETF
13F holders, Q1 2024 (March 31)79holders
1famous investor
$34.14avg. 13F price*
At the end of Q1 2024, 79 institutions reported holding Vaneck Morningstar Smid Moat (SMOT) in their 13F filings. The largest holders were Gradient Investments LLC ($34.1M), Principle Wealth Partners LLC ($24.8M) and Thrivent Financial for Lutherans ($18.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Vaneck Morningstar Smid Moat
- CUSIP
- 92189H730
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $28.4M |
| Exits | 5 | $2.1M |
Ownership 79 holders
| Gradient Investments LLC | 0.79% | Reduce -4.3% | 999,547 | $34.1M |
| Principle Wealth Partners LLC | 1.94% | Add +10.2% | 726,451 | $24.8M |
| Thrivent Financial for Lutherans | 0.04% | New | 548,402 | $18.7M |
| LPL Financial LLC | 0.01% | Reduce -6.5% | 479,501 | $16.4M |
| Financial Management Network Inc. | 4.10% | Add +7.1% | 492,649 | $16.3M |
| Bank of America Corp. | 0.00% | Add +166.6% | 451,059 | $15.4M |
| Denver PWM, LLC | 3.49% | Reduce -0.7% | 272,776 | $9.0M |
| Mesirow Financial Investment Management, Inc. | 0.19% | Add +58.6% | 249,174 | $8.5M |
| Raymond James & Associates | 0.00% | Add +108.6% | 194,258 | $6.6M |
| Apexium Financial, LP | 0.47% | Add +26.0% | 181,261 | $6.2M |
| Mariner, LLC | 0.01% | Reduce -1.2% | 148,808 | $5.1M |
| Woodmont Investment Counsel LLC | 0.42% | Add +1.1% | 145,646 | $5.0M |
| Avalon Capital Management | 1.77% | Reduce -5.3% | 126,594 | $4.3M |
| MML Investors Services, LLC | 0.02% | Add +8.7% | 119,772 | $4.1M |
| Kestra Advisory Services, LLC | 0.02% | New | 104,322 | $3.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -6.8% | 95,399 | $3.3M |
| Truist Financial Corp. | 0.00% | Add +65.8% | 80,397 | $2.7M |
| EP Wealth Advisors, LLC | 0.03% | Add +41.1% | 71,745 | $2.4M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +8.3% | 69,685 | $2.4M |
| First Foundation Advisors | 0.08% | Reduce -0.8% | 61,943 | $2.1M |
| Stifel Financial Corp. | 0.00% | Add +18.9% | 49,995 | $1.7M |
| Cetera Investment Advisers | 0.00% | New | 45,755 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | Add +11.0% | 45,017 | $1.5M |
| Patton Albertson Miller Group, LLC | 0.23% | Add +1.6% | 45,014 | $1.5M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -4.0% | 42,228 | $1.4M |
| Pursue Wealth Partners LLC | 0.80% | No change | 40,000 | $1.4M |
| Stephens Inc. | 0.02% | Add +283.0% | 39,137 | $1.3M |
| Western Wealth Management, LLC | 0.10% | Add +101.5% | 35,957 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | New | 800 | $1.1M |
| Equitable Holdings, Inc. | 0.01% | Add +10.5% | 31,517 | $1.1M |
| Beaumont Financial Advisors, LLC | 0.09% | Add +9.7% | 31,075 | $1.1M |
| Lake Street Private Wealth, LLC | 0.14% | Add +164.8% | 30,290 | $1.0M |
| HighTower Advisors, LLC | 0.00% | Add +27.2% | 29,049 | $986K |
| Capital Investment Advisory Services, LLC | 0.09% | Reduce -28.4% | 25,540 | $871K |
| Argent Trust Co | 0.03% | Add +22.8% | 22,350 | $762K |
| Acorn Wealth Advisors, LLC | 0.38% | Add +66.6% | 21,513 | $734K |
| Susquehanna International Group, LLP | 0.00% | Add +41.7% | 20,267 | $691K |
| VitalStone Financial, LLC | 0.50% | Reduce -5.7% | 19,223 | $656K |
| Royal Bank of Canada | 0.00% | Reduce -31.8% | 18,519 | $632K |
| Cwm, LLC | 0.00% | Reduce -7.9% | 18,120 | $618K |
| IHT Wealth Management, LLC | 0.02% | New | 17,575 | $599K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.11% | New | 17,015 | $559K |
| Balboa Wealth Partners | 0.17% | Add +67.2% | 15,874 | $541K |
| Coordinated Financial Services, Inc. | 0.45% | — | 14,971 | $511K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -83.2% | 14,955 | $510K |
| TRUE Private Wealth Advisors | 0.05% | New | 13,852 | $472K |
| Janney Montgomery Scott LLC | 0.00% | Add +38.2% | 13,606 | $464K |
| Ancora Advisors LLC | 0.01% | No change | 13,523 | $461K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -72.7% | 13,391 | $457K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -72.7% | 13,391 | $457K |
| Etesian Wealth Advisors, Inc. | 0.24% | Add +30.3% | 12,176 | $415K |
| Private Advisor Group, LLC | 0.00% | Reduce -17.4% | 11,744 | $401K |
| Stiles Financial Services Inc | 0.16% | New | 11,496 | $392K |
| Jane Street Group, LLC | 0.00% | New | 11,389 | $388K |
| Envestnet Asset Management Inc. | 0.00% | New | 10,982 | $375K |
| Lowe Wealth Advisors, LLC | 0.15% | Add +8.3% | 9,470 | $323K |
| Prospera Financial Services Inc | 0.01% | Reduce -6.1% | 9,235 | $315K |
| Tranquility Partners, LLC | 0.12% | Add +28.1% | 8,727 | $298K |
| Atlas Wealth LLC | 0.24% | New | 8,521 | $291K |
| Valued Retirements, Inc. | 0.44% | No change | 8,104 | $276K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 7,904 | $270K |
| Capital Analysts, LLC | 0.01% | Reduce -16.5% | 7,769 | $265K |
| Global X Japan Co., Ltd. | 0.05% | No change | 7,538 | $239K |
| Citadel Advisors | 0.00% | Reduce -52.9% | 6,725 | $229K |
| Randolph Co Inc | 0.03% | Add +0.3% | 6,377 | $218K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 2,438 | $83K |
| IAG Wealth Partners, LLC | 0.02% | No change | 2,305 | $79K |
| IFP Advisors, Inc | 0.00% | No change | 1,700 | $58K |
| Wells Fargo & Company | 0.00% | Add +1.9% | 1,416 | $48K |
| UBS Group AG | 0.00% | New | 1,140 | $39K |
| Harbour Investments, Inc. | 0.00% | New | 1,026 | $35K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 827 | $28K |
| Clear Investment Research, LLC | 0.03% | Add +0.5% | 561 | $19K |
| CoreCap Advisors, LLC | 0.00% | New | 559 | $19K |
| Van Eck Associates Corp. | 0.00% | Add +174.0% | 548 | $19K |
| Morgan Stanley | 0.00% | Add +233.3% | 430 | $15K |
| NorthRock Partners, LLC | 0.00% | New | 200 | $7K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 133 | $4K |
| FMR LLC | 0.00% | New | 63 | $2K |
"% of holder's portfolio" is SMOT's weight in each manager's 13F, not the share of Vaneck Morningstar Smid Moat the manager owns.