Vaneck Morningstar Smid MoatSMOTETF
13F holders, Q3 2024 (September 30)93holders +3
14new positions
11sold out
$34.99avg. 13F price*
At the end of Q3 2024, 93 institutions reported holding Vaneck Morningstar Smid Moat (SMOT) in their 13F filings, up 3 from Q2 2024. 14 opened new positions and 11 sold out. The largest holders were Gradient Investments LLC ($48.3M), LPL Financial LLC ($32.6M) and Principle Wealth Partners LLC ($27.2M).
- Company
- Vaneck Morningstar Smid Moat
- CUSIP
- 92189H730
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $8.4M |
| Exits | 11 | $5.2M |
All 13F filers, Q2 2024 → Q3 2024: 1,149,858 shares bought and 920,561 shares sold, net +229,297 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 93 holders
| Gradient Investments LLC | 1.01% | Add +2.4% | 1,378,447 | $48.3M |
| LPL Financial LLC | 0.01% | Add +39.1% | 929,482 | $32.6M |
| Principle Wealth Partners LLC | 1.93% | Reduce -0.2% | 775,959 | $27.2M |
| Bank of America Corp. | 0.00% | Add +76.5% | 695,418 | $24.4M |
| Financial Management Network Inc. | 3.70% | Add +0.1% | 508,549 | $17.6M |
| Apexium Financial, LP | 0.68% | Add +40.9% | 296,195 | $10.4M |
| Mesirow Financial Investment Management, Inc. | 0.18% | Add +0.8% | 259,109 | $9.1M |
| Raymond James & Associates | 0.00% | Add +1.3% | 169,087 | $5.9M |
| Woodmont Investment Counsel LLC | 0.42% | Add +4.3% | 159,410 | $5.6M |
| Kestra Advisory Services, LLC | 0.03% | Add +6.9% | 133,495 | $4.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +4.4% | 98,842 | $3.5M |
| Brown Financial Advisors | 1.37% | Add +5.8% | 95,150 | $3.3M |
| MML Investors Services, LLC | 0.01% | Reduce -3.0% | 93,758 | $3.3M |
| Eubel Brady & Suttman Asset Management Inc. | 0.40% | New | 79,831 | $2.8M |
| Cetera Investment Advisers | 0.01% | Add +23.1% | 75,202 | $2.6M |
| Truist Financial Corp. | 0.00% | Reduce -8.2% | 73,952 | $2.6M |
| Mercer Global Advisors Inc. | 0.01% | New | 72,434 | $2.6M |
| TRUE Private Wealth Advisors | 0.29% | Add +414.7% | 70,533 | $2.5M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +0.3% | 68,329 | $2.4M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -3.0% | 65,350 | $2.3M |
| Morgan Stanley | 0.00% | Add +480.3% | 64,861 | $2.3M |
| HighTower Advisors, LLC | 0.00% | Add +30.8% | 57,162 | $2.0M |
| Creekside Partners | 0.98% | Add +15.8% | 54,284 | $1.9M |
| Stifel Financial Corp. | 0.00% | Add +9.3% | 50,885 | $1.8M |
| First Foundation Advisors | 0.06% | Reduce -14.4% | 48,547 | $1.7M |
| Pursue Wealth Partners LLC | 0.90% | Add +18.1% | 47,221 | $1.7M |
| TPG Advisors LLC | 1.28% | Add +2.3% | 46,887 | $1.6M |
| Mattson Financial Services, LLC | 0.57% | Reduce -0.7% | 49,549 | $1.6M |
| Patton Albertson Miller Group, LLC | 0.21% | Reduce -0.9% | 43,284 | $1.5M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +0.2% | 42,899 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Add +12.4% | 38,970 | $1.4M |
| Paladin Wealth, LLC | 1.19% | — | 38,859 | $1.4M |
| Stephens Inc. | 0.02% | Add +12.9% | 37,473 | $1.3M |
| Acorn Wealth Advisors, LLC | 0.54% | Add +15.1% | 35,897 | $1.3M |
| Beaumont Financial Advisors, LLC | 0.09% | Add +0.3% | 31,325 | $1.1M |
| Equitable Holdings, Inc. | 0.01% | Reduce -3.3% | 30,590 | $1.1M |
| Archford Capital Strategies, LLC | 0.14% | Reduce -3.2% | 26,302 | $930K |
| Sanctuary Advisors, LLC | 0.01% | Reduce -3.6% | 24,394 | $899K |
| Janney Montgomery Scott LLC | 0.00% | Add +14.2% | 25,124 | $880K |
| Argent Trust Co | 0.04% | Add +0.8% | 24,950 | $874K |
| Stegent Equity Advisors, Inc. | 0.82% | New | 21,266 | $745K |
| Old Mission Capital LLC | 0.01% | New | 19,209 | $673K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -23.4% | 18,796 | $658K |
| IRON Financial LLC | 0.34% | Add +0.1% | 17,956 | $629K |
| Essex Financial Services, Inc. | 0.04% | Reduce -6.1% | 17,702 | $619K |
| Jane Street Group, LLC | 0.00% | New | 16,164 | $566K |
| Jones Financial Companies LLLP | 0.00% | Add +2102.8% | 14,737 | $517K |
| WCG Wealth Advisors LLC | 0.03% | Add +0.6% | 14,155 | $496K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -97.6% | 13,454 | $471K |
| Stiles Financial Services Inc | 0.17% | Reduce -8.9% | 13,379 | $469K |
| Lowe Wealth Advisors, LLC | 0.20% | Add +31.6% | 13,374 | $468K |
| Mariner, LLC | 0.00% | Reduce -91.7% | 13,197 | $462K |
| VitalStone Financial, LLC | 0.30% | Reduce -27.8% | 12,452 | $436K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -5.3% | 11,667 | $409K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -5.3% | 11,667 | $409K |
| Ancora Advisors LLC | 0.01% | Add +36.3% | 11,234 | $394K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -5.6% | 11,066 | $388K |
| Etesian Wealth Advisors, Inc. | 0.17% | Reduce -9.5% | 10,731 | $376K |
| Prospera Financial Services Inc | 0.01% | Add +15.8% | 10,690 | $374K |
| Tranquility Partners, LLC | 0.13% | Add +8.4% | 10,578 | $371K |
| Atlas Wealth LLC | 0.23% | Add +3.2% | 10,341 | $362K |
| Capital Investment Advisory Services, LLC | 0.03% | Reduce -7.1% | 10,270 | $360K |
| Stonebridge Financial Planning Group, LLC | 0.17% | Add +16.1% | 9,993 | $350K |
| Atria Investments, Inc | 0.00% | Reduce -62.2% | 9,648 | $338K |
| Private Advisor Group, LLC | 0.00% | Reduce -9.8% | 9,043 | $317K |
| Balboa Wealth Partners | 0.07% | Reduce -11.9% | 8,519 | $298K |
| Soundwatch Capital LLC | 0.04% | New | 8,127 | $285K |
| Lake Street Advisors Group, LLC | 0.01% | New | 7,901 | $277K |
| Capital Analysts, LLC | 0.01% | No change | 7,817 | $274K |
| Copley Financial Group, Inc. | 0.23% | — | 7,351 | $258K |
| Randolph Co Inc | 0.03% | Reduce -4.0% | 6,267 | $220K |
| Whalen Wealth Management Inc. | 0.15% | New | 6,022 | $211K |
| Valued Retirements, Inc. | 0.29% | New | 6,020 | $211K |
| Global X Japan Co., Ltd. | 0.02% | Reduce -50.0% | 5,007 | $175K |
| IAG Wealth Partners, LLC | 0.01% | No change | 2,305 | $81K |
| IFP Advisors, Inc | 0.00% | Add +3.2% | 1,806 | $63K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +11.3% | 1,475 | $52K |
| FAS Wealth Partners, Inc. | 0.00% | Add +75.7% | 1,453 | $51K |
| Eastern Bank | 0.00% | New | 1,000 | $35K |
| Private Trust Co. NA | 0.00% | No change | 890 | $31K |
| Clear Investment Research, LLC | 0.03% | Add +0.2% | 564 | $20K |
| FMR LLC | 0.00% | Add +222.5% | 445 | $16K |
| 1620 Investment Advisors, Inc. | 0.01% | New | 365 | $13K |
| Cwm, LLC | 0.00% | Reduce -79.0% | 215 | $8K |
| Royal Bank of Canada | 0.00% | Reduce -92.9% | 148 | $5K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 133 | $5K |
| Van Eck Associates Corp. | 0.00% | Reduce -84.1% | 87 | $3K |
| Russell Investments Group, Ltd. | 0.00% | New | 50 | $2K |
| First Horizon Advisors, Inc. | 0.00% | New | 41 | $1K |
| Harbour Investments, Inc. | 0.00% | Reduce -97.9% | 26 | $911 |
| Coppell Advisory Solutions LLC | 0.00% | Reduce -70.2% | 17 | $596 |
| Continuum Advisory, LLC | 0.00% | New | 13 | $470 |
| Farther Finance Advisors, LLC | 0.00% | No change | 7 | $245 |
"% of holder's portfolio" is SMOT's weight in each manager's 13F, not the share of Vaneck Morningstar Smid Moat the manager owns.