Sovereign Financial Group Inc. Acquires 723 Shares of VanEck Morningstar Wide Moat ETF (BATS:MOAT)

Sovereign Financial Group Inc. boosted its holdings in VanEck Morningstar Wide Moat ETF (BATS:MOAT) by 8.6% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 9,130 shares of the company’s stock after acquiring an additional 723 shares during the period. Sovereign Financial Group Inc.’s holdings in VanEck Morningstar Wide Moat ETF were worth $803,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also added to or reduced their stakes in MOAT. Trilogy Capital Inc. grew its holdings in VanEck Morningstar Wide Moat ETF by 1.2% in the 4th quarter. Trilogy Capital Inc. now owns 8,531 shares of the company’s stock valued at $791,000 after buying an additional 104 shares in the last quarter. FCA Corp TX grew its holdings in VanEck Morningstar Wide Moat ETF by 0.6% in the 4th quarter. FCA Corp TX now owns 21,020 shares of the company’s stock valued at $1,949,000 after buying an additional 135 shares in the last quarter. Jaffetilchin Investment Partners LLC grew its holdings in VanEck Morningstar Wide Moat ETF by 3.7% in the 4th quarter. Jaffetilchin Investment Partners LLC now owns 3,896 shares of the company’s stock valued at $361,000 after buying an additional 140 shares in the last quarter. Johnson Investment Counsel Inc. grew its holdings in VanEck Morningstar Wide Moat ETF by 4.2% in the 4th quarter. Johnson Investment Counsel Inc. now owns 4,280 shares of the company’s stock valued at $397,000 after buying an additional 171 shares in the last quarter. Finally, Signature Estate & Investment Advisors LLC grew its holdings in VanEck Morningstar Wide Moat ETF by 0.7% in the 4th quarter. Signature Estate & Investment Advisors LLC now owns 25,591 shares of the company’s stock valued at $2,373,000 after buying an additional 180 shares in the last quarter.

VanEck Morningstar Wide Moat ETF Price Performance

Shares of BATS MOAT opened at $91.21 on Friday. The firm has a market cap of $12.96 billion, a price-to-earnings ratio of 23.79 and a beta of 1.02. VanEck Morningstar Wide Moat ETF has a one year low of $75.43 and a one year high of $99.06. The stock’s fifty day moving average price is $85.96 and its two-hundred day moving average price is $90.94.

VanEck Morningstar Wide Moat ETF Profile

The VanEck Morningstar Wide Moat ETF (MOAT) is an exchange-traded fund that is based on the Morningstar Wide Moat Focus 20 index. The fund tracks a staggered, equal-weighted index of 40 US companies that Morningstar determines to have the highest fair value among firms with a sustainable competitive advantage.