EP Wealth Advisors LLC Cuts Position in VanEck Morningstar Wide Moat ETF $MOAT

EP Wealth Advisors LLC decreased its holdings in VanEck Morningstar Wide Moat ETF (BATS:MOAT) by 21.6% during the 1st quarter, according to its most recent disclosure with the SEC. The firm owned 263,765 shares of the company’s stock after selling 72,624 shares during the period. EP Wealth Advisors LLC owned approximately 0.18% of VanEck Morningstar Wide Moat ETF worth $23,211,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of the company. Focus Partners Advisor Solutions LLC grew its position in VanEck Morningstar Wide Moat ETF by 30.5% in the first quarter. Focus Partners Advisor Solutions LLC now owns 5,926 shares of the company’s stock valued at $522,000 after acquiring an additional 1,384 shares in the last quarter. Flputnam Investment Management Co. acquired a new stake in VanEck Morningstar Wide Moat ETF in the first quarter valued at approximately $3,997,000. MAI Capital Management grew its position in VanEck Morningstar Wide Moat ETF by 2.4% in the first quarter. MAI Capital Management now owns 204,183 shares of the company’s stock valued at $17,968,000 after acquiring an additional 4,717 shares in the last quarter. Calton & Associates Inc. grew its position in VanEck Morningstar Wide Moat ETF by 626.9% in the first quarter. Calton & Associates Inc. now owns 16,137 shares of the company’s stock valued at $1,420,000 after acquiring an additional 13,917 shares in the last quarter. Finally, Baird Financial Group Inc. grew its position in VanEck Morningstar Wide Moat ETF by 1.6% in the first quarter. Baird Financial Group Inc. now owns 134,442 shares of the company’s stock valued at $11,831,000 after acquiring an additional 2,127 shares in the last quarter.

VanEck Morningstar Wide Moat ETF Stock Up 6.7%

Shares of BATS:MOAT opened at $98.43 on Tuesday. VanEck Morningstar Wide Moat ETF has a 52-week low of $75.43 and a 52-week high of $99.41. The company has a market capitalization of $13.29 billion, a price-to-earnings ratio of 22.53 and a beta of 1.02. The company has a 50 day moving average of $96.83 and a two-hundred day moving average of $91.21.

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.