Planned Solutions Inc. trimmed its holdings in shares of VanEck Morningstar Wide Moat ETF (BATS:MOAT – Free Report) by 2.3% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 291,739 shares of the company’s stock after selling 6,945 shares during the period. VanEck Morningstar Wide Moat ETF comprises 9.7% of Planned Solutions Inc.’s holdings, making the stock its 2nd largest position. Planned Solutions Inc.’s holdings in VanEck Morningstar Wide Moat ETF were worth $30,212,000 as of its most recent SEC filing.
A number of other large investors also recently modified their holdings of MOAT. Mercer Global Advisors Inc. ADV boosted its stake in shares of VanEck Morningstar Wide Moat ETF by 1,690.5% during the 3rd quarter. Mercer Global Advisors Inc. ADV now owns 794,616 shares of the company’s stock worth $78,727,000 after buying an additional 750,236 shares during the last quarter. Orion Porfolio Solutions LLC lifted its stake in VanEck Morningstar Wide Moat ETF by 1,387.0% in the 2nd quarter. Orion Porfolio Solutions LLC now owns 611,633 shares of the company’s stock valued at $57,365,000 after purchasing an additional 570,500 shares during the last quarter. Foguth Wealth Management LLC. acquired a new stake in VanEck Morningstar Wide Moat ETF in the 4th quarter valued at about $18,309,000. Jones Financial Companies Lllp lifted its stake in VanEck Morningstar Wide Moat ETF by 10.9% in the 3rd quarter. Jones Financial Companies Lllp now owns 1,101,252 shares of the company’s stock valued at $108,275,000 after purchasing an additional 108,068 shares during the last quarter. Finally, NewEdge Advisors LLC lifted its stake in VanEck Morningstar Wide Moat ETF by 71.0% in the 3rd quarter. NewEdge Advisors LLC now owns 258,173 shares of the company’s stock valued at $25,587,000 after purchasing an additional 107,159 shares during the last quarter.
VanEck Morningstar Wide Moat ETF Stock Performance
Shares of BATS:MOAT opened at $101.63 on Wednesday. VanEck Morningstar Wide Moat ETF has a 52-week low of $80.88 and a 52-week high of $108.10. The company has a market capitalization of $13.72 billion, a P/E ratio of 22.53 and a beta of 1.02. The company has a 50-day simple moving average of $101.07 and a 200 day simple moving average of $102.59.
About VanEck Morningstar Wide Moat ETF
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. MOAT was launched on Apr 25, 2012 and is managed by VanEck.
See Also
Want to see what other hedge funds are holding MOAT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for VanEck Morningstar Wide Moat ETF (BATS:MOAT – Free Report).
Receive News & Ratings for VanEck Morningstar Wide Moat ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for VanEck Morningstar Wide Moat ETF and related companies with MarketBeat.com's FREE daily email newsletter.
