BXM Wealth LLC Has $2.89 Million Holdings in VanEck Morningstar Wide Moat ETF $MOAT

BXM Wealth LLC decreased its holdings in shares of VanEck Morningstar Wide Moat ETF (BATS:MOAT) by 69.8% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 29,915 shares of the company’s stock after selling 69,163 shares during the quarter. VanEck Morningstar Wide Moat ETF makes up about 2.2% of BXM Wealth LLC’s holdings, making the stock its 9th biggest position. BXM Wealth LLC’s holdings in VanEck Morningstar Wide Moat ETF were worth $2,893,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also modified their holdings of the business. Mercer Global Advisors Inc. ADV grew its position in VanEck Morningstar Wide Moat ETF by 1,690.5% in the third quarter. Mercer Global Advisors Inc. ADV now owns 794,616 shares of the company’s stock valued at $78,727,000 after acquiring an additional 750,236 shares during the period. Orion Porfolio Solutions LLC lifted its holdings in shares of VanEck Morningstar Wide Moat ETF by 1,387.0% during the second quarter. Orion Porfolio Solutions LLC now owns 611,633 shares of the company’s stock valued at $57,365,000 after acquiring an additional 570,500 shares during the period. New England Private Wealth Advisors LLC lifted its holdings in shares of VanEck Morningstar Wide Moat ETF by 184.4% during the fourth quarter. New England Private Wealth Advisors LLC now owns 510,560 shares of the company’s stock valued at $53,268,000 after acquiring an additional 331,044 shares during the period. Southern Farm Bureau Life Insurance boosted its stake in shares of VanEck Morningstar Wide Moat ETF by 31.1% in the 4th quarter. Southern Farm Bureau Life Insurance now owns 1,107,967 shares of the company’s stock valued at $114,720,000 after purchasing an additional 262,940 shares in the last quarter. Finally, SHP Wealth Management acquired a new stake in shares of VanEck Morningstar Wide Moat ETF in the 4th quarter valued at $25,653,000.

VanEck Morningstar Wide Moat ETF Stock Performance

MOAT opened at $103.71 on Tuesday. The firm has a market cap of $14.00 billion, a price-to-earnings ratio of 22.53 and a beta of 1.02. The firm’s 50-day simple moving average is $101.71 and its 200-day simple moving average is $102.69. VanEck Morningstar Wide Moat ETF has a twelve month low of $93.45 and a twelve month high of $108.10.

VanEck Morningstar Wide Moat ETF Company 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. MOAT was launched on Apr 25, 2012 and is managed by VanEck.