Geneos Wealth Management Inc. reduced its stake in VanEck Morningstar Wide Moat ETF (BATS:MOAT – Free Report) by 3.3% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 253,091 shares of the company’s stock after selling 8,547 shares during the period. Geneos Wealth Management Inc. owned 0.19% of VanEck Morningstar Wide Moat ETF worth $24,474,000 as of its most recent filing with the Securities and Exchange Commission.
Several other institutional investors and hedge funds have also made changes to their positions in MOAT. Balance Wealth LLC boosted its stake in VanEck Morningstar Wide Moat ETF by 102.7% during the 4th quarter. Balance Wealth LLC now owns 11,830 shares of the company’s stock valued at $1,225,000 after purchasing an additional 5,995 shares in the last quarter. Cliftonlarsonallen Wealth Advisors LLC bought a new stake in shares of VanEck Morningstar Wide Moat ETF in the 4th quarter worth $2,195,000. Boston Family Office LLC raised its stake in shares of VanEck Morningstar Wide Moat ETF by 14.2% in the 4th quarter. Boston Family Office LLC now owns 66,197 shares of the company’s stock worth $6,855,000 after buying an additional 8,218 shares in the last quarter. BCS Wealth Management lifted its holdings in shares of VanEck Morningstar Wide Moat ETF by 71.5% in the fourth quarter. BCS Wealth Management now owns 26,537 shares of the company’s stock valued at $2,748,000 after buying an additional 11,060 shares during the period. Finally, Savvy Advisors Inc. boosted its stake in VanEck Morningstar Wide Moat ETF by 500.5% during the fourth quarter. Savvy Advisors Inc. now owns 24,310 shares of the company’s stock valued at $2,518,000 after buying an additional 20,262 shares in the last quarter.
VanEck Morningstar Wide Moat ETF Stock Up 0.3%
BATS:MOAT opened at $106.15 on Thursday. The business’s 50-day moving average price is $102.85 and its 200 day moving average price is $102.75. The firm has a market cap of $14.33 billion, a P/E ratio of 22.53 and a beta of 1.02. VanEck Morningstar Wide Moat ETF has a 52-week low of $93.96 and a 52-week high of $108.10.
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. MOAT was launched on Apr 25, 2012 and is managed by VanEck.
Featured Articles
- Five stocks we like better than VanEck Morningstar Wide Moat ETF
- Why Johnson & Johnson’s Earnings Dip Looks Like a Buying Opportunity
- CPI Comes In Cool: Why It Could Revive These 3 Rate-Sensitive Stocks
- Why ASML’s AI Monopoly Is Still Getting Stronger
- Apple’s AI Toll Booth Thesis Faces Its Biggest Test Yet Before Earnings
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.
