VanEck Morningstar Wide Moat ETF $MOAT is Etesian Wealth Advisors Inc.’s 2nd Largest Position

Etesian Wealth Advisors Inc. increased its holdings in shares of VanEck Morningstar Wide Moat ETF (BATS:MOATFree Report) by 5.2% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 189,235 shares of the company’s stock after acquiring an additional 9,421 shares during the period. VanEck Morningstar Wide Moat ETF makes up 6.2% of Etesian Wealth Advisors Inc.’s investment portfolio, making the stock its 2nd largest holding. Etesian Wealth Advisors Inc. owned about 0.14% of VanEck Morningstar Wide Moat ETF worth $18,755,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in MOAT. Boulay Financial Advisors LLC boosted its position in shares of VanEck Morningstar Wide Moat ETF by 2.0% in the 3rd quarter. Boulay Financial Advisors LLC now owns 2,119,374 shares of the company’s stock worth $210,051,000 after purchasing an additional 41,023 shares in the last quarter. Jones Financial Companies Lllp raised its stake in VanEck Morningstar Wide Moat ETF by 29.6% during the first quarter. Jones Financial Companies Lllp now owns 882,771 shares of the company’s stock valued at $77,410,000 after buying an additional 201,826 shares during the last quarter. Envestnet Asset Management Inc. boosted its holdings in VanEck Morningstar Wide Moat ETF by 9.6% in the second quarter. Envestnet Asset Management Inc. now owns 715,951 shares of the company’s stock worth $67,149,000 after acquiring an additional 62,513 shares in the last quarter. Whitaker Myers Wealth Managers LTD. boosted its holdings in VanEck Morningstar Wide Moat ETF by 6.4% in the second quarter. Whitaker Myers Wealth Managers LTD. now owns 658,546 shares of the company’s stock worth $61,765,000 after acquiring an additional 39,723 shares in the last quarter. Finally, Sfmg LLC grew its stake in shares of VanEck Morningstar Wide Moat ETF by 2.1% in the second quarter. Sfmg LLC now owns 616,184 shares of the company’s stock worth $57,792,000 after acquiring an additional 12,590 shares during the last quarter.

VanEck Morningstar Wide Moat ETF Price Performance

Shares of BATS:MOAT opened at $106.10 on Wednesday. The business has a fifty day moving average price of $102.89 and a 200-day moving average price of $99.71. The company has a market capitalization of $14.32 billion, a PE ratio of 22.53 and a beta of 1.02. VanEck Morningstar Wide Moat ETF has a 1-year low of $75.43 and a 1-year high of $99.41.

About VanEck Morningstar Wide Moat ETF

(Free Report)

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.

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Institutional Ownership by Quarter for VanEck Morningstar Wide Moat ETF (BATS:MOAT)

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