Ethos Financial Group LLC Lowers Stock Position in VanEck Morningstar Wide Moat ETF $MOAT

Ethos Financial Group LLC trimmed its holdings in VanEck Morningstar Wide Moat ETF (BATS:MOAT) by 6.1% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 207,777 shares of the company’s stock after selling 13,473 shares during the quarter. VanEck Morningstar Wide Moat ETF makes up about 1.6% of Ethos Financial Group LLC’s holdings, making the stock its 12th biggest position. Ethos Financial Group LLC owned 0.15% of VanEck Morningstar Wide Moat ETF worth $21,517,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently bought and sold shares of MOAT. Mercer Global Advisors Inc. ADV boosted its stake in 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 purchasing an additional 750,236 shares during the period. Orion Porfolio Solutions LLC increased its stake in VanEck Morningstar Wide Moat ETF by 1,387.0% in the second 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 period. Foguth Wealth Management LLC. purchased a new stake in shares of VanEck Morningstar Wide Moat ETF in the fourth quarter valued at about $18,309,000. Jones Financial Companies Lllp raised its holdings in shares of VanEck Morningstar Wide Moat ETF by 10.9% in the third quarter. Jones Financial Companies Lllp now owns 1,101,252 shares of the company’s stock valued at $108,275,000 after buying an additional 108,068 shares during the last quarter. Finally, NewEdge Advisors LLC boosted its stake in shares of VanEck Morningstar Wide Moat ETF by 71.0% during the third quarter. NewEdge Advisors LLC now owns 258,173 shares of the company’s stock worth $25,587,000 after buying an additional 107,159 shares during the period.

VanEck Morningstar Wide Moat ETF Price Performance

BATS MOAT opened at $96.56 on Friday. VanEck Morningstar Wide Moat ETF has a 52-week low of $75.43 and a 52-week high of $108.10. The business’s 50-day moving average price is $102.44 and its 200 day moving average price is $102.51. The firm has a market cap of $13.04 billion, a P/E ratio of 22.53 and a beta of 1.02.

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.