VanEck Morningstar Wide Moat ETF $MOAT Holdings Cut by Aspen Wealth Strategies LLC

Aspen Wealth Strategies LLC lowered its holdings in VanEck Morningstar Wide Moat ETF (BATS:MOAT) by 12.4% in the 3rd quarter, according to the company in its most recent filing with the SEC. The firm owned 163,131 shares of the company’s stock after selling 23,188 shares during the quarter. VanEck Morningstar Wide Moat ETF makes up about 9.0% of Aspen Wealth Strategies LLC’s investment portfolio, making the stock its 4th largest holding. Aspen Wealth Strategies LLC owned approximately 0.12% of VanEck Morningstar Wide Moat ETF worth $16,168,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Orion Porfolio Solutions LLC increased its position in VanEck Morningstar Wide Moat ETF by 1,387.0% during 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 period. GGM Financials LLC bought a new stake in shares of VanEck Morningstar Wide Moat ETF during the 2nd quarter valued at about $25,124,000. Assetmark Inc. increased its position in shares of VanEck Morningstar Wide Moat ETF by 310.9% during the second quarter. Assetmark Inc. now owns 291,184 shares of the company’s stock valued at $27,310,000 after buying an additional 220,316 shares during the period. Richmond Investment Services LLC raised its stake in VanEck Morningstar Wide Moat ETF by 84.3% in the second quarter. Richmond Investment Services LLC now owns 312,899 shares of the company’s stock worth $29,347,000 after buying an additional 143,156 shares in the last quarter. Finally, Jones Financial Companies Lllp raised its stake in 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 worth $108,275,000 after buying an additional 108,068 shares in the last quarter.

VanEck Morningstar Wide Moat ETF Stock Performance

Shares of BATS:MOAT opened at $106.16 on Wednesday. The firm has a market capitalization of $14.33 billion, a P/E ratio of 22.53 and a beta of 1.02. The stock has a 50 day moving average price of $105.55 and a 200-day moving average price of $102.14. VanEck Morningstar Wide Moat ETF has a 52-week low of $75.43 and a 52-week 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.