Kelman Lazarov Inc. raised its holdings in shares of VanEck Morningstar Wide Moat ETF (BATS:MOAT – Free Report) by 0.9% in the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 561,025 shares of the company’s stock after purchasing an additional 5,005 shares during the period. VanEck Morningstar Wide Moat ETF accounts for 7.8% of Kelman Lazarov Inc.’s portfolio, making the stock its 3rd largest position. Kelman Lazarov Inc. owned approximately 0.42% of VanEck Morningstar Wide Moat ETF worth $54,251,000 as of its most recent SEC filing.
Other large investors have also recently made changes to their positions in the company. Mercer Global Advisors Inc. ADV boosted its position in shares of VanEck Morningstar Wide Moat ETF by 1,690.5% in 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 in the last quarter. 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 buying an additional 570,500 shares in the last quarter. New England Private Wealth Advisors LLC raised its stake in 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 buying an additional 331,044 shares during the last quarter. Southern Farm Bureau Life Insurance raised its stake in VanEck Morningstar Wide Moat ETF by 31.1% during the fourth quarter. Southern Farm Bureau Life Insurance now owns 1,107,967 shares of the company’s stock valued at $114,720,000 after buying an additional 262,940 shares during the last quarter. Finally, SHP Wealth Management purchased a new position in VanEck Morningstar Wide Moat ETF during the fourth quarter valued at $25,653,000.
VanEck Morningstar Wide Moat ETF Stock Performance
VanEck Morningstar Wide Moat ETF stock opened at $106.29 on Friday. VanEck Morningstar Wide Moat ETF has a 12 month low of $93.96 and a 12 month high of $108.10. The company has a market capitalization of $14.35 billion, a price-to-earnings ratio of 22.53 and a beta of 1.02. The business’s fifty day simple moving average is $101.98 and its two-hundred day simple moving average is $102.70.
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.
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