Reported 32,296 shares, up 11,175 (52.9%) from the prior quarter.
Reported value 47.3%; share count 52.9% vs. the prior quarter.
Reported position value by quarter
Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.
| Date | Holding Value |
|---|---|
| 2023-06-30 | 1420182 |
| 2023-09-30 | 1475316 |
| 2023-12-31 | 1635360 |
| 2024-03-31 | 1898778 |
| 2024-06-30 | 2797157 |
| 2024-09-30 | 4041264 |
| 2024-12-31 | 5008726 |
| 2025-03-31 | 4959504 |
| 2025-06-30 | 4918910 |
| 2025-09-30 | 4371643 |
| 2025-12-31 | 3632574 |
| 2026-03-31 | 3451900 |
| 2026-06-30 | 3691308 |
| 2026-09-30 | 3802072 |
Quarterly position history
How this manager's reported quarter-end position changed over time.
| Quarter | Activity | Shares | Change | % of reported 13F | Reported value | Filed | Source filing |
|---|---|---|---|---|---|---|---|
| Q3 2026 | Added | 35,967 | +460 (1.3%) | 1.45% | $3,802,072 | 2026-10-30 | |
| Q2 2026 | Reduced | 35,507 | -190 (-0.5%) | 1.35% | $3,691,308 | 2026-07-30 | |
| Q1 2026 | Added | 35,697 | +620 (1.8%) | 1.33% | $3,451,900 | 2026-05-13 | |
| Q4 2025 | Reduced | 35,077 | -9,032 (-20.5%) | 1.36% | $3,632,574 | 2026-01-23 | |
| Q3 2025 | Reduced | 44,109 | -8,337 (-15.9%) | 1.67% | $4,371,643 | 2025-11-12 | |
| Q2 2025 | Reduced | 52,446 | -3,912 (-6.9%) | 1.88% | $4,918,910 | 2025-07-28 | |
| Q1 2025 | Added | 56,358 | +2,341 (4.3%) | 1.8% | $4,959,504 | 2025-05-05 | |
| Q4 2024 | Added | 54,017 | +12,333 (29.6%) | 1.95% | $5,008,726 | 2025-01-24 | |
| Q3 2024 | Added | 41,684 | +9,388 (29.1%) | 1.89% | $4,041,264 | 2024-10-24 | |
| Q2 2024 | Added | 32,296 | +11,175 (52.9%) | 1.38% | $2,797,157 | 2024-07-19 | |
| Q1 2024 | Added | 21,121 | +1,852 (9.6%) | 0.94% | $1,898,778 | 2024-04-23 | |
| Q4 2023 | Reduced | 19,269 | -184 (-0.9%) | 0.85% | $1,635,360 | 2024-01-30 | |
| Q3 2023 | Added | 19,453 | +1,654 (9.3%) | 0.78% | $1,475,316 | 2023-10-31 | |
| Q2 2023 | New | 17,799 | +17,799 (0.0%) | 0.77% | $1,420,182 | 2023-08-11 |
Who else reported the position
703 managers reported VANECK MORNINGSTAR WIDE MOAT E for Q2 2024.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| Bank of America Corporation | Reduced | 8,544,301 | -291,746 | 0.07% | $740,021,947 | 33 qtrs |
| MORGAN STANLEY | Reduced | 8,520,343 | -174,856 | 0.06% | $737,946,966 | 33 qtrs |
| LPL Financial LLC | Reduced | 7,264,040 | -33,640 | 0.31% | $629,138,460 | 33 qtrs |
| Raymond James Financial Services Advisors Inc | Reduced | 3,178,922 | -68,495 | 0.39% | $275,326,414 | 33 qtrs |
| WELLS FARGO & COMPANY MN | Added | 2,702,748 | +45,481 | 0.06% | $234,085,006 | 33 qtrs |
| Mesirow Financial Investment Management Inc | Added | 2,550,227 | +41,738 | 4.95% | $220,942,421 | 3 qtrs |
| COMMONWEALTH EQUITY SERVICES LLC | Added | 2,489,450 | +30,142 | 0.34% | $215,611,000 | 27 qtrs |
| RAYMOND JAMES & ASSOCIATES | Added | 2,378,268 | +10,389 | 0.14% | $205,981,829 | 33 qtrs |
| AMERIPRISE FINANCIAL INC | Reduced | 2,223,069 | -97,779 | 0.05% | $192,972,087 | 31 qtrs |
| UBS Group AG | Reduced | 2,108,636 | -92,621 | 0.05% | $182,628,964 | 33 qtrs |
Filing details and methodology As reported
- Report period
- June 30, 2024
- Filed
- July 19, 2024
- Filing type
- 13F-HR
- Position type
- MRNGSTR WDE MOAT
Voting authority reported
- Sole
- 32,296
- Shared
- 0
- None
- 0
“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.
Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.