Form 13-F position report

VANECK MORNINGSTAR WIDE MOAT E

Reported by Lunt Capital Management Inc

MOAT CUSIP 92189F643 Manager CIK 0001608034

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.

Added
% of reported 13F value 1.38% This manager · Q2 2024
Shares 32,296 Quarter-end amount reported
Reported value $2,797,157 Fair value at quarter end
Consecutive quarters held 5 Through Q2 2024

Reported position value by 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.

Reported position value by 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.

14 quarters
Quarterly reported position history for VANECK MORNINGSTAR WIDE MOAT E held by Lunt Capital Management Inc.
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.

Managers reporting VANECK MORNINGSTAR WIDE MOAT E in 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
Premium adds each manager's conviction percentile across reporting peers.
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.