First reported at 25,421 shares this 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 |
|---|---|
| 2023-12-31 | 2157473 |
| 2024-03-31 | 2683238 |
| 2024-06-30 | 2778961 |
| 2024-09-30 | 3824960 |
| 2024-12-31 | 3525303 |
| 2025-03-31 | 3449503 |
| 2025-06-30 | 4381096 |
| 2025-09-30 | 5175996 |
| 2025-12-31 | 5948681 |
| 2026-03-31 | 5091146 |
| 2026-06-30 | 5385896 |
| 2026-09-30 | 5205358 |
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 | Reduced | 49,242 | -2,565 (-5.0%) | 1.59% | $5,205,358 | 2026-10-22 | |
| Q2 2026 | Reduced | 51,807 | -842 (-1.6%) | 1.53% | $5,385,896 | 2026-07-24 | |
| Q1 2026 | Reduced | 52,649 | -4,793 (-8.3%) | 1.67% | $5,091,146 | 2026-04-21 | |
| Q4 2025 | Added | 57,442 | +5,217 (10.0%) | 1.97% | $5,948,681 | 2026-01-23 | |
| Q3 2025 | Added | 52,225 | +5,513 (11.8%) | 1.87% | $5,175,996 | 2025-11-12 | |
| Q2 2025 | Added | 46,712 | +7,513 (19.2%) | 1.74% | $4,381,096 | 2025-07-09 | |
| Q1 2025 | Added | 39,199 | +1,180 (3.1%) | 1.84% | $3,449,503 | 2025-05-07 | |
| Q4 2024 | Reduced | 38,019 | -1,434 (-3.6%) | 1.77% | $3,525,303 | 2025-02-03 | |
| Q3 2024 | Added | 39,453 | +7,367 (23.0%) | 3.15% | $3,824,960 | 2024-10-16 | |
| Q2 2024 | Added | 32,086 | +2,239 (7.5%) | 1.81% | $2,778,961 | 2024-07-22 | |
| Q1 2024 | Added | 29,847 | +4,426 (17.4%) | 2.98% | $2,683,238 | 2024-04-15 | |
| Q4 2023 | New | 25,421 | +25,421 (0.0%) | 2.74% | $2,157,473 | 2024-02-20 |
Who else reported the position
647 managers reported VANECK MORNINGSTAR WIDE MOAT E for Q4 2023.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| Bank of America Corporation | Added | 8,483,964 | +1,361,628 | 0.07% | $720,034,015 | 31 qtrs |
| MORGAN STANLEY | Added | 7,707,024 | +923,811 | 0.06% | $654,095,184 | 31 qtrs |
| LPL Financial LLC | Added | 6,982,611 | +1,478,248 | 0.36% | $592,614,151 | 31 qtrs |
| Raymond James Financial Services Advisors Inc | Added | 2,887,502 | +845,137 | 0.4% | $245,062,258 | 31 qtrs |
| WELLS FARGO & COMPANY MN | Added | 2,438,183 | +305,404 | 0.05% | $206,928,565 | 31 qtrs |
| COMMONWEALTH EQUITY SERVICES LLC | Added | 2,340,046 | +323,206 | 0.36% | $198,600,000 | 25 qtrs |
| RAYMOND JAMES & ASSOCIATES | Added | 2,271,276 | +164,926 | 0.14% | $192,763,182 | 31 qtrs |
| Mesirow Financial Investment Management Inc | New | 2,256,098 | +2,256,098 | 6.99% | $191,475,068 | 1 qtr |
| AMERIPRISE FINANCIAL INC | Added | 2,245,310 | +6,233 | 0.06% | $191,112,653 | 29 qtrs |
| UBS Group AG | Added | 1,922,189 | +802,983 | 0.05% | $163,136,181 | 31 qtrs |
Filing details and methodology As reported
- Report period
- December 31, 2023
- Filed
- February 20, 2024
- Filing type
- 13F-HR
- Position type
- MRNGSTR WDE MOAT
Voting authority reported
- Sole
- 0
- Shared
- 0
- None
- 25,421
“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.