Reported 29,847 shares, up 4,426 (17.4%) from the prior quarter.
Reported value 24.4%; share count 17.4% 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 |
|---|---|
| 2023-12-31 | 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
684 managers reported VANECK MORNINGSTAR WIDE MOAT E for Q1 2024.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| Bank of America Corporation | Added | 8,836,047 | +352,083 | 0.07% | $794,360,644 | 32 qtrs |
| MORGAN STANLEY | Added | 8,695,199 | +988,175 | 0.06% | $781,698,533 | 32 qtrs |
| LPL Financial LLC | Added | 7,297,680 | +315,069 | 0.35% | $656,061,433 | 32 qtrs |
| Raymond James Financial Services Advisors Inc | Added | 3,247,417 | +359,915 | 0.43% | $291,942,828 | 32 qtrs |
| WELLS FARGO & COMPANY MN | Added | 2,657,267 | +219,084 | 0.06% | $238,888,221 | 32 qtrs |
| Mesirow Financial Investment Management Inc | Added | 2,508,489 | +252,391 | 5.11% | $225,517,263 | 2 qtrs |
| COMMONWEALTH EQUITY SERVICES LLC | Added | 2,459,308 | +119,262 | 0.37% | $221,092,000 | 26 qtrs |
| RAYMOND JAMES & ASSOCIATES | Added | 2,367,879 | +96,603 | 0.14% | $212,872,360 | 32 qtrs |
| AMERIPRISE FINANCIAL INC | Added | 2,320,848 | +75,538 | 0.06% | $208,746,885 | 30 qtrs |
| UBS Group AG | Added | 2,201,257 | +279,068 | 0.05% | $197,893,004 | 2 qtrs |
Filing details and methodology As reported
- Report period
- March 31, 2024
- Filed
- April 15, 2024
- Filing type
- 13F-HR
- Position type
- MRNGSTR WDE MOAT
Voting authority reported
- Sole
- 0
- Shared
- 0
- None
- 29,847
“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.