Reported 38,019 shares, down 1,434 (3.6%) from the prior quarter.
Reported value -7.8%; share count -3.6% 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
764 managers reported VANECK MORNINGSTAR WIDE MOAT E for Q4 2024.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | Added | 8,835,865 | +176,663 | 0.06% | $819,305,635 | 35 qtrs |
| Bank of America Corporation | Reduced | 8,039,845 | -79,631 | 0.06% | $745,494,609 | 35 qtrs |
| LPL Financial LLC | Reduced | 7,285,775 | -591,948 | 0.27% | $675,573,396 | 35 qtrs |
| RAYMOND JAMES FINANCIAL INC | New | 5,420,559 | +5,420,559 | 0.19% | $502,621,329 | 1 qtr |
| Mesirow Financial Investment Management Inc | Added | 3,500,055 | +858,400 | 6.45% | $324,540,973 | 5 qtrs |
| WELLS FARGO & COMPANY MN | Added | 2,714,039 | +77,724 | 0.06% | $251,659,268 | 35 qtrs |
| COMMONWEALTH EQUITY SERVICES LLC | Reduced | 2,195,450 | -33,246 | 0.3% | $203,573,000 | 29 qtrs |
| AMERIPRISE FINANCIAL INC | Reduced | 2,017,717 | -23,739 | 0.05% | $187,098,322 | 33 qtrs |
| UBS Group AG | Reduced | 1,900,221 | -19,425 | 0.03% | $176,197,993 | 35 qtrs |
| CWM LLC | Added | 1,217,717 | +64,917 | 0.47% | $112,913,000 | 13 qtrs |
Filing details and methodology As reported
- Report period
- December 31, 2024
- Filed
- February 03, 2025
- Filing type
- 13F-HR
- Position type
- MRNGSTR WDE MOAT
Voting authority reported
- Sole
- 0
- Shared
- 0
- None
- 38,019
“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.