Holistic Planning LLC Increases Position in VanEck Morningstar Wide Moat ETF (BATS:MOAT)

Holistic Planning LLC raised its position in shares of VanEck Morningstar Wide Moat ETF (BATS:MOAT) by 3.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 14,820 shares of the company’s stock after buying an additional 433 shares during the period. Holistic Planning LLC’s holdings in VanEck Morningstar Wide Moat ETF were worth $1,374,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors have also modified their holdings of MOAT. LPL Financial LLC increased its position in shares of VanEck Morningstar Wide Moat ETF by 8.4% during the third quarter. LPL Financial LLC now owns 7,877,723 shares of the company’s stock worth $763,745,000 after acquiring an additional 613,683 shares during the period. Redhawk Wealth Advisors Inc. raised its holdings in VanEck Morningstar Wide Moat ETF by 11,390.1% in the third quarter. Redhawk Wealth Advisors Inc. now owns 316,668 shares of the company’s stock valued at $30,701,000 after acquiring an additional 313,912 shares in the last quarter. SK Wealth Management LLC purchased a new position in VanEck Morningstar Wide Moat ETF in the third quarter worth approximately $22,253,000. Plotkin Financial Advisors LLC acquired a new position in VanEck Morningstar Wide Moat ETF during the 3rd quarter worth approximately $11,081,000. Finally, CWM LLC grew its holdings in VanEck Morningstar Wide Moat ETF by 10.5% during the 3rd quarter. CWM LLC now owns 1,152,800 shares of the company’s stock worth $111,764,000 after acquiring an additional 109,394 shares in the last quarter.

VanEck Morningstar Wide Moat ETF Stock Performance

VanEck Morningstar Wide Moat ETF stock opened at $95.54 on Monday. The firm has a market capitalization of $16.16 billion, a PE ratio of 28.30 and a beta of 1.01. The company has a fifty day simple moving average of $95.42 and a two-hundred day simple moving average of $94.53.

VanEck Morningstar Wide Moat ETF Announces Dividend

The business also recently declared a dividend, which was paid on Tuesday, December 24th. Shareholders of record on Monday, December 23rd were paid a $1.2675 dividend. The ex-dividend date was Monday, December 23rd.

VanEck Morningstar Wide Moat ETF Company Profile

The VanEck Morningstar Wide Moat ETF (MOAT) is an exchange-traded fund that is based on the Morningstar Wide Moat Focus 20 index. The fund tracks a staggered, equal-weighted index of 40 US companies that Morningstar determines to have the highest fair value among firms with a sustainable competitive advantage.