Caliber Wealth Management LLC KS Decreases Holdings in VanEck Morningstar Wide Moat ETF $MOAT

Caliber Wealth Management LLC KS reduced its stake in VanEck Morningstar Wide Moat ETF (BATS:MOAT) by 35.9% in the 3rd quarter, Holdings Channel reports. The firm owned 10,650 shares of the company’s stock after selling 5,966 shares during the quarter. Caliber Wealth Management LLC KS’s holdings in VanEck Morningstar Wide Moat ETF were worth $1,056,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently modified their holdings of MOAT. Orion Porfolio Solutions LLC raised its holdings in shares of VanEck Morningstar Wide Moat ETF by 1,387.0% during the 2nd quarter. Orion Porfolio Solutions LLC now owns 611,633 shares of the company’s stock valued at $57,365,000 after buying an additional 570,500 shares during the period. GGM Financials LLC purchased a new position in shares of VanEck Morningstar Wide Moat ETF in the second quarter valued at $25,124,000. Assetmark Inc. grew its holdings in VanEck Morningstar Wide Moat ETF by 310.9% during the 2nd quarter. Assetmark Inc. now owns 291,184 shares of the company’s stock valued at $27,310,000 after purchasing an additional 220,316 shares in the last quarter. Concurrent Investment Advisors LLC increased its stake in VanEck Morningstar Wide Moat ETF by 560.9% during the 2nd quarter. Concurrent Investment Advisors LLC now owns 247,757 shares of the company’s stock worth $23,237,000 after buying an additional 210,268 shares during the period. Finally, Richmond Investment Services LLC lifted its holdings in VanEck Morningstar Wide Moat ETF by 84.3% in the 2nd quarter. Richmond Investment Services LLC now owns 312,899 shares of the company’s stock worth $29,347,000 after buying an additional 143,156 shares in the last quarter.

VanEck Morningstar Wide Moat ETF Price Performance

BATS:MOAT opened at $105.60 on Monday. VanEck Morningstar Wide Moat ETF has a 1-year low of $75.43 and a 1-year high of $99.41. The firm has a 50-day moving average of $105.33 and a two-hundred day moving average of $101.44. The stock has a market cap of $14.26 billion, a P/E ratio of 22.53 and a beta of 1.02.

About VanEck Morningstar Wide Moat ETF

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. MOAT was launched on Apr 25, 2012 and is managed by VanEck.