VanEck Morningstar Wide Moat ETF $MOAT is Marshall & Sterling Wealth Advisors Inc.’s 4th Largest Position

Marshall & Sterling Wealth Advisors Inc. reduced its stake in shares of VanEck Morningstar Wide Moat ETF (BATS:MOAT) by 16.9% during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 69,144 shares of the company’s stock after selling 14,029 shares during the period. VanEck Morningstar Wide Moat ETF accounts for 4.4% of Marshall & Sterling Wealth Advisors Inc.’s investment portfolio, making the stock its 4th biggest holding. Marshall & Sterling Wealth Advisors Inc.’s holdings in VanEck Morningstar Wide Moat ETF were worth $6,686,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds have also modified their holdings of the company. Orion Porfolio Solutions LLC boosted its position in VanEck Morningstar Wide Moat ETF by 1,387.0% during the second quarter. Orion Porfolio Solutions LLC now owns 611,633 shares of the company’s stock valued at $57,365,000 after purchasing an additional 570,500 shares during the last quarter. New England Private Wealth Advisors LLC increased its position in VanEck Morningstar Wide Moat ETF by 184.4% in the 4th quarter. New England Private Wealth Advisors LLC now owns 510,560 shares of the company’s stock worth $53,268,000 after purchasing an additional 331,044 shares during the last quarter. Southern Farm Bureau Life Insurance raised its stake in shares of VanEck Morningstar Wide Moat ETF by 31.1% during the 4th quarter. Southern Farm Bureau Life Insurance now owns 1,107,967 shares of the company’s stock worth $114,720,000 after purchasing an additional 262,940 shares in the last quarter. SHP Wealth Management acquired a new stake in shares of VanEck Morningstar Wide Moat ETF during the 4th quarter valued at about $25,653,000. Finally, LPL Financial LLC lifted its holdings in shares of VanEck Morningstar Wide Moat ETF by 2.8% during the 4th quarter. LPL Financial LLC now owns 6,583,657 shares of the company’s stock valued at $681,803,000 after buying an additional 180,972 shares during the last quarter.

VanEck Morningstar Wide Moat ETF Stock Performance

Shares of BATS MOAT opened at $106.26 on Friday. The business has a 50 day simple moving average of $103.06 and a 200 day simple moving average of $102.79. VanEck Morningstar Wide Moat ETF has a 52 week low of $94.07 and a 52 week high of $108.10. The stock has a market cap of $14.35 billion, a price-to-earnings 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.