Integrated Wealth Concepts LLC Has $29.95 Million Stock Holdings in VanEck Morningstar Wide Moat ETF $MOAT

Integrated Wealth Concepts LLC raised its stake in VanEck Morningstar Wide Moat ETF (BATS:MOAT) by 16.9% in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 288,074 shares of the company’s stock after purchasing an additional 41,606 shares during the quarter. Integrated Wealth Concepts LLC owned approximately 0.21% of VanEck Morningstar Wide Moat ETF worth $29,948,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. LPL Financial LLC boosted its holdings in shares of VanEck Morningstar Wide Moat ETF by 2.8% in 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. Boulay Financial Advisors LLC increased its holdings in VanEck Morningstar Wide Moat ETF by 0.6% during the fourth quarter. Boulay Financial Advisors LLC now owns 2,132,699 shares of the company’s stock worth $220,862,000 after buying an additional 13,325 shares during the last quarter. Royal Bank of Canada raised its position in VanEck Morningstar Wide Moat ETF by 10.8% during the first quarter. Royal Bank of Canada now owns 833,825 shares of the company’s stock worth $80,630,000 after acquiring an additional 81,552 shares in the last quarter. Verde Capital Management raised its position in VanEck Morningstar Wide Moat ETF by 5.1% during the first quarter. Verde Capital Management now owns 658,249 shares of the company’s stock worth $63,653,000 after acquiring an additional 31,931 shares in the last quarter. Finally, Sfmg LLC raised its position in VanEck Morningstar Wide Moat ETF by 1.5% during the fourth quarter. Sfmg LLC now owns 640,814 shares of the company’s stock worth $66,363,000 after acquiring an additional 9,698 shares in the last quarter.

VanEck Morningstar Wide Moat ETF Price Performance

Shares of MOAT stock opened at $109.89 on Wednesday. The company has a fifty day moving average price of $109.76 and a two-hundred day moving average price of $104.17. VanEck Morningstar Wide Moat ETF has a one year low of $94.07 and a one year high of $115.58. The stock has a market cap of $14.84 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.