Rooted Wealth Advisors Inc. Lowers Holdings in VanEck Morningstar Wide Moat ETF $MOAT

Rooted Wealth Advisors Inc. cut its position in VanEck Morningstar Wide Moat ETF (BATS:MOAT) by 48.8% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 10,728 shares of the company’s stock after selling 10,213 shares during the quarter. Rooted Wealth Advisors Inc.’s holdings in VanEck Morningstar Wide Moat ETF were worth $1,131,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also bought and sold shares of MOAT. Mercer Global Advisors Inc. ADV lifted its stake in VanEck Morningstar Wide Moat ETF by 1,690.5% in the 3rd quarter. Mercer Global Advisors Inc. ADV now owns 794,616 shares of the company’s stock worth $78,727,000 after purchasing an additional 750,236 shares in the last quarter. Orion Porfolio Solutions LLC lifted its stake in VanEck Morningstar Wide Moat ETF by 1,387.0% in the 2nd quarter. Orion Porfolio Solutions LLC now owns 611,633 shares of the company’s stock worth $57,365,000 after purchasing an additional 570,500 shares in the last quarter. New England Private Wealth Advisors LLC lifted its stake 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 in the last quarter. Southern Farm Bureau Life Insurance lifted its stake in VanEck Morningstar Wide Moat ETF by 31.1% in 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. Finally, Foguth Wealth Management LLC. purchased a new stake in VanEck Morningstar Wide Moat ETF in the 4th quarter worth approximately $18,309,000.

VanEck Morningstar Wide Moat ETF Price Performance

Shares of BATS:MOAT opened at $102.24 on Monday. The company’s fifty day moving average price is $99.21 and its 200-day moving average price is $102.53. The firm has a market capitalization of $13.80 billion, a price-to-earnings ratio of 22.53 and a beta of 1.02. VanEck Morningstar Wide Moat ETF has a one year low of $87.68 and a one year high of $108.10.

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