VanEck Morningstar Wide Moat ETF (BATS:MOAT) is Aspen Wealth Strategies LLC’s 2nd Largest Position

Aspen Wealth Strategies LLC lifted its position in shares of VanEck Morningstar Wide Moat ETF (BATS:MOAT) by 1,824.2% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 204,329 shares of the company’s stock after purchasing an additional 193,710 shares during the period. VanEck Morningstar Wide Moat ETF accounts for approximately 12.6% of Aspen Wealth Strategies LLC’s portfolio, making the stock its 2nd largest position. Aspen Wealth Strategies LLC owned 0.16% of VanEck Morningstar Wide Moat ETF worth $17,341,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of MOAT. Samalin Investment Counsel LLC lifted its holdings in VanEck Morningstar Wide Moat ETF by 89.0% in the third quarter. Samalin Investment Counsel LLC now owns 14,102 shares of the company’s stock worth $1,070,000 after buying an additional 6,642 shares during the period. Scotia Capital Inc. boosted its stake in shares of VanEck Morningstar Wide Moat ETF by 9.8% during the 3rd quarter. Scotia Capital Inc. now owns 8,506 shares of the company’s stock worth $646,000 after acquiring an additional 762 shares during the last quarter. Raymond James & Associates boosted its stake in shares of VanEck Morningstar Wide Moat ETF by 7.8% during the 4th quarter. Raymond James & Associates now owns 2,271,276 shares of the company’s stock worth $192,763,000 after acquiring an additional 164,926 shares during the last quarter. Santori & Peters Inc. purchased a new position in shares of VanEck Morningstar Wide Moat ETF during the 3rd quarter valued at $3,781,000. Finally, Liberty One Investment Management LLC purchased a new stake in VanEck Morningstar Wide Moat ETF in the 4th quarter worth $2,582,000.

VanEck Morningstar Wide Moat ETF Stock Performance

Shares of VanEck Morningstar Wide Moat ETF stock traded down $0.38 during trading hours on Tuesday, reaching $84.43. The company’s stock had a trading volume of 1,440,870 shares. The business’s 50 day simple moving average is $87.13 and its 200 day simple moving average is $82.18. The stock has a market cap of $14.24 billion, a PE ratio of 27.67 and a beta of 1.02.

VanEck Morningstar Wide Moat ETF 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.