OakTrust Wealth Advisors LLC Takes Position in VanEck Morningstar Wide Moat ETF $MOAT

OakTrust Wealth Advisors LLC purchased a new stake in shares of VanEck Morningstar Wide Moat ETF (BATS:MOAT) during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor purchased 6,210 shares of the company’s stock, valued at approximately $643,000.

Other institutional investors also recently bought and sold shares of the company. Swmg LLC boosted its stake in VanEck Morningstar Wide Moat ETF by 1.3% during the fourth quarter. Swmg LLC now owns 7,926 shares of the company’s stock worth $836,000 after buying an additional 103 shares during the period. Russell Investments Group Ltd. lifted its holdings in shares of VanEck Morningstar Wide Moat ETF by 60.9% in the 4th quarter. Russell Investments Group Ltd. now owns 296 shares of the company’s stock worth $31,000 after acquiring an additional 112 shares during the last quarter. Western Pacific Wealth Management LP lifted its holdings in shares of VanEck Morningstar Wide Moat ETF by 1.7% in the 4th quarter. Western Pacific Wealth Management LP now owns 6,983 shares of the company’s stock worth $723,000 after acquiring an additional 116 shares during the last quarter. Sagespring Wealth Partners LLC lifted its holdings in shares of VanEck Morningstar Wide Moat ETF by 3.4% in the 4th quarter. Sagespring Wealth Partners LLC now owns 3,597 shares of the company’s stock worth $372,000 after acquiring an additional 117 shares during the last quarter. Finally, Warner Financial Inc. boosted its stake in shares of VanEck Morningstar Wide Moat ETF by 1.2% during the 4th quarter. Warner Financial Inc. now owns 11,305 shares of the company’s stock worth $1,171,000 after purchasing an additional 132 shares during the period.

VanEck Morningstar Wide Moat ETF Trading Up 0.8%

Shares of BATS:MOAT opened at $102.12 on Friday. The company has a market capitalization of $13.79 billion, a price-to-earnings ratio of 22.53 and a beta of 1.02. VanEck Morningstar Wide Moat ETF has a 12 month low of $90.07 and a 12 month high of $108.10. The firm’s 50-day moving average is $101.34 and its 200 day moving average is $102.79.

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.