Marshall & Sterling Wealth Advisors Inc. Has $6.69 Million Position in VanEck Morningstar Wide Moat ETF $MOAT

Marshall & Sterling Wealth Advisors Inc. reduced its holdings in VanEck Morningstar Wide Moat ETF (BATS:MOAT) by 16.9% during the first quarter, according to the company in its most recent filing with the SEC. The fund owned 69,144 shares of the company’s stock after selling 14,029 shares during the quarter. VanEck Morningstar Wide Moat ETF makes up 4.4% of Marshall & Sterling Wealth Advisors Inc.’s portfolio, making the stock its 4th biggest position. Marshall & Sterling Wealth Advisors Inc. owned approximately 0.05% of VanEck Morningstar Wide Moat ETF worth $6,686,000 as of its most recent SEC filing.

Several other institutional investors also recently made changes to their positions in MOAT. Brighton Jones LLC acquired a new stake in shares of VanEck Morningstar Wide Moat ETF in the 4th quarter worth about $528,000. AQR Capital Management LLC boosted its position in shares of VanEck Morningstar Wide Moat ETF by 16.9% during the first quarter. AQR Capital Management LLC now owns 21,523 shares of the company’s stock worth $1,894,000 after buying an additional 3,107 shares during the period. Goldman Sachs Group Inc. acquired a new stake in VanEck Morningstar Wide Moat ETF in the 1st quarter valued at approximately $1,068,000. Jane Street Group LLC boosted its position in VanEck Morningstar Wide Moat ETF by 125.3% during the 1st quarter. Jane Street Group LLC now owns 13,835 shares of the company’s stock worth $1,217,000 after acquiring an additional 7,693 shares during the period. Finally, First Trust Advisors LP increased its holdings in shares of VanEck Morningstar Wide Moat ETF by 15.0% during the second quarter. First Trust Advisors LP now owns 3,795 shares of the company’s stock valued at $356,000 after purchasing an additional 494 shares during the period.

VanEck Morningstar Wide Moat ETF Stock Down 1.2%

MOAT stock opened at $106.26 on Friday. The company has a 50-day simple moving average of $103.06 and a 200 day simple moving average of $102.79. The company has a market capitalization of $14.35 billion, a P/E ratio of 22.53 and a beta of 1.02. VanEck Morningstar Wide Moat ETF has a fifty-two week low of $94.07 and a fifty-two week high of $108.10.

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