Capasso Planning Partners LLC Trims Stock Position in VanEck Morningstar Wide Moat ETF $MOAT

Capasso Planning Partners LLC lessened its stake in VanEck Morningstar Wide Moat ETF (BATS:MOAT) by 43.8% in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 2,726 shares of the company’s stock after selling 2,122 shares during the quarter. Capasso Planning Partners LLC’s holdings in VanEck Morningstar Wide Moat ETF were worth $256,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Brighton Jones LLC acquired a new position in VanEck Morningstar Wide Moat ETF in the fourth quarter valued at approximately $528,000. Envestnet Asset Management Inc. increased its holdings in shares of VanEck Morningstar Wide Moat ETF by 9.3% during the 1st quarter. Envestnet Asset Management Inc. now owns 653,438 shares of the company’s stock valued at $57,503,000 after purchasing an additional 55,612 shares in the last quarter. Financial Gravity Asset Management Inc. acquired a new position in shares of VanEck Morningstar Wide Moat ETF in the 1st quarter valued at $29,000. Joseph Group Capital Management purchased a new stake in VanEck Morningstar Wide Moat ETF during the first quarter worth $11,030,000. Finally, Acorn Wealth Advisors LLC boosted its holdings in VanEck Morningstar Wide Moat ETF by 1.4% during the first quarter. Acorn Wealth Advisors LLC now owns 95,893 shares of the company’s stock worth $8,439,000 after buying an additional 1,335 shares in the last quarter.

VanEck Morningstar Wide Moat ETF Stock Performance

MOAT stock opened at $99.99 on Friday. VanEck Morningstar Wide Moat ETF has a one year low of $75.43 and a one year high of $99.41. The firm’s fifty day moving average is $99.72 and its 200 day moving average is $95.39. The firm has a market cap of $13.50 billion, a PE ratio of 22.53 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.