Planned Solutions Inc. Has $27.09 Million Stock Holdings in VanEck Morningstar Wide Moat ETF (BATS:MOAT)

Planned Solutions Inc. cut its holdings in VanEck Morningstar Wide Moat ETF (BATS:MOAT) by 1.7% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 292,121 shares of the company’s stock after selling 4,948 shares during the quarter. VanEck Morningstar Wide Moat ETF makes up 10.9% of Planned Solutions Inc.’s holdings, making the stock its biggest holding. Planned Solutions Inc. owned approximately 0.17% of VanEck Morningstar Wide Moat ETF worth $27,087,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Red Mountain Financial LLC lifted its stake in shares of VanEck Morningstar Wide Moat ETF by 4.2% in the 3rd quarter. Red Mountain Financial LLC now owns 2,617 shares of the company’s stock valued at $254,000 after acquiring an additional 105 shares during the last quarter. Schaper Benz & Wise Investment Counsel Inc. WI increased its holdings in VanEck Morningstar Wide Moat ETF by 1.2% in the 3rd quarter. Schaper Benz & Wise Investment Counsel Inc. WI now owns 8,935 shares of the company’s stock worth $866,000 after purchasing an additional 110 shares in the last quarter. Waddell & Associates LLC raised its position in VanEck Morningstar Wide Moat ETF by 4.9% in the third quarter. Waddell & Associates LLC now owns 2,538 shares of the company’s stock valued at $246,000 after purchasing an additional 119 shares during the last quarter. Colonial River Investments LLC boosted its stake in shares of VanEck Morningstar Wide Moat ETF by 2.9% during the third quarter. Colonial River Investments LLC now owns 4,288 shares of the company’s stock valued at $416,000 after purchasing an additional 120 shares in the last quarter. Finally, Axxcess Wealth Management LLC grew its holdings in shares of VanEck Morningstar Wide Moat ETF by 2.9% during the third quarter. Axxcess Wealth Management LLC now owns 4,288 shares of the company’s stock worth $416,000 after purchasing an additional 120 shares during the last quarter.

VanEck Morningstar Wide Moat ETF Price Performance

VanEck Morningstar Wide Moat ETF stock opened at $94.14 on Tuesday. The firm has a 50-day moving average price of $95.48 and a 200 day moving average price of $94.01. The firm has a market capitalization of $15.92 billion, a P/E ratio of 28.30 and a beta of 1.01.

VanEck Morningstar Wide Moat ETF Dividend Announcement

The firm also recently declared a dividend, which was paid on Tuesday, December 24th. Stockholders of record on Monday, December 23rd were paid a dividend of $1.2675 per share. The ex-dividend date was Monday, December 23rd.

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.