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Vaneck Vectors Etf Tr morningstar wide shares owned by Rooted Wealth Advisors

Quarter-by-quarter ownership of Vaneck Vectors Etf Tr morningstar wide (MOAT) shares owned by Rooted Wealth Advisors from 13F filings

Historical chart of Rooted Wealth Advisors investment in Vaneck Vectors Etf Tr morningstar wide

Tip: Access up to 7 years of quarterly data

All positions including Vaneck Vectors Etf Tr morningstar wide held by Rooted Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vaneck Vectors Etf Tr morningstar wide by Rooted Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.5M 62k 88.33
2023-12-31 $5.0M 60k 84.49
2023-09-30 $4.0M 51k 77.42
2023-06-30 $825k 10k 79.43

More positions owned by Rooted Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Ishares Tr Core Msci Total (IXUS)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core Div Grwth (DGRO)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Rooted Wealth Advisors

Top funds holding Vaneck Vectors Etf Tr morningstar wide

Bank of America Corporation
Raymond James Financial Services Advisors
Mesirow Financial Investment Management International Equity
Wells Fargo & Company
Raymond James & Associates
Commonwealth Equity Services
UBS Group
Advisor Group Holdings
CWM
Cambridge Investment Research Advisors
Southern Farm Bureau Life Insurance
JNBA Financial Advisors
Obermeyer Asset Management
Brookstone Capital Management
Wealth Enhancement Advisory Services

View all funds holding Vaneck Vectors Etf Tr morningstar wide