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Vaneck Vectors Etf Tr morningstar wide shares owned by Summit Wealth Partners

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

Historical chart of Summit Wealth Partners 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 Summit Wealth Partners 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 Summit Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.7M 19k 86.61
2024-03-31 $1.3M 15k 89.90
2023-12-31 $1.0M 12k 84.87

More positions owned by Summit Wealth Partners

Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core Us Aggbd Et (AGG)
Brown & Brown (BRO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Msci Usa Min Vol (USMV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Summit Wealth Partners

Top funds holding Vaneck Vectors Etf Tr morningstar wide

Bank of America Corporation
Morgan Stanley
LPL Financial
Raymond James Financial Services Advisors
Wells Fargo & Company
Mesirow Financial Investment Management International Equity
Commonwealth Equity Services
Raymond James & Associates
Ameriprise Financial
UBS Group
Advisor Group Holdings
Thrivent Financial for Lutherans
First Foundation Advisors
CWM
Brookstone Capital Management

View all funds holding Vaneck Vectors Etf Tr morningstar wide