Purchases and Sales Made in Q1 2025 in Vaneck Morningstar Wide Moat E (MOAT)
This table provides information about the institutional ownership of Vaneck Morningstar Wide Moat E (MOAT) during Q1 2025. The information is specifically focused on institutions that hold shares of VANECK MORNINGSTAR WIDE MOAT E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
17.9K+ 6.9% |
N/A
|
277K
$23.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
17.3K+ 6.77% |
N/A
|
273K
$23.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
17.3K+ 3.61% |
N/A
|
496K
$42.6M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
17.1KNew |
N/A
|
17.1K
$1.47M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
17.1KNew |
N/A
|
17.1K
$1.46M
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
16.4K+ 11.27% |
N/A
|
162K
$13.9M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
16.2KNew |
N/A
|
16.2K
$1.39M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
15.7KNew |
N/A
|
15.7K
$1.34M
|
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
BUY
|
- |
14.8KNew |
N/A
|
14.8K
$1.27M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
13.6KNew |
N/A
|
13.6K
$1.17M
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
12.7K+ 26.52% |
N/A
|
60.8K
$5.22M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
12.1KNew |
N/A
|
12.1K
$1.04M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
12.1K+ 11.45% |
N/A
|
118K
$10.1M
|
|
|
May 13, 2025
Q1 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
11.9K+ 12.21% |
N/A
|
109K
$9.36M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
11.8K+ 5.07% |
N/A
|
246K
$21.1M
|
|
|
Apr 23, 2025
Q1 2025
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
11.6K+ 3.28% |
N/A
|
367K
$31.5M
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
11.6K+ 2.2% |
N/A
|
537K
$46.1M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
11.1K+ 222.93% |
N/A
|
16.1K
$1.39M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
10.7KNew |
N/A
|
10.7K
$915K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.83K+ 9.85% |
N/A
|
110K
$9.41M
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
9.65K+ 1.84% |
N/A
|
534K
$45.9M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.54K+ 6.15% |
N/A
|
148K
$12.7M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.47K+ 147.82% |
N/A
|
14.2K
$1.22M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
8.38KNew |
N/A
|
8.38K
$719K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
8.34KNew |
N/A
|
8.34K
$716K
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
8.25K+ 37.29% |
N/A
|
30.4K
$2.61M
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
7.91K+ 4.88% |
N/A
|
170K
$14.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
7.87K+ 6.22% |
N/A
|
134K
$11.5M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.69K+ 125.25% |
N/A
|
13.8K
$1.19M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.55K+ 4.13% |
N/A
|
190K
$16.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.49K+ 9.31% |
N/A
|
88K
$7.55M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
7.1K+ 9.63% |
N/A
|
80.9K
$6.94M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
7.01K+ 3.27% |
N/A
|
222K
$19M
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
6.96K+ 2.38% |
N/A
|
299K
$25.7M
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
6.5K+ 7.55% |
N/A
|
92.7K
$7.95M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
6.44K+ 4.9% |
N/A
|
138K
$11.8M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
6.31K+ 41.79% |
N/A
|
21.4K
$1.84M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
6.16KNew |
N/A
|
6.16K
$528K
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
6.09K+ 15.85% |
N/A
|
44.5K
$3.82M
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
6.09K+ 28.63% |
N/A
|
27.3K
$2.35M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.92K+ 10.56% |
N/A
|
62K
$5.32M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
5.9KNew |
N/A
|
5.9K
$506K
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
5.83K+ 1.59% |
N/A
|
373K
$32M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.69K+ 17.88% |
N/A
|
37.5K
$3.22M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.67K+ 113380.0% |
N/A
|
5.67K
$487K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
5.59KNew |
N/A
|
5.59K
$480K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.54K+ 32.82% |
N/A
|
22.4K
$1.92M
|
|
|
May 07, 2025
Q1 2025
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
5.43K+ 8.47% |
N/A
|
69.5K
$5.97M
|
|
|
May 07, 2025
Q1 2025
|
Financial Management Network Inc
|
BUY
|
- |
5.37K+ 1.08% |
N/A
|
503K
$43.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.37K+ 7.25% |
N/A
|
79.4K
$6.82M
|