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 |
---|---|---|---|---|---|---|---|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-378- 12.1% |
N/A
|
2.75K
$236K
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-378- 10.34% |
N/A
|
3.28K
$281K
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-381- 2.5% |
N/A
|
14.9K
$1.28M
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-406- 0.84% |
N/A
|
47.7K
$4.1M
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-408- 6.64% |
N/A
|
5.74K
$492K
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-414- 3.88% |
N/A
|
10.3K
$881K
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-432- 1.51% |
N/A
|
28.2K
$2.42M
|
|
Apr 25, 2025
Q1 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-485- 13.5% |
N/A
|
3.11K
$267K
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-500- 12.59% |
N/A
|
3.47K
$298K
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-549- 9.27% |
N/A
|
5.37K
$461K
|
|
May 05, 2025
Q1 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
SELL
|
- |
-555- 17.69% |
N/A
|
2.58K
$222K
|
|
Apr 15, 2025
Q1 2025
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-581- 1.17% |
N/A
|
49.2K
$4.23M
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-584- 6.86% |
N/A
|
7.93K
$681K
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-652- 4.22% |
N/A
|
14.8K
$1.27M
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-652- 11.45% |
N/A
|
5.04K
$433K
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-686- 39.7% |
N/A
|
1.04K
$89.4K
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-699- 13.77% |
N/A
|
4.38K
$376K
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-758- 5.69% |
N/A
|
12.6K
$1.08M
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
SELL
|
- |
-761- 9.06% |
N/A
|
7.64K
$656K
|
|
May 02, 2025
Q1 2025
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-777- 0.58% |
N/A
|
132K
$11.3M
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-788- 5.32% |
N/A
|
14K
$1.2M
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-811- 3.87% |
N/A
|
20.1K
$1.73M
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-831- 16.77% |
N/A
|
4.13K
$354K
|
|
Apr 22, 2025
Q1 2025
|
First Financial Group Corp
Raleigh, NC |
SELL
|
- |
-842- 3.3% |
N/A
|
24.6K
$2.12M
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-863- 1.41% |
N/A
|
60.4K
$5.19M
|
|
Apr 16, 2025
Q1 2025
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-878- 12.71% |
N/A
|
6.03K
$518K
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-976- 8.58% |
N/A
|
10.4K
$893K
|
|
Apr 30, 2025
Q1 2025
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-998- 3.46% |
N/A
|
27.9K
$2.39M
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.01K- 9.59% |
N/A
|
9.55K
$820K
|
|
Apr 24, 2025
Q1 2025
|
Santori & Peters, Inc.
|
SELL
|
- |
-1.01K- 2.01% |
N/A
|
49.4K
$4.24M
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.04K- 85.25% |
N/A
|
180
$15.5K
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-1.07K- 6.68% |
N/A
|
15K
$1.29M
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.07K- 0.2% |
N/A
|
533K
$45.7M
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.09K- 4.14% |
N/A
|
25.1K
$2.16M
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.12K- 6.73% |
N/A
|
15.5K
$1.33M
|
|
Apr 24, 2025
Q1 2025
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-1.12K- 1.25% |
N/A
|
88.2K
$7.57M
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-1.17K- 21.51% |
N/A
|
4.27K
$367K
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.19K- 13.82% |
N/A
|
7.45K
$639K
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-1.24K- 6.6% |
N/A
|
17.5K
$1.5M
|
|
Apr 15, 2025
Q1 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-1.5K- 46.15% |
N/A
|
1.75K
$150K
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
SELL
|
- |
-1.5K- 99.6% |
N/A
|
6
$515
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.55K- 31.27% |
N/A
|
3.4K
$292K
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-1.55K- 7.35% |
N/A
|
19.5K
$1.68M
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-1.75K- 27.8% |
N/A
|
4.53K
$389K
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.8K- 1.3% |
N/A
|
137K
$11.8M
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-1.84K- 8.35% |
N/A
|
20.2K
$1.73M
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-2.06K- 6.46% |
N/A
|
29.8K
$2.56M
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-2.23K- 31.49% |
N/A
|
4.85K
$416K
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
SELL
|
- |
-2.37K- 22.16% |
N/A
|
8.32K
$714K
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.58K- 3.67% |
N/A
|
67.6K
$5.81M
|