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 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.59K- 1.94% |
N/A
|
131K
$11.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-2.68K- 7.46% |
N/A
|
33.3K
$2.86M
|
|
|
Apr 07, 2025
Q1 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
SELL
|
- |
-2.89K- 4.39% |
N/A
|
62.9K
$5.4M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.22K- 37.87% |
N/A
|
5.28K
$453K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-3.26K- 14.06% |
N/A
|
19.9K
$1.71M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.89K- 7.33% |
N/A
|
49.1K
$4.21M
|
|
|
Apr 18, 2025
Q1 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
SELL
|
- |
-4.13K- 4.69% |
N/A
|
84K
$7.21M
|
|
|
Apr 23, 2025
Q1 2025
|
Virtus Wealth Solutions LLC
Cranford, NJ |
SELL
|
- |
-4.19K- 1.54% |
N/A
|
268K
$23M
|
|
|
Apr 25, 2025
Q1 2025
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-4.2K- 4.21% |
N/A
|
95.4K
$8.19M
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-4.38K- 16.68% |
N/A
|
21.9K
$1.88M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-4.41K- 5.5% |
N/A
|
75.9K
$6.51M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-4.62K- 10.24% |
N/A
|
40.5K
$3.48M
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-4.77K- 2.35% |
N/A
|
198K
$17M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-4.88K- 24.75% |
N/A
|
14.8K
$1.27M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-4.92K- 1.43% |
N/A
|
340K
$29.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Clarus Group, Inc.
|
SELL
|
- |
-5.02K- 64.07% |
N/A
|
2.81K
$242K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-5.23K- 18.73% |
N/A
|
22.7K
$1.95M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-5.48K- 2.38% |
N/A
|
225K
$19.3M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.72K- 3.21% |
N/A
|
173K
$14.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-5.73K- 29.72% |
N/A
|
13.6K
$1.16M
|
|
|
Apr 11, 2025
Q1 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-6.43K- 21.24% |
N/A
|
23.8K
$2.04M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-6.46K- 7.14% |
N/A
|
84K
$7.21M
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-6.53K- 29.57% |
N/A
|
15.6K
$1.33M
|
|
|
Apr 08, 2025
Q1 2025
|
Verde Capital Management
|
SELL
|
- |
-8.01K- 1.41% |
N/A
|
559K
$48M
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-8.55K- 63.26% |
N/A
|
4.97K
$426K
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-8.69K- 43.43% |
N/A
|
11.3K
$971K
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-8.71K- 25.61% |
N/A
|
25.3K
$2.17M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-9.14K- 2.24% |
N/A
|
399K
$34.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-9.76K- 22.34% |
N/A
|
34K
$2.91M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-10.5K- 33.25% |
N/A
|
21.2K
$1.82M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-11.4K- 97.51% |
N/A
|
292
$25.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-13.5K- 25.25% |
N/A
|
40K
$3.43M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-13.9K- 13.16% |
N/A
|
91.5K
$7.85M
|
|
|
Apr 24, 2025
Q1 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-15.2K- 17.68% |
N/A
|
70.8K
$6.08M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-15.4K- 16.45% |
N/A
|
78.4K
$6.73M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-15.6K- 58.32% |
N/A
|
11.1K
$954K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-15.6K- 7.72% |
N/A
|
186K
$16M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-16K- 4.0% |
N/A
|
384K
$33M
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-16.3K- 13.63% |
N/A
|
103K
$8.87M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-17.2K- 24.35% |
N/A
|
53.4K
$4.58M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-19.7K- 2.2% |
N/A
|
877K
$75.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-20K- 36.49% |
N/A
|
34.7K
$2.98M
|
|
|
Apr 10, 2025
Q1 2025
|
Peak Financial Advisors LLC
|
SELL
|
- |
-20.3K- 47.46% |
N/A
|
22.5K
$1.93M
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
SELL
|
- |
-21.1K- 72.5% |
N/A
|
8.01K
$687K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-22.4K- 98.27% |
N/A
|
395
$33.9K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-23.2K- 24.2% |
N/A
|
72.7K
$6.24M
|
|
|
Apr 08, 2025
Q1 2025
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-24.2K- 14.15% |
N/A
|
147K
$12.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-24.5K- 16.33% |
N/A
|
126K
$10.8M
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-25.2K- 24.61% |
N/A
|
77.2K
$6.63M
|
|
|
Apr 22, 2025
Q1 2025
|
Sk Wealth Management, LLC
Providence, RI |
SELL
|
- |
-28.1K- 11.83% |
N/A
|
209K
$18M
|