Purchases and Sales Made in Q2 2024 in Vaneck Morningstar Wide Moat E (MOAT)
This table provides information about the institutional ownership of Vaneck Morningstar Wide Moat E (MOAT) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
9.1K+ 6.84% |
$764K - $816K
|
142K
$12.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
9.01K+ 21.02% |
$757K - $809K
|
51.9K
$4.45M
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
8.98K+ 4.74% |
$754K - $806K
|
199K
$17M
|
|
|
Jul 19, 2024
Q2 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
8.91K+ 3.92% |
$748K - $799K
|
236K
$20.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.67K+ 63.76% |
$728K - $777K
|
22.3K
$1.91M
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
8.45KNew |
$710K - $758K
|
8.45K
$726K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.45K+ 72.04% |
$709K - $758K
|
20.2K
$1.73M
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
8.26K+ 6.64% |
$694K - $741K
|
133K
$11.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Harbor Group, Inc.
|
BUY
|
- |
7.92K+ 2.24% |
$665K - $710K
|
361K
$31M
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
7.84K+ 8.87% |
$658K - $703K
|
96.2K
$8.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
7.56K+ 22.78% |
$635K - $678K
|
40.7K
$3.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
7.55KNew |
$634K - $677K
|
7.55K
$648K
|
|
|
Aug 09, 2024
Q2 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
7.39KNew |
$620K - $663K
|
7.39K
$634K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
7.31KNew |
$614K - $656K
|
7.31K
$627K
|
|
|
Jul 18, 2024
Q2 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
6.99K+ 6.6% |
$587K - $627K
|
113K
$9.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
6.67K+ 84.71% |
$560K - $599K
|
14.5K
$1.25M
|
|
|
Jul 25, 2024
Q2 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
6.37K+ 10.32% |
$535K - $571K
|
68.1K
$5.84M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6.25K+ 25.59% |
$525K - $561K
|
30.7K
$2.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
6.03KNew |
$506K - $541K
|
6.03K
$517K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.02K+ 3.39% |
$505K - $540K
|
183K
$15.7M
|
|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
5.91K+ 4.78% |
$496K - $530K
|
130K
$11.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.85K+ 11.49% |
$491K - $525K
|
56.8K
$4.88M
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
BUY
|
- |
5.8K+ 13.93% |
$487K - $520K
|
47.4K
$4.07M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.75K+ 54.42% |
$483K - $516K
|
16.3K
$1.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
5.7K+ 3.71% |
$479K - $511K
|
159K
$13.7M
|
|
|
Jul 18, 2024
Q2 2024
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
5.65K+ 5.84% |
$475K - $507K
|
102K
$8.79M
|
|
|
Jul 23, 2024
Q2 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
5.58KNew |
$469K - $501K
|
5.58K
$479K
|
|
|
Jul 19, 2024
Q2 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
5.31K+ 6.67% |
$446K - $476K
|
84.9K
$7.29M
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
5.29KNew |
$444K - $475K
|
5.29K
$454K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.28K+ 2.78% |
$443K - $473K
|
195K
$16.7M
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
BUY
|
- |
5.13K+ 9.52% |
$430K - $460K
|
58.9K
$5.06M
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
5.02KNew |
$422K - $451K
|
5.02K
$431K
|
|
|
Aug 13, 2024
Q2 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
5K+ 17.15% |
$420K - $448K
|
34.1K
$2.93M
|
|
|
Aug 05, 2024
Q2 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
4.88K+ 2.14% |
$409K - $437K
|
233K
$20M
|
|
|
Aug 13, 2024
Q2 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
4.82K+ 7.17% |
$405K - $433K
|
72.1K
$6.19M
|
|
|
Nov 14, 2024
Q2 2024
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
4.77KNew |
$401K - $428K
|
4.77K
$409K
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
4.77K+ 32.71% |
$400K - $428K
|
19.3K
$1.66M
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
BUY
|
- |
4.74K+ 30.85% |
$398K - $425K
|
20.1K
$1.72M
|
|
|
Aug 01, 2024
Q2 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
4.73KNew |
$397K - $424K
|
4.73K
$406K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.6K+ 5.92% |
$386K - $413K
|
82.3K
$7.06M
|
|
|
Jul 24, 2024
Q2 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
4.59K+ 10.14% |
$386K - $412K
|
49.9K
$4.28M
|
|
|
Aug 02, 2024
Q2 2024
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
4.39K+ 1.6% |
$368K - $393K
|
279K
$23.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
4.35K+ 4.94% |
$365K - $390K
|
92.4K
$7.93M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.17KNew |
$350K - $374K
|
4.17K
$358K
|
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.16KNew |
$349K - $373K
|
4.16K
$357K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4.02KNew |
$337K - $361K
|
4.02K
$345K
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.99K+ 5.96% |
$335K - $358K
|
70.9K
$6.09M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.91K+ 25.82% |
$329K - $351K
|
19.1K
$1.64M
|
|
|
Aug 13, 2024
Q2 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
3.91K+ 8.31% |
$328K - $350K
|
50.9K
$4.37M
|
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
3.89K+ 7.07% |
$327K - $349K
|
58.9K
$5.05M
|