Purchases and Sales Made in Q4 2025 in Vaneck Morningstar Wide Moat E (MOAT)
This table provides information about the institutional ownership of Vaneck Morningstar Wide Moat E (MOAT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
72.9K+ 278.54% |
N/A
|
99.1K
$8.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Paller Financial Services Inc
Centennial, CO |
BUY
|
- |
72.3KNew |
N/A
|
72.3K
$6.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Harbor Group, Inc.
|
BUY
|
- |
23.9K+ 5.34% |
N/A
|
472K
$40.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Westview Management Dba Westview Investment Advisors
Burlington, VT |
BUY
|
- |
22.8KNew |
N/A
|
22.8K
$1.96M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
20.3K+ 500.54% |
N/A
|
24.3K
$2.09M
|
|
|
Jan 13, 2026
Q4 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
14.5K+ 3.14% |
N/A
|
476K
$40.8M
|
|
|
Jan 23, 2026
Q4 2025
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
12.2K+ 3.16% |
N/A
|
400K
$34.3M
|
|
|
Jan 23, 2026
Q4 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
11.3K+ 7.06% |
N/A
|
171K
$14.7M
|
|
|
Jan 23, 2026
Q4 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
9.65K+ 5.91% |
N/A
|
173K
$14.8M
|
|
|
Jan 20, 2026
Q4 2025
|
Element Squared LLC
Minneapolis, MN |
BUY
|
- |
8.41K+ 59.17% |
N/A
|
22.6K
$1.94M
|
|
|
Jan 14, 2026
Q4 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
7.23KNew |
N/A
|
7.23K
$621K
|
|
|
Jan 21, 2026
Q4 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
6K+ 102.74% |
N/A
|
11.8K
$1.02M
|
|
|
Jan 16, 2026
Q4 2025
|
Dorato Capital Management
Denver, CO |
BUY
|
- |
5.47KNew |
N/A
|
5.47K
$469K
|
|
|
Jan 23, 2026
Q4 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
5.22K+ 9.99% |
N/A
|
57.4K
$4.93M
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
3.43KNew |
N/A
|
3.43K
$294K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.18K+ 17.46% |
N/A
|
21.4K
$1.83M
|
|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
3.07K+ 2.52% |
N/A
|
125K
$10.7M
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
2.98K+ 3.59% |
N/A
|
85.9K
$7.38M
|
|
|
Jan 08, 2026
Q4 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
2.76KNew |
N/A
|
2.76K
$237K
|
|
|
Jan 12, 2026
Q4 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
2.7KNew |
N/A
|
2.7K
$232K
|
|
|
Jan 09, 2026
Q4 2025
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
2.57K+ 1.67% |
N/A
|
156K
$13.4M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.52K+ 3.07% |
N/A
|
84.6K
$7.26M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.48K+ 1.17% |
N/A
|
214K
$18.4M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.33K+ 27.78% |
N/A
|
10.7K
$919K
|
|
|
Jan 12, 2026
Q4 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.16KNew |
N/A
|
2.16K
$185K
|
|
|
Jan 07, 2026
Q4 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
2.08K+ 58.49% |
N/A
|
5.63K
$483K
|
|
|
Jan 21, 2026
Q4 2025
|
Pro Core Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.05KNew |
N/A
|
2.05K
$176K
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.99KNew |
N/A
|
1.99K
$171K
|
|
|
Jan 22, 2026
Q4 2025
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
1.67K+ 2.68% |
N/A
|
64.1K
$5.5M
|
|
|
Jan 20, 2026
Q4 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
1.48K+ 1.25% |
N/A
|
120K
$10.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Hoese & CO LLP
|
BUY
|
- |
1.45KNew |
N/A
|
1.45K
$124K
|
|
|
Jan 21, 2026
Q4 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
1.36K+ 1.47% |
N/A
|
93.7K
$8.04M
|
|
|
Jan 22, 2026
Q4 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.16K+ 1.62% |
N/A
|
72.8K
$6.25M
|
|
|
Jan 20, 2026
Q4 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
922+ 41.14% |
N/A
|
3.16K
$272K
|
|
|
Jan 16, 2026
Q4 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
527+ 3.63% |
N/A
|
15K
$1.29M
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
BUY
|
- |
525+ 1.51% |
N/A
|
35.3K
$3.03M
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
441New |
N/A
|
441
$37.9K
|
|
|
Jan 21, 2026
Q4 2025
|
Compass Advisory Group LLC
|
BUY
|
- |
331+ 1.36% |
N/A
|
24.6K
$2.11M
|
|
|
Jan 12, 2026
Q4 2025
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
330+ 0.82% |
N/A
|
40.6K
$3.48M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
315New |
N/A
|
315
$27K
|
|
|
Jan 14, 2026
Q4 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
284+ 1.82% |
N/A
|
15.9K
$1.36M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
214New |
N/A
|
214
$18.4K
|
|
|
Jan 20, 2026
Q4 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
196+ 1.12% |
N/A
|
17.8K
$1.52M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
157+ 0.91% |
N/A
|
17.5K
$1.5M
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
157+ 37.2% |
N/A
|
579
$49.7K
|
|
|
Jan 16, 2026
Q4 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
150New |
N/A
|
150
$12.9K
|
|
|
Jan 20, 2026
Q4 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
143+ 5.38% |
N/A
|
2.8K
$241K
|
|
|
Jan 05, 2026
Q4 2025
|
Coastline Trust CO
|
BUY
|
- |
132+ 2200.0% |
N/A
|
138
$11.8K
|
|
|
Jan 21, 2026
Q4 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
132+ 1.18% |
N/A
|
11.3K
$970K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
117+ 3.36% |
N/A
|
3.6K
$309K
|
|