Purchases and Sales Made in Q2 2025 in Vaneck Morningstar Wide Moat E (MOAT)
This table provides information about the institutional ownership of Vaneck Morningstar Wide Moat E (MOAT) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-471- 5.16% |
N/A
|
8.66K
$743K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-472- 12.92% |
N/A
|
3.18K
$273K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-475- 8.37% |
N/A
|
5.2K
$446K
|
|
|
Jul 22, 2025
Q2 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-483- 2.55% |
N/A
|
18.5K
$1.59M
|
|
|
Jul 09, 2025
Q2 2025
|
Westshore Wealth, LLC
|
SELL
|
- |
-538- 1.42% |
N/A
|
37.3K
$3.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-543- 3.36% |
N/A
|
15.6K
$1.34M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-559- 0.25% |
N/A
|
223K
$19.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-562- 1.14% |
N/A
|
48.7K
$4.18M
|
|
|
Aug 11, 2025
Q2 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-567- 1.48% |
N/A
|
37.7K
$3.24M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-567- 2.3% |
N/A
|
24.1K
$2.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-569- 17.35% |
N/A
|
2.71K
$233K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-621- 1.28% |
N/A
|
47.9K
$4.12M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-629- 16.89% |
N/A
|
3.1K
$266K
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-632- 63.33% |
N/A
|
366
$31.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-632- 1.17% |
N/A
|
53.5K
$4.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-640- 20.79% |
N/A
|
2.44K
$209K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-671- 0.98% |
N/A
|
68.1K
$5.85M
|
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-680- 4.85% |
N/A
|
13.4K
$1.15M
|
|
|
Aug 11, 2025
Q2 2025
|
First American Trust, Fsb
|
SELL
|
- |
-680- 20.01% |
N/A
|
2.72K
$233K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-681- 4.8% |
N/A
|
13.5K
$1.16M
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-696- 18.43% |
N/A
|
3.08K
$264K
|
|
|
Aug 14, 2025
Q2 2025
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-701- 9.11% |
N/A
|
7K
$601K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-709- 3.98% |
N/A
|
17.1K
$1.47M
|
|
|
Aug 13, 2025
Q2 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-749- 0.83% |
N/A
|
89.7K
$7.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
SELL
|
- |
-757- 1.2% |
N/A
|
62.1K
$5.33M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-775- 77.11% |
N/A
|
230
$19.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-790- 16.55% |
N/A
|
3.98K
$342K
|
|
|
Oct 14, 2025
Q2 2025
|
Boulay Financial Advisors, LLC
Eden Prairie, MN |
SELL
|
- |
-812- 0.04% |
N/A
|
2.08M
$178M
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-850- 7.87% |
N/A
|
9.96K
$855K
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-850- 3.33% |
N/A
|
24.7K
$2.12M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-861- 1.61% |
N/A
|
52.5K
$4.51M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-880- 9.39% |
N/A
|
8.49K
$729K
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-890- 5.78% |
N/A
|
14.5K
$1.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-892- 1.97% |
N/A
|
44.4K
$3.81M
|
|
|
Jul 24, 2025
Q2 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-997- 1.75% |
N/A
|
55.8K
$4.79M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1K- 5.86% |
N/A
|
16.1K
$1.38M
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1K- 12.86% |
N/A
|
6.78K
$582K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-1.04K- 22.83% |
N/A
|
3.5K
$300K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.04K- 16.01% |
N/A
|
5.43K
$466K
|
|
|
Sep 22, 2025
Q2 2025
|
Gate Pass Capital, LLC
Independence, OH |
SELL
|
- |
-1.07K- 28.78% |
N/A
|
2.65K
$227K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.08K- 2.06% |
N/A
|
51.3K
$4.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-1.08K- 1.68% |
N/A
|
63.3K
$5.44M
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-1.09K- 1.88% |
N/A
|
56.8K
$4.87M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.16K- 11.17% |
N/A
|
9.24K
$793K
|
|
|
Aug 11, 2025
Q2 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.18K- 14.83% |
N/A
|
6.76K
$580K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.23K- 28.06% |
N/A
|
3.15K
$270K
|
|
|
Jul 21, 2025
Q2 2025
|
Phraction Management LLC
Stamford, CT |
SELL
|
- |
-1.25K- 12.08% |
N/A
|
9.1K
$781K
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
SELL
|
- |
-1.27K- 33.75% |
N/A
|
2.49K
$214K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.27K- 20.79% |
N/A
|
4.84K
$415K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.27K- 1.06% |
N/A
|
119K
$10.2M
|
|