MOAT VANECK ETF TRUST

Ownership history in Farrell Financial LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Farrell Financial LLC reported a position in VANECK ETF TRUST (MOAT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.37% (2024 Q3)
Avg. % of fund
3.17%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 47,757 -337 -0.7% 2.92% $4.9M $103.56
2025 Q3 REDUCED 48,094 -590 -1.2% 2.99% $4.8M $97.78
2025 Q2 REDUCED 48,684 -562 -1.1% 3.06% $4.6M $92.54
2025 Q1 REDUCED 49,246 -581 -1.2% 3.16% $4.3M $86.82
2024 Q4 ADDED 49,827 +672 +1.4% 3.30% $4.6M $91.49
2024 Q3 REDUCED 49,155 -762 -1.5% 3.37% $4.8M $94.37
2024 Q2 INITIATED 49,917 3.37% $4.3M
% of Fund (quarterly)    MOAT price (monthly, adj. close)
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