UBS Group’s VanEck Morningstar Wide Moat Value ETF MVAL Stock Holding History

UBS Group’s Portfolio MVAL Stock Details MVAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.14K	Buy	+168	New	+$6.06K	﹤0.01%	8858
2025 Q4	–	Sell	-116	Closed	-$3.99K	–	11304
2025 Q3	$3.99K	Sell	116 -81	-41%	-$2.76K	﹤0.01%	8985
2025 Q2	$6.39K	Buy	+197	New	+$6.07K	﹤0.01%	9098

Other funds holding MVAL

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

SIS

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

DWM

Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return

UBS Group's MVAL Position: Q2 2026 in Review

UBS Group opened a new position in VanEck Morningstar Wide Moat Value ETF (MVAL) in Q2 2026: 168 shares worth $6.14K. The stake represents ﹤0.01% of the portfolio and ranks #8858 among its holdings. This is a return to the name: UBS Group previously reported a position in MVAL as recently as Q3 2025.

UBS Group first reported a position in MVAL in Q2 2025 and has held it in 3 quarters since. The position peaked at $6.39K in Q2 2025. 5 funds tracked by Wall St. Rank hold MVAL as of Q2 2026.

UBS Group held 168 shares of VanEck Morningstar Wide Moat Value ETF worth $6.14K as of Q2 2026.
VanEck Morningstar Wide Moat Value ETF was a new UBS Group position in Q2 2026.
VanEck Morningstar Wide Moat Value ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8858 holding.
UBS Group first reported a position in VanEck Morningstar Wide Moat Value ETF in Q2 2025 and has held it in 3 quarters since.
UBS Group's VanEck Morningstar Wide Moat Value ETF position peaked at $6.39K in Q2 2025.
5 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat Value ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.