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VanEck Morningstar Wide Moat ETF
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Overview Fund Activity

680 hedge funds and large institutions have $7.56B invested in VanEck Morningstar Wide Moat ETF in 2025 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 165 increasing their positions, 360 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
680
Holders Change
-16
Holders Change %
-2.3%
% of All Funds
9.12%
Holding in Top 10
75
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-17.58%
% of All Funds
1.01%
New
48
Increased
165
Reduced
360
Closed
50
Calls
$1.96M
Puts
–
Net Calls
+$1.96M
Net Calls Change
-$469K

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$26.4M
2
BFA
Boulay Financial Advisors
Minnesota
+$25.3M
3
AssetMark Inc
AssetMark Inc
California
+$20.7M
4
CIA
Concurrent Investment Advisors
Florida
+$19.7M
5
RIS
Richmond Investment Services
Wisconsin
+$13.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$98.3M
2
Raymond James Financial
Raymond James Financial
Florida
-$62.6M
3
OWP
Obermeyer Wealth Partners
Colorado
-$57.7M
4
BCM
Brookstone Capital Management
Illinois
-$51.4M
5
FIBT
First International Bank & Trust
North Dakota
-$45.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
QEI
451
QSV Equity Investors
Illinois
$464K -$4.97K -53 -1%
RL
452
Retireful LLC
Michigan
$462K -$923K -9,841 -67%
JIP
453
Jaffetilchin Investment Partners
Florida
$457K -$281 -3 -0.1%
BAM
454
Belpointe Asset Management
Nevada
$454K -$119K -1,270 -21%
FZCM
455
Flynn Zito Capital Management
New York
$444K -$6.28K -67 -1%
CG
456
CFO4Life Group
Texas
$439K – – –
STCOSD
457
Sageworth Trust Company of South Dakota
South Dakota
$439K – – –
TPWA
458
TRUE Private Wealth Advisors
Oregon
$438K -$20.9K -223 -5%
SFWC
459
Strategic Family Wealth Counselors
New Jersey
$428K +$428K +4,566 New
MGIA
460
Moneta Group Investment Advisors
Missouri
$420K -$5.63K -60 -1%
IF
461
Intrua Financial
Texas
$419K +$1.88K +20 +0.4%
FCM
462
Family Capital Management
Michigan
$417K – – –
Nomura Asset Management
463
Nomura Asset Management
Japan
$416K – – –
WF
464
Welch & Forbes
Massachusetts
$416K -$21.1K -225 -5%
LC
465
Landaas & Company
Wisconsin
$414K -$6.93K -74 -2%
AB
466
Atlas Brown
Kentucky
$409K +$6.1K +65 +2%
AWA
467
Arkadios Wealth Advisors
Georgia
$407K +$28.4K +303 +8%
WCM
468
WealthBridge Capital Management
Ohio
$406K -$317K -3,380 -44%
KeyBank National Association
469
KeyBank National Association
Ohio
$405K +$169K +1,801 +71%
JIC
470
Johnson Investment Counsel
Ohio
$401K – – –
CAM
471
Cresset Asset Management
Illinois
$401K -$910K -9,696 -69%
SAI
472
Savvy Advisors Inc
New York
$398K +$148K +1,581 +59%
IIA
473
IPG Investment Advisors
California
$388K – – –
LFS
474
Legacy Financial Strategies
Kansas
$386K – – –
WCG
475
Weaver Consulting Group
California
$382K – – –
17 18
19
20 21