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VanEck Morningstar Wide Moat ETF
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Overview Fund Activity

678 hedge funds and large institutions have $7.55B invested in VanEck Morningstar Wide Moat ETF in 2025 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 163 increasing their positions, 360 reducing their positions, and 50 closing their positions.

Holders
678
Holders Change
-19
Holders Change %
-2.73%
% of All Funds
9.1%
Holding in Top 10
75
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-17.58%
% of All Funds
1.01%
New
47
Increased
163
Reduced
360
Closed
50
Calls
$1.44M
Puts
–
Net Calls
+$1.44M
Net Calls Change
-$985K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$130M
2
BFA
2
Boulay Financial Advisors
Minnesota
$195M
3
AssetMark Inc
3
AssetMark Inc
California
$27.3M
4
CIA
4
Concurrent Investment Advisors
Florida
$23.2M
5
RIS
5
Richmond Investment Services
Wisconsin
$29.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$636M
2
Raymond James Financial
2
Raymond James Financial
Florida
$360M
3
OWP
3
Obermeyer Wealth Partners
Colorado
$25M
4
BCM
4
Brookstone Capital Management
Illinois
$30.8M
5
FIBT
5
First International Bank & Trust
North Dakota
$2.11M
Name Market Value Shares Shares
Change 		Shares
Change %
VCM
26
Verde Capital Management
Michigan
$55.1M 587,865 +28,413 +5%
AF
27
Apexium Financial
Texas
$54.9M 585,101 +6,975 +1%
OIA
28
OneDigital Investment Advisors
Kansas
$51.7M 551,715 -51,564 -9%
KLI
29
Kelman-Lazarov Inc
Tennessee
$51.4M 547,529 +10,448 +2%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$51.2M 545,763 -366,738 -40%
FMN
31
Financial Management Network
California
$48.4M 500,000 -2,966 -0.6%
CI
32
Ceera Investments
Texas
$48M 511,976 -11,385 -2%
Stifel Financial
33
Stifel Financial
Missouri
$45.8M 488,544 -13,681 -3%
LS
34
Leelyn Smith
Illinois
$45.3M 483,503 -4,944 -1%
AA
35
Apriem Advisors
California
$43.2M 460,995 +111,314 +32%
RCG
36
Regatta Capital Group
California
$43M 458,699 -75,513 -14%
CFA
37
Cahill Financial Advisors
Minnesota
$42.1M 448,799 -4,933 -1%
HG
38
Harbor Group
New Hampshire
$40.9M 436,493 +27,020 +7%
PAG
39
Private Advisor Group
New Jersey
$38.7M 412,204 -63,301 -13%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$38.6M 398,233 -134,600 -25%
SI
41
Stephens Inc
Arkansas
$36.7M 391,831 -6,752 -2%
JFA
42
JNBA Financial Advisors
Minnesota
$36.7M 391,605 -257,899 -40%
Mirae Asset Global Investments
43
Mirae Asset Global Investments
South Korea
$36M 384,000 – –
GCM
44
G2 Capital Management
Ohio
$35.2M 375,332 +8,705 +2%
SAM
45
Summit Asset Management
Tennessee
$35.2M 375,034 +2,040 +0.5%
LFAS
46
Level Four Advisory Services
Texas
$33.6M 357,975 +6,198 +2%
Cerity Partners
47
Cerity Partners
New York
$31.5M 335,445 -4,179 -1%
BCM
48
Brookstone Capital Management
Illinois
$30.8M 328,477 -548,074 -63%
AA
49
Ancora Advisors
Ohio
$29.9M 318,291 +18,957 +6%
GWM
50
Geneos Wealth Management
Colorado
$29.7M 316,538 -354,949 -53%
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