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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 47 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
-17
Holders Change %
-2.44%
% 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
47
Increased
165
Reduced
360
Closed
50
Calls
$1.96M
Puts
–
Net Calls
+$1.96M
Net Calls Change
-$469K

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 Holding Trade Value Shares
Change 		Shares
Change %
HCM
651
Hollencrest Capital Management
California
$18.8K – – –
RF
652
Rossby Financial
Florida
$18.6K – – –
AWM
653
Angeles Wealth Management
California
$18.2K – – –
NRG
654
Nemes Rush Group
Michigan
$17.6K +$17.6K +188 New
CWP
655
Concord Wealth Partners
Virginia
$17.5K -$9.85K -105 -36%
OAJ
656
Ogorek Anthony Joseph
New York
$16K -$3.09M -33,801 -99%
MPWT
657
MassMutual Private Wealth & Trust
Connecticut
$15.8K +$15.8K +168 New
CAM
658
Creekmur Asset Management
Illinois
$15.5K – – –
AW
659
Avion Wealth
Texas
$15K -$145K -1,619 -91%
Qube Research & Technologies (QRT)
660
Qube Research & Technologies (QRT)
United Kingdom
$14.9K -$340K -3,629 -96%
PWAM
661
Private Wealth Asset Management
Iowa
$12.4K +$12.4K +132 New
AG
662
AmeriFlex Group
Nevada
$11.6K +$11.6K +125 New
MAWAG
663
Mid-American Wealth Advisory Group
Missouri
$11.4K +$11.4K +122 New
IWP
664
IAG Wealth Partners
Wisconsin
$10.8K -$6.1K -65 -36%
TPWA
665
Twin Peaks Wealth Advisors
California
$9.14K +$9.14K +94 New
BF
666
BOK Financial
Oklahoma
$8.72K +$8.72K +93 New
BL
667
BFSG LLC
California
$8.44K -$12.7K -135 -60%
EWP
668
Elevation Wealth Partners
California
$7.97K – – –
AIC
669
Archer Investment Corporation
Indiana
$7.79K – – –
MA
670
MCF Advisors
Kentucky
$7.6K +$4.03K +43 +113%
ITIM
671
Indiana Trust & Investment Management
Indiana
$6.75K – – –
IWM
672
Inlight Wealth Management
Georgia
$6.38K – – –
SS
673
SBI Securities
Japan
$5.82K -$750 -8 -11%
PA
674
Pineridge Advisors
Missouri
$5.8K – – –
TIM
675
Total Investment Management
Arizona
$5.75K +$5.75K +61 New
25 26
27
28 29