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VanEck Morningstar Wide Moat ETF
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Overview Fund Activity

696 hedge funds and large institutions have $7.99B invested in VanEck Morningstar Wide Moat ETF in 2025 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 219 increasing their positions, 300 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
696
Holders Change
-8
Holders Change %
-1.14%
% of All Funds
9.45%
Holding in Top 10
91
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-10.78%
% of All Funds
1.24%
New
59
Increased
219
Reduced
300
Closed
53
Calls
$3.26M
Puts
$827K
Net Calls
+$2.43M
Net Calls Change
+$547K

Top Buyers

1
GWM
Geneos Wealth Management
Colorado
+$29.7M
2
SF
Summit Financial
New Jersey
+$22.3M
3
DAS
Dynamic Advisor Solutions
Arizona
+$19.7M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$17.7M
5
EF
Empowered Funds
Pennsylvania
+$13.5M

Top Sellers

1
WA
Whipplewood Advisors
Colorado
-$112M
2
Morgan Stanley
Morgan Stanley
New York
-$88.3M
3
Raymond James Financial
Raymond James Financial
Florida
-$80.6M
4
Bank of America
Bank of America
North Carolina
-$71.6M
5
UBS Group
UBS Group
Switzerland
-$70.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
76
Bank of New York Mellon
New York
$18.3M -$15M -170,261 -45%
MCM
77
MAI Capital Management
Ohio
$18M +$415K +4,717 +2%
DC
78
Davenport & Co
Virginia
$17.8M -$2.62M -29,728 -13%
HTIM
79
Harbour Trust & Investment Management
Indiana
$17M +$449K +5,097 +3%
SWM
80
SK Wealth Management
Rhode Island
$16.8M -$2.25M -28,111 -12%
WAP
81
Wealthcare Advisory Partners
Pennsylvania
$16.8M +$664K +7,550 +4%
AWS
82
Aspen Wealth Strategies
Colorado
$16.7M -$2.48M -28,161 -13%
MWM
83
MinichMacGregor Wealth Management
New York
$16.4M -$7.37M -83,702 -31%
SPC
84
Sigma Planning Corp
Michigan
$16.4M -$1.37M -15,554 -8%
AWG
85
Altus Wealth Group
Colorado
$16.3M +$4.55M +51,697 +39%
FFG
86
Fiduciary Financial Group
California
$15.9M -$381K -4,773 -2%
Mariner
87
Mariner
Kansas
$15.7M -$386K -4,381 -2%
NEPWA
88
New England Private Wealth Advisors
Massachusetts
$15.3M -$360K -4,089 -2%
IA
89
IFP Advisors
Florida
$15.2M -$503K -5,721 -3%
RIS
90
Richmond Investment Services
Wisconsin
$14.9M +$696K +7,905 +5%
PJWM
91
Philip James Wealth Mangement
Georgia
$14.7M -$4.31K -49 -0%
HAS
92
HBW Advisory Services
California
$14.7M +$2.18M +24,726 +17%
WP
93
WealthPLAN Partners
Nebraska
$14.5M +$100K +1,138 +0.7%
EWA
94
Etesian Wealth Advisors
Oregon
$14.3M +$1.45M +16,427 +11%
NA
95
NewEdge Advisors
Louisiana
$14.2M +$4.41M +50,156 +45%
AOG
96
Alpha Omega Group
Virginia
$14.2M +$128K +1,456 +0.9%
JSW
97
Journey Strategic Wealth
New Jersey
$14.1M -$400K -4,541 -3%
KSWA
98
Kathleen S. Wright Associates
Pennsylvania
$14.1M +$113K +1,280 +0.8%
EF
99
Empowered Funds
Pennsylvania
$13.6M +$13.5M +153,716 +22,310%
Thrivent Financial for Lutherans
100
Thrivent Financial for Lutherans
Minnesota
$13.3M -$57M -581,248 -81%
2 3
4
5 6