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

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$636M
2
Raymond James Financial
Raymond James Financial
Florida
$360M
3
OWP
Obermeyer Wealth Partners
Colorado
$25M
4
BCM
Brookstone Capital Management
Illinois
$30.8M
5
FIBT
First International Bank & Trust
North Dakota
$2.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
HTIM
76
Harbour Trust & Investment Management
Indiana
$18.4M +$281K +3,001 +2%
Citigroup
77
Citigroup
New York
$18.4M -$2.34M -24,929 -11%
SWM
78
SK Wealth Management
Rhode Island
$18.1M -$2.09M -21,680 -10%
MCM
79
MAI Capital Management
Ohio
$17.7M -$1.42M -15,105 -7%
AWS
80
Aspen Wealth Strategies
Colorado
$17.5M -$367K -3,917 -2%
DC
81
Davenport & Co
Virginia
$17.1M -$1.86M -19,840 -10%
Thrivent Financial for Lutherans
82
Thrivent Financial for Lutherans
Minnesota
$17.1M +$4.36M +46,516 +34%
Mariner
83
Mariner
Kansas
$16.9M +$189K +2,010 +1%
EWA
84
Etesian Wealth Advisors
Oregon
$16.9M +$1.65M +17,609 +11%
AWG
85
Altus Wealth Group
Colorado
$16.5M -$810K -8,641 -5%
IA
86
IFP Advisors
Florida
$16.5M +$287K +3,062 +2%
NEPWA
87
New England Private Wealth Advisors
Massachusetts
$16M -$1.03M -10,463 -6%
PJWM
88
Philip James Wealth Mangement
Georgia
$15.8M +$147K +1,568 +0.9%
GCM
89
Graver Capital Management
Ohio
$15.6M +$1.53M +16,335 +11%
KSWA
90
Kathleen S. Wright Associates
Pennsylvania
$15.3M +$335K +3,570 +2%
JSW
91
Journey Strategic Wealth
New Jersey
$15.2M +$164K +1,753 +1%
HAS
92
HBW Advisory Services
California
$15.1M -$523K -5,573 -3%
Corient Private Wealth
93
Corient Private Wealth
Florida
$15.1M +$5.82M +62,024 +63%
FLPIM
94
F.L. Putnam Investment Management
Massachusetts
$15M +$10.8M +114,789 +253%
JJBC
95
James J. Burns & Company
New York
$14.5M +$929K +9,902 +7%
NA
96
NewEdge Advisors
Louisiana
$14.2M -$963K -10,265 -6%
JPMorgan Chase & Co
97
JPMorgan Chase & Co
New York
$13.6M -$230K -2,456 -2%
FOR
98
Family Office Research
Maryland
$13.6M -$190K -2,021 -1%
SEEDPG
99
S.E.E.D. Planning Group
New York
$13.5M -$281K -2,999 -2%
JGCM
100
Joseph Group Capital Management
Ohio
$12.4M +$619K +6,595 +5%
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