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VanEck Morningstar Wide Moat ETF
MOAT

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 %
SO
101
Sierra Ocean
California
$12.2M 130,252 -4,045 -3%
GFG
102
Goldstone Financial Group
Illinois
$12M 123,670 +6,101 +5%
PAWA
103
Palo Alto Wealth Advisors
California
$12M 127,530 -17,462 -12%
ES
104
Eagle Strategies
New York
$11.9M 126,752 +3,312 +3%
FA
105
Fermata Advisors
California
$11.9M 126,607 -11,333 -8%
OC
106
Oppenheimer & Co
New York
$11.6M 123,548 -3,894 -3%
RSWM
107
Robertson Stephens Wealth Management
California
$11.5M 122,685 -8,405 -6%
Baird Financial Group
108
Baird Financial Group
Wisconsin
$11.3M 120,824 -13,618 -10%
BAWC
109
Boyce & Associates Wealth Consulting
Texas
$11.2M 119,008 -13,188 -10%
Rockefeller Capital Management
110
Rockefeller Capital Management
New York
$11.1M 118,683 -1,272 -1%
SPC
111
Sigma Planning Corp
Michigan
$11M 117,698 -68,222 -37%
PFA
112
Plotkin Financial Advisors
Maryland
$10.8M 115,496 -2,064 -2%
Janney Montgomery Scott
113
Janney Montgomery Scott
Pennsylvania
$9.89M 105,441 +2,741 +3%
FF
114
Farrow Financial
Vermont
$9.88M 105,318 -211 -0.2%
NCM
115
Novare Capital Management
North Carolina
$9.86M 105,170 +1,671 +2%
EH
116
Equitable Holdings
New York
$9.65M 102,940 -6,643 -6%
AC
117
AlphaCore Capital
California
$9.36M 99,780 +17,980 +22%
WIM
118
WealthPlan Investment Management
Nebraska
$9.15M 97,525 +32,963 +51%
AWA
119
Acorn Wealth Advisors
Michigan
$9.02M 96,121 +228 +0.2%
VFG
120
Victory Financial Group
Texas
$8.89M 94,836 +67,669 +249%
CWM
121
Congress Wealth Management
Massachusetts
$8.89M 94,783 -311 -0.3%
P
122
&Partners
Tennessee
$8.71M 92,914 -5,463 -6%
MSWA
123
Marshall & Sterling Wealth Advisors
New York
$8.52M 90,981 -3,626 -4%
TA
124
TPG Advisors
Illinois
$8.42M 89,774 +1,591 +2%
PWP
125
Pursue Wealth Partners
California
$8.41M 89,716 -749 -0.8%
3 4
5
6 7