Form 13-F position report

VANECK MORNINGSTAR WIDE MOAT E

Reported by Western Pacific Wealth Management LP

ETF profile Manager portfolio Source filing
MOAT CUSIP 92189F643 Manager CIK 0001907320
Latest reported change

Reported 6,767 shares, unchanged from the prior quarter.

Reported value -5.1%; share count 0.0% vs. the prior quarter.

Unchanged
% of reported 13F value 0.54% This manager · Q1 2025
Shares 6,767 Quarter-end amount reported
Reported value $595,537 Fair value at quarter end
Consecutive quarters held 14 Through Q1 2025

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

20 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q3 2026 Unchanged 5,506 0 (0.0%) 0.49% $582,069 2026-10-16
Q2 2026 Reduced 5,506 -1,500 (-21.4%) 0.52% $572,433 2026-08-07
Q1 2026 Added 7,006 +23 (0.3%) 0.69% $677,507 2026-04-17
Q4 2025 Added 6,983 +116 (1.7%) 0.7% $723,188 2026-02-04
Q3 2025 Reduced 6,867 -1,100 (-13.8%) 0.66% $680,634 2025-10-21
Q2 2025 Added 7,967 +1,200 (17.7%) 0.72% $747,268 2025-07-10
Q1 2025 Unchanged 6,767 0 (0.0%) 0.54% $595,537 2025-04-17
Q4 2024 Added 6,767 +16 (0.2%) 0.51% $627,513 2025-01-24
Q3 2024 Added 6,751 +1,600 (31.1%) 0.44% $654,522 2024-10-31
Q2 2024 Unchanged 5,151 0 (0.0%) 0.34% $446,139 2024-08-14
Q1 2024 Reduced 5,151 -3,165 (-38.1%) 0.34% $463,086 2024-05-15
Q4 2023 Added 8,316 +15 (0.2%) 0.52% $705,803 2024-02-09
Q3 2023 Reduced 8,301 -100 (-1.2%) 0.52% $629,531 2023-10-26
Q2 2023 Added 8,401 +3,000 (55.5%) 0.51% $670,298 2023-08-08
Q1 2023 Added 5,401 +1,500 (38.5%) 0.3% $398,812 2023-05-11
Q4 2022 Added 3,901 +541 (16.1%) 0.21% $253,264 2023-02-03
Q3 2022 Added 3,360 +200 (6.3%) 0.2% $201,000 2022-10-27
Q2 2022 Reduced 3,160 -14,716 (-82.3%) 0.2% $201,000 2022-08-01
Q1 2022 Reduced 17,876 -563 (-3.1%) 0.97% $1,335,000 2022-04-21
Q4 2021 New 18,439 +18,439 (0.0%) 0.9% $1,403,000 2022-02-14
Institutional context

Who else reported the position

765 managers reported VANECK MORNINGSTAR WIDE MOAT E for Q1 2025.

Manager Activity Shares Change % of reported 13F Reported value Tenure
MORGAN STANLEY Reduced 7,832,092 -1,003,773 0.05% $689,224,296 36 qtrs
Bank of America Corporation Reduced 7,226,397 -813,448 0.05% $635,922,919 36 qtrs
LPL Financial LLC Reduced 6,986,164 -299,611 0.24% $614,782,365 36 qtrs
RAYMOND JAMES FINANCIAL INC Reduced 4,505,113 -915,446 0.15% $396,449,866 2 qtrs
Mesirow Financial Investment Management Inc Reduced 2,746,441 -753,614 4.68% $241,686,676 6 qtrs
WELLS FARGO & COMPANY MN Reduced 2,576,697 -137,342 0.05% $226,749,353 36 qtrs
COMMONWEALTH EQUITY SERVICES LLC Reduced 2,109,212 -86,238 0.26% $185,611,000 30 qtrs
Boulay Financial Advisors LLC New 1,809,509 +1,809,509 53.2% $159,236,798 1 qtr
AMERIPRISE FINANCIAL INC Reduced 1,462,604 -555,113 0.03% $128,788,844 34 qtrs
CWM LLC Reduced 1,122,232 -95,485 0.39% $98,756,000 14 qtrs
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Filing details and methodology As reported
Report period
March 31, 2025
Filed
April 17, 2025
Filing type
13F-HR
Position type
ETF

Voting authority reported

Sole
6,767
Shared
0
None
0

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.