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VanEck Morningstar Wide Moat ETF

686 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 49 funds opening new positions, 165 increasing their positions, 363 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

18% less funds holding in top 10

Funds holding in top 10: 9175 (-16)

55% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 363

Holders
686
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.96M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SOS
251
Silver Oak Securities
Tennessee
$2.78M
CP
252
Creekside Partners
California
$2.76M
WA
253
Waverly Advisors
Alabama
$2.73M
LWM
254
Lionsbridge Wealth Management
Florida
$2.64M
JWCA
255
J.W. Cole Advisors
Florida
$2.64M
WKSWA
256
White Knight Strategic Wealth Advisors
New Jersey
$2.62M
JWM
257
Jacksonville Wealth Management
Florida
$2.62M
LOIM
258
Liberty One Investment Management
Illinois
$2.62M
Focus Partners Wealth
259
Focus Partners Wealth
Massachusetts
$2.59M
TRCT
260
Tower Research Capital (TRC)
New York
$2.58M
GSIAS
261
Garden State Investment Advisory Services
New Jersey
$2.56M
Wealthfront Advisers
262
Wealthfront Advisers
California
$2.52M
DFA
263
DHK Financial Advisors
New Hampshire
$2.5M
QCM
264
Quantinno Capital Management
New York
$2.49M
CPC
265
Cookson Peirce & Co
Pennsylvania
$2.48M
TF
266
TME Financial
California
$2.47M
BW
267
BXM Wealth
Colorado
$2.45M
PNC Financial Services Group
268
PNC Financial Services Group
Pennsylvania
$2.35M
FFG
269
First Financial Group
North Carolina
$2.32M
CPIA
270
Cornell Pochily Investment Advisors
New York
$2.32M
CWM
271
Cornerstone Wealth Management
Missouri
$2.29M
CSI
272
Cross Staff Investments
New York
$2.27M
HI
273
Harbour Investments
Wisconsin
$2.26M
SWA
274
Stratos Wealth Advisors
Ohio
$2.26M
LSA
275
L & S Advisors
California
$2.22M