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VanEck Morningstar Wide Moat ETF

664 hedge funds and large institutions have $7.41B invested in VanEck Morningstar Wide Moat ETF in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 157 increasing their positions, 339 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less ownership

Funds ownership:

12% less funds holding in top 10

Funds holding in top 10: 7566 (-9)

54% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 339

Holders
664
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
66
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$852K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DBIA
301
Dumont & Blake Investment Advisors
New Jersey
$1.42M
SAG
302
SageView Advisory Group
California
$1.42M
MFGM
303
Marshall Financial Group (Maryland)
Maryland
$1.41M
ES
304
Element Squared
Minnesota
$1.41M
CIBC Private Wealth Group
305
CIBC Private Wealth Group
Georgia
$1.38M
RL
306
Retireful LLC
Michigan
$1.38M
DWM
307
Defined Wealth Management
Oregon
$1.38M
WS
308
Wedbush Securities
California
$1.38M
PIA
309
Perennial Investment Advisors
California
$1.36M
Brown Advisory
310
Brown Advisory
Maryland
$1.35M
CSP
311
Cary Street Partners
Virginia
$1.34M
FFG
312
Fiduciary Financial Group
California
$1.34M
SL
313
Sentinus LLC
Illinois
$1.33M
SNWA
314
Siligmueller & Norvid Wealth Advisors
Illinois
$1.33M
HP
315
Holistic Planning
Texas
$1.3M
TRCT
316
Tower Research Capital (TRC)
New York
$1.29M
MMM
317
Mendel Money Management
Illinois
$1.28M
AWA
318
ARQ Wealth Advisors
Arizona
$1.27M
MA
319
MONECO Advisors
Connecticut
$1.27M
WTC
320
WhitTier Trust Company
Nevada
$1.25M
IC
321
IEQ Capital
California
$1.24M
AIM
322
Advyzon Investment Management
Illinois
$1.24M
CFG
323
Cornerstone Financial Group
Nebraska
$1.19M
WWA
324
WCG Wealth Advisors
Nevada
$1.19M
Aberdeen Group
325
Aberdeen Group
United Kingdom
$1.18M