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VanEck Morningstar Wide Moat ETF

679 hedge funds and large institutions have $7.48B invested in VanEck Morningstar Wide Moat ETF in 2025 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 158 increasing their positions, 346 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 38

1% less capital invested

Capital invested by funds: $7.59B → $7.48B (-$102M)

2% less funds holding

Funds holding: 692679 (-13)

10.43% less ownership

Funds ownership: 59.66%49.22% (-10%)

12% less funds holding in top 10

Funds holding in top 10: 7667 (-9)

54% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 346

Holders
679
Holders Change
-13
Holders Change %
-1.88%
% of All Funds
8.91%
Holding in Top 10
67
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-11.84%
% of All Funds
0.88%
New
38
Increased
158
Reduced
346
Closed
38
Calls
$852K
Puts
Net Calls
+$852K
Net Calls Change
-$1.11M
Name Holding Trade Value Shares
Change
Change in
Stake
NFSG
301
Newbridge Financial Services Group
Florida
$1.47M -$39.1K -401 -3%
AWM
302
Axxcess Wealth Management
California
$1.47M -$3.9K -40 -0.3%
RSF
303
Rik Saylor Financial
Ohio
$1.46M -$1.07K -11 -0.1%
WCM
304
Winebrenner Capital Management
Kentucky
$1.45M -$26.3K -270 -2%
MAG
305
M3 Advisory Group
Massachusetts
$1.44M +$79.5K +815 +6%
PAS
306
PKS Advisory Services
New York
$1.43M +$32.2K +330 +2%
DBIA
307
Dumont & Blake Investment Advisors
New Jersey
$1.42M +$62.1K +637 +5%
SAG
308
SageView Advisory Group
California
$1.42M -$2.34K -24 -0.2%
MFGM
309
Marshall Financial Group (Maryland)
Maryland
$1.41M -$129K -1,325 -9%
ES
310
Element Squared
Minnesota
$1.41M -$86K -882 -6%
CIBC Private Wealth Group
311
CIBC Private Wealth Group
Georgia
$1.38M -$344K -3,525 -20%
RL
312
Retireful LLC
Michigan
$1.38M +$878K +8,999 +183%
DWM
313
Defined Wealth Management
Oregon
$1.38M -$17.2K -176 -1%
WS
314
Wedbush Securities
California
$1.38M -$296K -3,037 -18%
PIA
315
Perennial Investment Advisors
California
$1.36M +$22.6K +232 +2%
Brown Advisory
316
Brown Advisory
Maryland
$1.35M
CSP
317
Cary Street Partners
Virginia
$1.34M -$3.36M -34,415 -72%
FFG
318
Fiduciary Financial Group
California
$1.34M -$236K -2,423 -15%
SL
319
Sentinus LLC
Illinois
$1.33M -$71K -728 -5%
SNWA
320
Siligmueller & Norvid Wealth Advisors
Illinois
$1.33M +$1.31M +13,418 New
HP
321
Holistic Planning
Texas
$1.3M -$25.1K -257 -2%
TRCT
322
Tower Research Capital (TRC)
New York
$1.29M -$1.41M -14,500 -53%
MMM
323
Mendel Money Management
Illinois
$1.28M -$57.3K -587 -4%
AWA
324
ARQ Wealth Advisors
Arizona
$1.27M +$230K +2,362 +23%
MA
325
MONECO Advisors
Connecticut
$1.27M +$931K +9,547 +293%