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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
RSF
326
Rik Saylor Financial
Ohio
$1.39M
EE
327
EWG Elevate
California
$1.38M
AWM
328
Able Wealth Management
New Jersey
$1.37M
CAM
329
Cozad Asset Management
Illinois
$1.36M
SL
330
Sentinus LLC
Illinois
$1.33M
PAS
331
PKS Advisory Services
New York
$1.32M
DWM
332
Defined Wealth Management
Oregon
$1.32M
IC
333
IEQ Capital
California
$1.29M
DBIA
334
Dumont & Blake Investment Advisors
New Jersey
$1.29M
MAG
335
M3 Advisory Group
Massachusetts
$1.28M
HAM
336
Hickory Asset Management
Ohio
$1.28M
LA
337
LexAurum Advisors
Kansas
$1.28M
Brown Advisory
338
Brown Advisory
Maryland
$1.27M
PIA
339
Perennial Investment Advisors
California
$1.27M
MMM
340
Mendel Money Management
Illinois
$1.27M
HP
341
Holistic Planning
Texas
$1.25M
AI
342
Atria Investments
North Carolina
$1.24M
PFA
343
Peak Financial Advisors
Colorado
$1.19M
CFG
344
Cornerstone Financial Group
Nebraska
$1.16M
JWBC
345
John W. Brooker & Co
California
$1.16M
WTC
346
WhitTier Trust Company
Nevada
$1.15M
WA
347
Whipplewood Advisors
Colorado
$1.14M
WF
348
Warner Financial
Maryland
$1.14M
Aberdeen Group
349
Aberdeen Group
United Kingdom
$1.13M
WWA
350
WCG Wealth Advisors
Nevada
$1.12M