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VanEck Morningstar Wide Moat ETF

711 hedge funds and large institutions have $7.71B invested in VanEck Morningstar Wide Moat ETF in 2025 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 224 increasing their positions, 295 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

3% more capital invested

Capital invested by funds: $7.46B → $7.71B (+$253M)

12% less call options, than puts

Call options by funds: $300K | Put options by funds: $342K

24% less repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 295

Holders
711
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
67
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$300K
Puts
$342K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WTC
326
WhitTier Trust Company
Nevada
$1.31M
MMM
327
Mendel Money Management
Illinois
$1.31M
PIA
328
Perennial Investment Advisors
California
$1.29M
CWA
329
Crux Wealth Advisors
California
$1.28M
JSW
330
Journey Strategic Wealth
New Jersey
$1.28M
SC
331
SouthState Corp
Florida
$1.28M
MFGM
332
Marshall Financial Group (Maryland)
Maryland
$1.26M
PI
333
PFG Investments
New York
$1.24M
PHS
334
Pekin Hardy Strauss
Illinois
$1.24M
BW
335
Balance Wealth
Ohio
$1.23M
JWCA
336
J.W. Cole Advisors
Florida
$1.22M
IC
337
IEQ Capital
California
$1.22M
CAM
338
Cozad Asset Management
Illinois
$1.21M
HBW
339
Hazlett, Burt & Watson
West Virginia
$1.2M
SC
340
Soundwatch Capital
Connecticut
$1.2M
CFG
341
Cornerstone Financial Group
Nebraska
$1.2M
PFA
342
Peak Financial Advisors
Colorado
$1.18M
ACM
343
AlphaStar Capital Management
North Carolina
$1.18M
JWBC
344
John W. Brooker & Co
California
$1.18M
SWM
345
SK Wealth Management
Rhode Island
$1.17M
WF
346
Warner Financial
Maryland
$1.17M
CSP
347
Cary Street Partners
Virginia
$1.17M
EA
348
Echo45 Advisors
California
$1.17M
HCA
349
Heck Capital Advisors
Wisconsin
$1.16M
BNMT
350
Bawa N Mallick Trust
New York
$1.14M