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VanEck Morningstar Wide Moat ETF

703 hedge funds and large institutions have $7.64B invested in VanEck Morningstar Wide Moat ETF in 2025 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 222 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 capital invested

Capital invested by funds: $ → $

0% more funds holding in top 10

Funds holding in top 10: 6666 (0)

12% less call options, than puts

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

25% less repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 295

Holders
703
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
$300K
Puts
$342K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACS
351
Archford Capital Strategies
Illinois
$1.06M
TFM
352
Trademark Financial Management
Minnesota
$1.06M
AF
353
Advisornet Financial
Minnesota
$1.05M
SIS
354
Strategic Investment Solutions
Illinois
$1.03M
CRWM
355
Castle Rock Wealth Management
California
$1.03M
KAS
356
KPP Advisory Services
Kentucky
$1.02M
PWM
357
Parkway Wealth Management
Texas
$1.01M
RFP
358
Root Financial Partners
California
$999K
HWM
359
HB Wealth Management
Georgia
$976K
PWA
360
PCG Wealth Advisors
Kansas
$970K
CA
361
Calton & Associates
Florida
$956K
PM
362
Phraction Management
Connecticut
$942K
SMG
363
Smart Money Group
Texas
$931K
Barclays
364
Barclays
United Kingdom
$922K
KWM
365
Kaydan Wealth Management
Michigan
$912K
RDFA
366
Ritter Daniher Financial Advisory
Ohio
$901K
1IA
367
1620 Investment Advisors
Massachusetts
$900K
MWM
368
MGB Wealth Management
Texas
$898K
CWMK
369
Caliber Wealth Management (Kansas)
Kansas
$896K
MIH
370
Meitav Investment House
Israel
$895K
AIM
371
Anchor Investment Management
South Carolina
$867K
ACA
372
Ascension Capital Advisors
Texas
$866K
BFF
373
Byrne Financial Freedom
Massachusetts
$862K
FCT
374
First Community Trust
Iowa
$854K
WLPWM
375
Walled Lake Planning & Wealth Management
Illinois
$844K