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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
SWA
376
Sax Wealth Advisors
New Jersey
$757K
SIC
377
Samalin Investment Counsel
New York
$748K
RIA
378
Regal Investment Advisors
Michigan
$746K
UAG
379
United Advisor Group
Ohio
$737K
Citadel Advisors
380
Citadel Advisors
Florida
$725K
TWP
381
Triad Wealth Partners
Kansas
$724K
VR
382
Valued Retirements
Texas
$719K
GMA
383
Glassy Mountain Advisors
Maryland
$713K
FWA
384
FSC Wealth Advisors
New York
$704K
CFS
385
Commonwealth Financial Services
West Virginia
$702K
BI
386
Beckerman Institutional
New Jersey
$696K
OSAM
387
O'Shaughnessy Asset Management
Connecticut
$693K
US Bancorp
388
US Bancorp
Minnesota
$688K
EPW
389
Endeavor Private Wealth
Kansas
$687K
WPWM
390
Western Pacific Wealth Management
Illinois
$681K
VDBMI
391
Van Den Berg Management I
Texas
$678K
AGP
392
Autumn Glory Partners
Texas
$659K
SF
393
Synovus Financial
Georgia
$656K
PMG
394
ProVise Management Group
Florida
$652K
TC
395
TFR Capital
Texas
$650K
MC
396
Moors & Cabot
Massachusetts
$645K
HF
397
HRT Financial
New York
$639K
IWC
398
Integrated Wealth Concepts
Massachusetts
$627K
LPT
399
Legacy Private Trust
Wisconsin
$625K
LA
400
LexAurum Advisors
Kansas
$613K