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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
SA
376
Sovran Advisors
California
$891K
OLA
377
Oliver Luxxe Assets
New Jersey
$877K
PM
378
Phraction Management
Connecticut
$853K
KWM
379
Kaydan Wealth Management
Michigan
$826K
PAS
380
Park Avenue Securities
New York
$817K
MWM
381
MGB Wealth Management
Texas
$813K
SFG
382
Sovereign Financial Group
Connecticut
$812K
AIM
383
Anchor Investment Management
South Carolina
$810K
TPBG
384
Turning Point Benefit Group
Maryland
$803K
LFG
385
Larson Financial Group
Missouri
$797K
FCT
386
First Community Trust
Iowa
$773K
WLPWM
387
Walled Lake Planning & Wealth Management
Illinois
$768K
1IA
388
1620 Investment Advisors
Massachusetts
$759K
CL
389
Choreo LLC
Illinois
$755K
SWA
390
Sax Wealth Advisors
New Jersey
$755K
OSAM
391
O'Shaughnessy Asset Management
Connecticut
$750K
CWG
392
Cornerstone Wealth Group
North Carolina
$749K
WPWM
393
Western Pacific Wealth Management
Illinois
$747K
UAG
394
United Advisor Group
Ohio
$738K
CFS
395
Commonwealth Financial Services
West Virginia
$724K
SL
396
SWMG LLC
Texas
$721K
FWA
397
FSC Wealth Advisors
New York
$720K
VR
398
Valued Retirements
Texas
$719K
SIC
399
Samalin Investment Counsel
New York
$703K
LPT
400
Legacy Private Trust
Wisconsin
$694K