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VanEck Morningstar Wide Moat ETF

682 hedge funds and large institutions have $7.55B invested in VanEck Morningstar Wide Moat ETF in 2025 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 164 increasing their positions, 362 reducing their positions, and 50 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: 164 | Existing positions reduced: 362

Holders
682
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
OLA
376
Oliver Luxxe Assets
New Jersey
$877K
PM
377
Phraction Management
Connecticut
$853K
KWM
378
Kaydan Wealth Management
Michigan
$826K
PAS
379
Park Avenue Securities
New York
$817K
MWM
380
MGB Wealth Management
Texas
$813K
SFG
381
Sovereign Financial Group
Connecticut
$812K
AIM
382
Anchor Investment Management
South Carolina
$810K
TPBG
383
Turning Point Benefit Group
Maryland
$803K
LFG
384
Larson Financial Group
Missouri
$797K
FCT
385
First Community Trust
Iowa
$773K
WLPWM
386
Walled Lake Planning & Wealth Management
Illinois
$768K
1IA
387
1620 Investment Advisors
Massachusetts
$759K
CL
388
Choreo LLC
Illinois
$755K
SWA
389
Sax Wealth Advisors
New Jersey
$755K
OSAM
390
O'Shaughnessy Asset Management
Connecticut
$750K
CWG
391
Cornerstone Wealth Group
North Carolina
$749K
WPWM
392
Western Pacific Wealth Management
Illinois
$747K
UAG
393
United Advisor Group
Ohio
$738K
CFS
394
Commonwealth Financial Services
West Virginia
$724K
SL
395
SWMG LLC
Texas
$721K
FWA
396
FSC Wealth Advisors
New York
$720K
VR
397
Valued Retirements
Texas
$719K
SIC
398
Samalin Investment Counsel
New York
$703K
LPT
399
Legacy Private Trust
Wisconsin
$694K
US Bancorp
400
US Bancorp
Minnesota
$694K