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VanEck Morningstar Wide Moat ETF

721 hedge funds and large institutions have $7.74B invested in VanEck Morningstar Wide Moat ETF in 2025 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 224 increasing their positions, 299 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:

4% more capital invested

Capital invested by funds: $7.47B → $7.74B (+$265M)

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: 224 | Existing positions reduced: 299

Holders
721
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
68
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
KWM
376
Kaydan Wealth Management
Michigan
$912K
RDFA
377
Ritter Daniher Financial Advisory
Ohio
$901K
1IA
378
1620 Investment Advisors
Massachusetts
$900K
MWM
379
MGB Wealth Management
Texas
$898K
CWMK
380
Caliber Wealth Management (Kansas)
Kansas
$896K
MIH
381
Meitav Investment House
Israel
$895K
AIM
382
Anchor Investment Management
South Carolina
$867K
ACA
383
Ascension Capital Advisors
Texas
$866K
BFF
384
Byrne Financial Freedom
Massachusetts
$862K
FCT
385
First Community Trust
Iowa
$854K
WLPWM
386
Walled Lake Planning & Wealth Management
Illinois
$844K
SL
387
SWMG LLC
Texas
$836K
CA
388
COFG Advisors
Illinois
$833K
CWG
389
Cornerstone Wealth Group
North Carolina
$829K
MWM
390
Maridea Wealth Management
New York
$820K
OLA
391
Oliver Luxxe Assets
New Jersey
$811K
EPW
392
Endeavor Private Wealth
Kansas
$806K
OSAM
393
O'Shaughnessy Asset Management
Connecticut
$802K
SIC
394
Samalin Investment Counsel
New York
$802K
SA
395
Sovran Advisors
California
$799K
SWA
396
Sax Wealth Advisors
New Jersey
$793K
AFP
397
ATX Financial Planning
Texas
$785K
VR
398
Valued Retirements
Texas
$779K
LFG
399
Larson Financial Group
Missouri
$775K
KA
400
Kovack Advisors
Florida
$774K