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VanEck Morningstar Wide Moat ETF

671 hedge funds and large institutions have $7.46B invested in VanEck Morningstar Wide Moat ETF in 2025 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 158 increasing their positions, 343 reducing their positions, and 38 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: 158 | Existing positions reduced: 343

Holders
671
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
SA
376
Sovran Advisors
California
$806K
SL
377
SWMG LLC
Texas
$802K
CWG
378
Cornerstone Wealth Group
North Carolina
$789K
PG
379
Patten Group
Tennessee
$772K
SWA
380
Sax Wealth Advisors
New Jersey
$757K
SIC
381
Samalin Investment Counsel
New York
$748K
RIA
382
Regal Investment Advisors
Michigan
$746K
UAG
383
United Advisor Group
Ohio
$737K
Citadel Advisors
384
Citadel Advisors
Florida
$725K
TWP
385
Triad Wealth Partners
Kansas
$724K
VR
386
Valued Retirements
Texas
$719K
GMA
387
Glassy Mountain Advisors
Maryland
$713K
FWA
388
FSC Wealth Advisors
New York
$704K
CFS
389
Commonwealth Financial Services
West Virginia
$702K
BI
390
Beckerman Institutional
New Jersey
$696K
OSAM
391
O'Shaughnessy Asset Management
Connecticut
$693K
US Bancorp
392
US Bancorp
Minnesota
$688K
EPW
393
Endeavor Private Wealth
Kansas
$687K
WPWM
394
Western Pacific Wealth Management
Illinois
$681K
VDBMI
395
Van Den Berg Management I
Texas
$678K
AGP
396
Autumn Glory Partners
Texas
$659K
SF
397
Synovus Financial
Georgia
$656K
PMG
398
ProVise Management Group
Florida
$652K
TC
399
TFR Capital
Texas
$650K
MC
400
Moors & Cabot
Massachusetts
$645K