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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
US Bancorp
401
US Bancorp
Minnesota
$694K
BI
402
Beckerman Institutional
New Jersey
$688K
PTC
403
Private Trust Company
Ohio
$675K
VDBMI
404
Van Den Berg Management I
Texas
$656K
GMA
405
Glassy Mountain Advisors
Maryland
$652K
PMG
406
ProVise Management Group
Florida
$636K
RFA
407
Resurgent Financial Advisors
Georgia
$634K
RA
408
RFG Advisory
Alabama
$632K
MYIA
409
Mount Yale Investment Advisors
Colorado
$627K
FHA
410
First Horizon Advisors
Tennessee
$623K
TC
411
TFR Capital
Texas
$621K
IWC
412
Integrated Wealth Concepts
Massachusetts
$609K
MC
413
Moors & Cabot
Massachusetts
$608K
MFG
414
Merit Financial Group
Georgia
$599K
AFP
415
Ausdal Financial Partners
Iowa
$598K
PFBT
416
Parkside Financial Bank & Trust
Missouri
$598K
EPW
417
Endeavor Private Wealth
Kansas
$596K
FSWA
418
Financial Synergies Wealth Advisors
Texas
$579K
TC
419
Trilogy Capital
California
$571K
OCBCO
420
Oversea-Chinese Banking Corp (OCBC)
Singapore
$568K
AC
421
Anson Capital
Georgia
$567K
BCM
422
Beck Capital Management
Texas
$567K
IA
423
Integrity Alliance
Iowa
$557K
3F
424
360 Financial
Minnesota
$557K
BW
425
Balance Wealth
Ohio
$555K