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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
BI
401
Beckerman Institutional
New Jersey
$688K
PTC
402
Private Trust Company
Ohio
$675K
VDBMI
403
Van Den Berg Management I
Texas
$656K
GMA
404
Glassy Mountain Advisors
Maryland
$652K
PMG
405
ProVise Management Group
Florida
$636K
RFA
406
Resurgent Financial Advisors
Georgia
$634K
RA
407
RFG Advisory
Alabama
$632K
MYIA
408
Mount Yale Investment Advisors
Colorado
$627K
FHA
409
First Horizon Advisors
Tennessee
$623K
TC
410
TFR Capital
Texas
$621K
IWC
411
Integrated Wealth Concepts
Massachusetts
$609K
MC
412
Moors & Cabot
Massachusetts
$608K
MFG
413
Merit Financial Group
Georgia
$599K
AFP
414
Ausdal Financial Partners
Iowa
$598K
PFBT
415
Parkside Financial Bank & Trust
Missouri
$598K
EPW
416
Endeavor Private Wealth
Kansas
$596K
FSWA
417
Financial Synergies Wealth Advisors
Texas
$579K
TC
418
Trilogy Capital
California
$571K
OCBCO
419
Oversea-Chinese Banking Corp (OCBC)
Singapore
$568K
AC
420
Anson Capital
Georgia
$567K
BCM
421
Beck Capital Management
Texas
$567K
IA
422
Integrity Alliance
Iowa
$557K
3F
423
360 Financial
Minnesota
$557K
BW
424
Balance Wealth
Ohio
$555K
MWM
425
Mission Wealth Management
California
$550K