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VanEck Morningstar Wide Moat ETF

711 hedge funds and large institutions have $7.71B invested in VanEck Morningstar Wide Moat ETF in 2025 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 224 increasing their positions, 295 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:

3% more capital invested

Capital invested by funds: $7.46B → $7.71B (+$253M)

12% less call options, than puts

Call options by funds: $300K | Put options by funds: $342K

24% less repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 295

Holders
711
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
67
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
BI
401
Beckerman Institutional
New Jersey
$727K
WPWM
402
Western Pacific Wealth Management
Illinois
$723K
VDBMI
403
Van Den Berg Management I
Texas
$715K
CFS
404
Commonwealth Financial Services
West Virginia
$698K
EGM
405
Engineers Gate Manager
New York
$693K
IP
406
Indivisible Partners
Florida
$684K
PFPG
407
Pinnacle Financial Partners (Georgia)
Georgia
$684K
AGP
408
Autumn Glory Partners
Texas
$677K
MC
409
Moors & Cabot
Massachusetts
$674K
MGIA
410
Moneta Group Investment Advisors
Missouri
$661K
PMG
411
ProVise Management Group
Florida
$661K
PG
412
Patten Group
Tennessee
$660K
IA
413
Integrity Alliance
Iowa
$653K
MFG
414
Merit Financial Group
Georgia
$653K
TC
415
TFR Capital
Texas
$653K
FSWA
416
Financial Synergies Wealth Advisors
Texas
$647K
OWA
417
OakTrust Wealth Advisors
Connecticut
$643K
PTC
418
Private Trust Company
Ohio
$632K
KDA
419
Kraft Davis & Associates
Missouri
$631K
QCIG
420
Quad-Cities Investment Group
Iowa
$631K
RFA
421
Resurgent Financial Advisors
Georgia
$625K
KeyBank National Association
422
KeyBank National Association
Ohio
$619K
GCP
423
Guardian Capital (Pennsylvania)
Pennsylvania
$618K
CAM
424
Cresset Asset Management
Illinois
$603K
HNWA
425
Henrickson Nauta Wealth Advisors
Michigan
$597K