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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
LSWP
501
Liberty Square Wealth Partners
Pennsylvania
$308K
WCM
502
Westend Capital Management
California
$307K
WI
503
WBI Investments
New Jersey
$306K
MA
504
MONECO Advisors
Connecticut
$305K
BC
505
Barnett & Company
Tennessee
$304K
DWM
506
Drive Wealth Management
Utah
$302K
RWA
507
Redhawk Wealth Advisors
Minnesota
$301K
Financial Engines Advisors
508
Financial Engines Advisors
California
$299K
PFGIA
509
Patriot Financial Group Insurance Agency
Massachusetts
$298K
DFA
510
DHJJ Financial Advisors
Illinois
$295K
BCA
511
Bay Capital Advisors
Virginia
$291K
SWM
512
Spire Wealth Management
Virginia
$290K
TW
513
TritonPoint Wealth
Maryland
$289K
OSNBOA
514
Old Second National Bank of Aurora
Illinois
$285K
Kayne Anderson Rudnick Investment Management
515
Kayne Anderson Rudnick Investment Management
California
$284K
TWP
516
Triad Wealth Partners
Kansas
$283K
HIIFS
517
Harel Insurance Investments & Financial Services
Israel
$281K
TNA
518
True North Advisors
Texas
$281K
GJIA
519
Glass Jacobson Investment Advisors
Maryland
$280K
SC
520
Savant Capital
Illinois
$278K
WFM
521
Wolff Financial Management
Michigan
$274K
PFA
522
Pure Financial Advisors
California
$274K
FFWM
523
Future Financial Wealth Management
Ohio
$272K
EWA
524
Emergent Wealth Advisors
New York
$271K
RMF
525
Red Mountain Financial
Colorado
$271K