MOAT icon

VanEck Morningstar Wide Moat ETF

664 hedge funds and large institutions have $7.41B invested in VanEck Morningstar Wide Moat ETF in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 157 increasing their positions, 339 reducing their positions, and 37 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: 157 | Existing positions reduced: 339

Holders
664
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
OAJ
651
Ogorek Anthony Joseph
New York
$7K
CWP
652
Concord Wealth Partners
Virginia
$6.74K
IWM
653
Inlight Wealth Management
Georgia
$6.74K
SS
654
SBI Securities
Japan
$6.14K
PA
655
Pineridge Advisors
Missouri
$6.13K
TCOV
656
Trust Company of Vermont
Vermont
$3.96K
NMG
657
New Millennium Group
Utah
$3.07K
GA
658
Guerra Advisors
Florida
$2.97K
GWS
659
Greykasell Wealth Strategies
California
$1.78K
EPIM
660
Evelyn Partners Investment Management
$991
SC
661
SouthState Corp
Florida
$793
CT
662
Coastline Trust
Rhode Island
$595
RFG
663
REAP Financial Group
Texas
$496
AF
664
Alerus Financial
North Dakota
$496
VWM
665
Valley Wealth Managers
New Jersey
$168
SAW
666
Signal Advisors Wealth
Michigan
AO
667
Advisor OS
Illinois
MWM
668
MinichMacGregor Wealth Management
New York
UCB
669
United Community Bank
South Carolina
EE
670
EWG Elevate
California
TL
671
Tradewinds LLC
North Carolina
MYIA
672
Mount Yale Investment Advisors
Colorado
OCBCO
673
Oversea-Chinese Banking Corp (OCBC)
Singapore
MWM
674
Mission Wealth Management
California
IWM
675
Iams Wealth Management
Nebraska