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VanEck Morningstar Wide Moat ETF

707 hedge funds and large institutions have $6.8B invested in VanEck Morningstar Wide Moat ETF in 2026 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 183 increasing their positions, 329 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less funds holding

Funds holding:

less funds holding in top 10

Funds holding in top 10:

12% less capital invested

Capital invested by funds: $7.74B → $6.8B (-$935M)

44% less repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 329

Holders
707
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
62
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$203K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$71.6M
2 +$25.1M
3 +$17.7M
4
EH
Equitable Holdings
New York
+$14.9M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$14.5M

Top Sellers

1 -$78.1M
2 -$39.1M
3 -$36.5M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$35.6M
5
Ameriprise
Ameriprise
Minnesota
-$34M
Name Holding Trade Value Shares
Change
Change in
Stake
MAS
651
MPWM Advisory Solutions
Georgia
$32.4K
HIA
652
Harbor Investment Advisory
Maryland
$30.5K
PK
653
Pflug Koory
Nebraska
$30.3K
PWA
654
Physician Wealth Advisors
Utah
$28K
DRP
655
Decker Retirement Planning
Utah
$27.4K
MCA
656
McGuire Capital Advisors
Oklahoma
$27.3K
TC
657
Trust Company
Kansas
$26.3K
MWC
658
MBM Wealth Consultants
Missouri
$25.3K
NEWAS
659
N.E.W. Advisory Services
Wisconsin
$24.2K
VFM
660
Vision Financial Markets
Connecticut
$22.9K
GI
661
GAMMA Investing
California
$22.2K
RPC
662
Rossmore Private Capital
Connecticut
$21.8K
GSWM
663
Golden State Wealth Management
California
$20.6K
EDRH
664
Edmond de Rothschild Holding
Switzerland
$20.5K
CTWM
665
Cherry Tree Wealth Management
Minnesota
$20.2K
GEA
666
Glen Eagle Advisors
New Jersey
$19.5K
RMP
667
Richards, Merrill & Peterson
Washington
$19.3K
AWM
668
Angeles Wealth Management
California
$19K
IBOK
669
Independence Bank of Kentucky
Kentucky
$19K
NRG
670
Nemes Rush Group
Michigan
$18.2K
GWS
671
Glassman Wealth Services
Virginia
$17.8K
IFS
672
Intelligent Financial Strategies
Minnesota
$16.7K
AW
673
Avion Wealth
Texas
$16K
SS
674
Sunbelt Securities
Texas
$15.7K
KFGG
675
Keystone Financial Group (Georgia)
Georgia
$14.5K