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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
RIS
51
Richmond Investment Services
Wisconsin
$29.3M
PS
52
Planned Solutions
California
$28.5M
AssetMark Inc
53
AssetMark Inc
California
$27.3M
TWM
54
Tanager Wealth Management
United Kingdom
$25.6M
VWS
55
Virtus Wealth Solutions
New Jersey
$25.1M
BFA
56
Buttonwood Financial Advisors
Maryland
$25.1M
OWP
57
Obermeyer Wealth Partners
Colorado
$25M
FWM
58
Foguth Wealth Management
Michigan
$23.8M
SAW
59
Signal Advisors Wealth
Michigan
$23.4M
CIA
60
Concurrent Investment Advisors
Florida
$23.2M
SF
61
Summit Financial
New Jersey
$23.1M
VWA
62
Visionary Wealth Advisors
Illinois
$22.8M
KPWS
63
Kestra Private Wealth Services
Texas
$22.8M
BAM
64
Beaumont Asset Management
Texas
$21.8M
AWM
65
Activest Wealth Management
Florida
$21.6M
Creative Planning
66
Creative Planning
Kansas
$21.6M
DAS
67
Dynamic Advisor Solutions
Arizona
$21.3M
PFS
68
Prospera Financial Services
Texas
$20.9M
EFG
69
Ethos Financial Group
Pennsylvania
$20.8M
MML Investors Services
70
MML Investors Services
Massachusetts
$20.4M
BMM
71
Berkshire Money Management
Massachusetts
$19.9M
Bank of New York Mellon
72
Bank of New York Mellon
New York
$19.6M
SFA
73
Sequoia Financial Advisors
Ohio
$19.5M
WAP
74
Wealthcare Advisory Partners
Pennsylvania
$19.2M
SPIA
75
Steward Partners Investment Advisory
New York
$18.9M