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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
NEPWA
76
New England Private Wealth Advisors
Massachusetts
$17.8M
AWG
77
Altus Wealth Group
Colorado
$17.7M
DC
78
Davenport & Co
Virginia
$16.8M
MCM
79
MAI Capital Management
Ohio
$16.7M
KSWA
80
Kathleen S. Wright Associates
Pennsylvania
$16.7M
JSW
81
Journey Strategic Wealth
New Jersey
$16.6M
GCM
82
Graver Capital Management
Ohio
$16.4M
JJBC
83
James J. Burns & Company
New York
$16.2M
AWS
84
Aspen Wealth Strategies
Colorado
$16.2M
Mariner
85
Mariner
Kansas
$16.1M
OWP
86
Obermeyer Wealth Partners
Colorado
$16M
HAS
87
HBW Advisory Services
California
$15.8M
SEEDPG
88
S.E.E.D. Planning Group
New York
$15.2M
SWM
89
SK Wealth Management
Rhode Island
$14.3M
FOR
90
Family Office Research
Maryland
$14.1M
Rockefeller Capital Management
91
Rockefeller Capital Management
New York
$13.9M
JGCM
92
Joseph Group Capital Management
Ohio
$13.3M
GFG
93
Goldstone Financial Group
Illinois
$12.7M
RSWM
94
Robertson Stephens Wealth Management
California
$12.4M
JP Morgan Chase
95
JP Morgan Chase
New York
$12.1M
OC
96
Oppenheimer & Co
New York
$12.1M
FA
97
Fermata Advisors
California
$12.1M
ERFOTCOFW
98
Employees Retirement Fund of the City of Fort Worth
Texas
$11.8M
Baird Financial Group
99
Baird Financial Group
Wisconsin
$11.8M
FLPIM
100
F.L. Putnam Investment Management
Massachusetts
$11.8M