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
PJWM
101
Philip James Wealth Mangement
Georgia
$11.7M
PAWA
102
Palo Alto Wealth Advisors
California
$11.6M
P
103
&Partners
Tennessee
$11.3M
AC
104
AlphaCore Capital
California
$11.1M
PFA
105
Plotkin Financial Advisors
Maryland
$11M
NCM
106
Novare Capital Management
North Carolina
$10.5M
FF
107
Farrow Financial
Vermont
$10.4M
BAWC
108
Boyce & Associates Wealth Consulting
Texas
$10.3M
EH
109
Equitable Holdings
New York
$10.1M
WIM
110
WealthPlan Investment Management
Nebraska
$10M
SPC
111
Sigma Planning Corp
Michigan
$9.68M
AWA
112
Acorn Wealth Advisors
Michigan
$9.54M
Janney Montgomery Scott
113
Janney Montgomery Scott
Pennsylvania
$9.36M
VFG
114
Victory Financial Group
Texas
$9.21M
TA
115
TPG Advisors
Illinois
$9.15M
PWP
116
Pursue Wealth Partners
California
$8.72M
MSWA
117
Marshall & Sterling Wealth Advisors
New York
$8.65M
EFP
118
EnRich Financial Partners
Wisconsin
$8.6M
FH
119
FWG Holdings
Florida
$8.56M
AWM
120
Accredited Wealth Management
Kentucky
$8.55M
HFS
121
Howard Financial Services
Texas
$8.41M
OBWG
122
Onyx Bridge Wealth Group
New York
$8.41M
NAM
123
NorthCrest Asset Manangement
Minnesota
$8.3M
Goldman Sachs
124
Goldman Sachs
New York
$8.26M
BFA
125
Beaumont Financial Advisors
Massachusetts
$8.23M