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VanEck Morningstar Wide Moat ETF

686 hedge funds and large institutions have $7.56B invested in VanEck Morningstar Wide Moat ETF in 2025 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 165 increasing their positions, 363 reducing their positions, and 51 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: 165 | Existing positions reduced: 363

Holders
686
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
SO
101
Sierra Ocean
California
$12.2M
GFG
102
Goldstone Financial Group
Illinois
$12M
PAWA
103
Palo Alto Wealth Advisors
California
$12M
ES
104
Eagle Strategies
New York
$11.9M
FA
105
Fermata Advisors
California
$11.9M
OC
106
Oppenheimer & Co
New York
$11.6M
RSWM
107
Robertson Stephens Wealth Management
California
$11.5M
Baird Financial Group
108
Baird Financial Group
Wisconsin
$11.3M
BAWC
109
Boyce & Associates Wealth Consulting
Texas
$11.2M
Rockefeller Capital Management
110
Rockefeller Capital Management
New York
$11.1M
SPC
111
Sigma Planning Corp
Michigan
$11M
PFA
112
Plotkin Financial Advisors
Maryland
$10.8M
Janney Montgomery Scott
113
Janney Montgomery Scott
Pennsylvania
$9.89M
FF
114
Farrow Financial
Vermont
$9.88M
NCM
115
Novare Capital Management
North Carolina
$9.86M
EH
116
Equitable Holdings
New York
$9.65M
AC
117
AlphaCore Capital
California
$9.36M
WIM
118
WealthPlan Investment Management
Nebraska
$9.15M
AWA
119
Acorn Wealth Advisors
Michigan
$9.02M
VFG
120
Victory Financial Group
Texas
$8.89M
CWM
121
Congress Wealth Management
Massachusetts
$8.89M
P
122
&Partners
Tennessee
$8.71M
MSWA
123
Marshall & Sterling Wealth Advisors
New York
$8.52M
TA
124
TPG Advisors
Illinois
$8.42M
PWP
125
Pursue Wealth Partners
California
$8.41M