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