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VanEck Morningstar Wide Moat ETF

721 hedge funds and large institutions have $7.74B invested in VanEck Morningstar Wide Moat ETF in 2025 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 224 increasing their positions, 299 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

4% more capital invested

Capital invested by funds: $7.47B → $7.74B (+$265M)

12% less call options, than puts

Call options by funds: $300K | Put options by funds: $342K

25% less repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 299

Holders
721
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
68
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$300K
Puts
$342K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FA
101
Fermata Advisors
California
$13M
RSWM
102
Robertson Stephens Wealth Management
California
$12.9M
OC
103
Oppenheimer & Co
New York
$12.8M
JP Morgan Chase
104
JP Morgan Chase
New York
$12.8M
NF
105
Napier Financial
Massachusetts
$12.8M
PJWM
106
Philip James Wealth Mangement
Georgia
$12.4M
P
107
&Partners
Tennessee
$12.1M
Baird Financial Group
108
Baird Financial Group
Wisconsin
$11.8M
ERFOTCOFW
109
Employees Retirement Fund of the City of Fort Worth
Texas
$11.2M
NCM
110
Novare Capital Management
North Carolina
$11M
FF
111
Farrow Financial
Vermont
$10.9M
BAWC
112
Boyce & Associates Wealth Consulting
Texas
$10.7M
KAS
113
Kestra Advisory Services
Texas
$10.6M
AWS
114
Aspen Wealth Strategies
Colorado
$10.3M
WIM
115
WealthPlan Investment Management
Nebraska
$10M
Janney Montgomery Scott
116
Janney Montgomery Scott
Pennsylvania
$9.79M
TA
117
TPG Advisors
Illinois
$9.7M
4PL
118
46 Peaks LLC
Pennsylvania
$9.69M
Focus Partners Wealth
119
Focus Partners Wealth
Massachusetts
$9.53M
AWA
120
Acorn Wealth Advisors
Michigan
$9.29M
FS
121
Ferguson Shapiro
Georgia
$9.2M
PWP
122
Pursue Wealth Partners
California
$9.15M
FH
123
FWG Holdings
Florida
$9.06M
NAM
124
NorthCrest Asset Manangement
Minnesota
$9.01M
EFP
125
EnRich Financial Partners
Wisconsin
$8.84M