MOAT icon

VanEck Morningstar Wide Moat ETF

671 hedge funds and large institutions have $7.46B invested in VanEck Morningstar Wide Moat ETF in 2025 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 158 increasing their positions, 343 reducing their positions, and 38 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: 158 | Existing positions reduced: 343

Holders
671
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
Baird Financial Group
101
Baird Financial Group
Wisconsin
$11.8M
FLPIM
102
F.L. Putnam Investment Management
Massachusetts
$11.8M
PJWM
103
Philip James Wealth Mangement
Georgia
$11.7M
PAWA
104
Palo Alto Wealth Advisors
California
$11.6M
P
105
&Partners
Tennessee
$11.3M
AC
106
AlphaCore Capital
California
$11.1M
PFA
107
Plotkin Financial Advisors
Maryland
$11M
NCM
108
Novare Capital Management
North Carolina
$10.5M
FF
109
Farrow Financial
Vermont
$10.4M
BAWC
110
Boyce & Associates Wealth Consulting
Texas
$10.3M
EH
111
Equitable Holdings
New York
$10.1M
WIM
112
WealthPlan Investment Management
Nebraska
$10M
SPC
113
Sigma Planning Corp
Michigan
$9.68M
AWA
114
Acorn Wealth Advisors
Michigan
$9.54M
Janney Montgomery Scott
115
Janney Montgomery Scott
Pennsylvania
$9.36M
VFG
116
Victory Financial Group
Texas
$9.21M
TA
117
TPG Advisors
Illinois
$9.15M
PWP
118
Pursue Wealth Partners
California
$8.72M
MSWA
119
Marshall & Sterling Wealth Advisors
New York
$8.65M
EFP
120
EnRich Financial Partners
Wisconsin
$8.6M
FH
121
FWG Holdings
Florida
$8.56M
AWM
122
Accredited Wealth Management
Kentucky
$8.55M
HFS
123
Howard Financial Services
Texas
$8.41M
OBWG
124
Onyx Bridge Wealth Group
New York
$8.41M
NAM
125
NorthCrest Asset Manangement
Minnesota
$8.3M