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VanEck Morningstar Wide Moat ETF

703 hedge funds and large institutions have $7.64B invested in VanEck Morningstar Wide Moat ETF in 2025 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 222 increasing their positions, 295 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 capital invested

Capital invested by funds: $ → $

0% more funds holding in top 10

Funds holding in top 10: 6666 (0)

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: 222 | Existing positions reduced: 295

Holders
703
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
$300K
Puts
$342K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MSWA
126
Marshall & Sterling Wealth Advisors
New York
$8.61M
OBWG
127
Onyx Bridge Wealth Group
New York
$8.59M
BFA
128
Beaumont Financial Advisors
Massachusetts
$8.43M
AF
129
Allworth Financial
California
$8.15M
CWM
130
Cabot Wealth Management
Massachusetts
$8.09M
MIM
131
Morningstar Investment Management
Illinois
$8.05M
CFG
132
Copley Financial Group
California
$8.03M
EH
133
Equitable Holdings
New York
$7.93M
SPC
134
Sigma Planning Corp
Michigan
$7.91M
ECA
135
Elevation Capital Advisory
Oregon
$7.89M
DC
136
Darrow Company
Massachusetts
$7.71M
ES
137
Eagle Strategies
New York
$7.54M
PFS
138
Paller Financial Services
Colorado
$7.48M
BWG
139
Boomfish Wealth Group
Georgia
$7.48M
ANBOT
140
American National Bank of Texas
Texas
$7.4M
Corient Private Wealth
141
Corient Private Wealth
Florida
$7.24M
RC
142
Roundview Capital
New Jersey
$7.18M
KOC
143
Koss-Olinger Consulting
Florida
$7.14M
DADC
144
D.A. Davidson & Co
Montana
$7M
BFO
145
Boston Family Office
Massachusetts
$6.86M
TF
146
TME Financial
California
$6.75M
WA1
147
Wimmer Associates 1
California
$6.71M
FIA
148
Foundations Investment Advisors
Arizona
$6.64M
LWP
149
Laurel Wealth Planning
Minnesota
$6.64M
TC
150
Tacita Capital
Ontario, Canada
$6.62M