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VanEck Morningstar Wide Moat ETF

664 hedge funds and large institutions have $7.41B invested in VanEck Morningstar Wide Moat ETF in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 157 increasing their positions, 339 reducing their positions, and 37 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: 157 | Existing positions reduced: 339

Holders
664
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
PWM
126
Perigon Wealth Management
California
$8.13M
KAS
127
Kestra Advisory Services
Texas
$8.12M
DC
128
Darrow Company
Massachusetts
$7.72M
MIM
129
Morningstar Investment Management
Illinois
$7.71M
BWG
130
Boomfish Wealth Group
Georgia
$7.67M
RC
131
Roundview Capital
New Jersey
$7.42M
CFG
132
Copley Financial Group
California
$7.3M
Corient Private Wealth
133
Corient Private Wealth
Florida
$7.24M
CWM
134
Cabot Wealth Management
Massachusetts
$7.15M
ANBOT
135
American National Bank of Texas
Texas
$7.14M
ES
136
Eagle Strategies
New York
$7.1M
FS
137
Ferguson Shapiro
Georgia
$7.02M
DADC
138
D.A. Davidson & Co
Montana
$6.81M
TC
139
Tacita Capital
Ontario, Canada
$6.35M
VA
140
VestGen Advisors
Illinois
$6.34M
TI
141
TTP Investments
California
$6.32M
WA1
142
Wimmer Associates 1
California
$6.31M
EBSAM
143
Eubel Brady & Suttman Asset Management
Ohio
$6.3M
Comerica Bank
144
Comerica Bank
Texas
$6.29M
LWP
145
Laurel Wealth Planning
Minnesota
$6.19M
CA
146
Cornerstone Advisory
Maryland
$6.12M
GIA
147
Gladstone Institutional Advisory
Florida
$6.09M
LSL
148
Legacy Solutions LLC
Pennsylvania
$6.09M
ACG
149
Allen Capital Group
Nebraska
$6.07M
MCM
150
Mengis Capital Management
Oregon
$5.79M