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VanEck Morningstar Wide Moat ETF

686 hedge funds and large institutions have $7.56B invested in VanEck Morningstar Wide Moat ETF in 2025 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 165 increasing their positions, 363 reducing their positions, and 51 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: 165 | Existing positions reduced: 363

Holders
686
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
CA
126
Cornerstone Advisory
Maryland
$8.41M
RC
127
Roundview Capital
New Jersey
$8.39M
FH
128
FWG Holdings
Florida
$8.11M
HFS
129
Howard Financial Services
Texas
$8.09M
EFP
130
EnRich Financial Partners
Wisconsin
$8.07M
OBWG
131
Onyx Bridge Wealth Group
New York
$8.02M
CAG
132
Compass Advisory Group
New York
$7.98M
PA
133
PSI Advisors
Florida
$7.93M
MCA
134
Magnolia Capital Advisors
Mississippi
$7.92M
BFA
135
Beaumont Financial Advisors
Massachusetts
$7.91M
NAM
136
NorthCrest Asset Manangement
Minnesota
$7.88M
AWM
137
Accredited Wealth Management
Kentucky
$7.77M
AF
138
Allworth Financial
California
$7.75M
BWG
139
Boomfish Wealth Group
Georgia
$7.57M
Corient Private Wealth
140
Corient Private Wealth
Florida
$7.55M
DC
141
Darrow Company
Massachusetts
$7.48M
Goldman Sachs
142
Goldman Sachs
New York
$7.47M
PWM
143
Perigon Wealth Management
California
$7.42M
MIM
144
Morningstar Investment Management
Illinois
$7.29M
SAF
145
Smith Anglin Financial
Texas
$7.28M
KAS
146
Kestra Advisory Services
Texas
$7.16M
CFG
147
Copley Financial Group
California
$6.86M
FFA
148
Farther Finance Advisors
California
$6.81M
FS
149
Ferguson Shapiro
Georgia
$6.62M
FA
150
Flagstar Advisors
New York
$6.48M