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VanEck Morningstar Wide Moat ETF

682 hedge funds and large institutions have $7.55B invested in VanEck Morningstar Wide Moat ETF in 2025 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 164 increasing their positions, 362 reducing their positions, and 50 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: 164 | Existing positions reduced: 362

Holders
682
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
RC
126
Roundview Capital
New Jersey
$8.39M
FH
127
FWG Holdings
Florida
$8.11M
HFS
128
Howard Financial Services
Texas
$8.09M
EFP
129
EnRich Financial Partners
Wisconsin
$8.07M
OBWG
130
Onyx Bridge Wealth Group
New York
$8.02M
CAG
131
Compass Advisory Group
New York
$7.98M
PA
132
PSI Advisors
Florida
$7.93M
MCA
133
Magnolia Capital Advisors
Mississippi
$7.92M
BFA
134
Beaumont Financial Advisors
Massachusetts
$7.91M
NAM
135
NorthCrest Asset Manangement
Minnesota
$7.88M
AWM
136
Accredited Wealth Management
Kentucky
$7.77M
AF
137
Allworth Financial
California
$7.75M
BWG
138
Boomfish Wealth Group
Georgia
$7.57M
Corient Private Wealth
139
Corient Private Wealth
Florida
$7.55M
DC
140
Darrow Company
Massachusetts
$7.48M
Goldman Sachs
141
Goldman Sachs
New York
$7.47M
PWM
142
Perigon Wealth Management
California
$7.42M
MIM
143
Morningstar Investment Management
Illinois
$7.29M
SAF
144
Smith Anglin Financial
Texas
$7.28M
KAS
145
Kestra Advisory Services
Texas
$7.16M
CFG
146
Copley Financial Group
California
$6.86M
FFA
147
Farther Finance Advisors
California
$6.81M
FS
148
Ferguson Shapiro
Georgia
$6.62M
FA
149
Flagstar Advisors
New York
$6.48M
AWS
150
Atria Wealth Solutions
New York
$6.41M