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VanEck Morningstar Wide Moat ETF

679 hedge funds and large institutions have $7.48B invested in VanEck Morningstar Wide Moat ETF in 2025 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 158 increasing their positions, 346 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 38

1% less capital invested

Capital invested by funds: $7.59B → $7.48B (-$102M)

2% less funds holding

Funds holding: 692679 (-13)

10.43% less ownership

Funds ownership: 59.66%49.22% (-10%)

12% less funds holding in top 10

Funds holding in top 10: 7667 (-9)

54% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 346

Holders
679
Holders Change
-13
Holders Change %
-1.88%
% of All Funds
8.91%
Holding in Top 10
67
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-11.84%
% of All Funds
0.88%
New
38
Increased
158
Reduced
346
Closed
38
Calls
$852K
Puts
Net Calls
+$852K
Net Calls Change
-$1.11M
Name Holding Trade Value Shares
Change
Change in
Stake
OBWG
126
Onyx Bridge Wealth Group
New York
$8.41M -$67K -687 -0.8%
NAM
127
NorthCrest Asset Manangement
Minnesota
$8.3M +$159K +1,632 +2%
Goldman Sachs
128
Goldman Sachs
New York
$8.26M +$357K +3,664 +5%
BFA
129
Beaumont Financial Advisors
Massachusetts
$8.23M -$127K -1,303 -2%
PWM
130
Perigon Wealth Management
California
$8.13M +$293K +3,002 +4%
KAS
131
Kestra Advisory Services
Texas
$8.12M +$542K +5,559 +7%
AF
132
Allworth Financial
California
$7.94M -$248K -2,538 -3%
DC
133
Darrow Company
Massachusetts
$7.72M -$364K -3,732 -5%
MIM
134
Morningstar Investment Management
Illinois
$7.71M
BWG
135
Boomfish Wealth Group
Georgia
$7.67M -$321K -3,286 -4%
RC
136
Roundview Capital
New Jersey
$7.42M -$1.42M -14,521 -16%
CFG
137
Copley Financial Group
California
$7.3M +$52.8K +541 +0.7%
Corient Private Wealth
138
Corient Private Wealth
Florida
$7.24M -$731K -7,489 -9%
CWM
139
Cabot Wealth Management
Massachusetts
$7.15M +$471K +4,826 +7%
ANBOT
140
American National Bank of Texas
Texas
$7.14M +$7.03M +72,080 New
ES
141
Eagle Strategies
New York
$7.1M -$5.38M -55,125 -43%
FS
142
Ferguson Shapiro
Georgia
$7.02M +$16.9K +173 +0.2%
DADC
143
D.A. Davidson & Co
Montana
$6.81M +$52.1K +534 +0.8%
TC
144
Tacita Capital
Ontario, Canada
$6.35M +$26K +267 +0.4%
VA
145
VestGen Advisors
Illinois
$6.34M -$14.1K -145 -0.2%
TI
146
TTP Investments
California
$6.32M -$244K -2,504 -4%
WA1
147
Wimmer Associates 1
California
$6.31M +$35.6K +365 +0.6%
EBSAM
148
Eubel Brady & Suttman Asset Management
Ohio
$6.3M +$375K +3,846 +6%
Comerica Bank
149
Comerica Bank
Texas
$6.29M -$135K -1,382 -2%
LWP
150
Laurel Wealth Planning
Minnesota
$6.19M -$241K -2,475 -4%