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VanEck Morningstar Wide Moat ETF

721 hedge funds and large institutions have $7.74B invested in VanEck Morningstar Wide Moat ETF in 2025 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 224 increasing their positions, 299 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 funds holding in top 10

Funds holding in top 10:

4% more capital invested

Capital invested by funds: $7.47B → $7.74B (+$265M)

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: 224 | Existing positions reduced: 299

Holders
721
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
68
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
MA
126
MCF Advisors
Kentucky
$8.83M
PWM
127
Perigon Wealth Management
California
$8.76M
HFS
128
Howard Financial Services
Texas
$8.76M
MCA
129
Magnolia Capital Advisors
Mississippi
$8.75M
MSWA
130
Marshall & Sterling Wealth Advisors
New York
$8.61M
OBWG
131
Onyx Bridge Wealth Group
New York
$8.59M
BFA
132
Beaumont Financial Advisors
Massachusetts
$8.43M
AF
133
Allworth Financial
California
$8.15M
CWM
134
Cabot Wealth Management
Massachusetts
$8.09M
MIM
135
Morningstar Investment Management
Illinois
$8.05M
CFG
136
Copley Financial Group
California
$8.03M
EH
137
Equitable Holdings
New York
$7.93M
SPC
138
Sigma Planning Corp
Michigan
$7.91M
ECA
139
Elevation Capital Advisory
Oregon
$7.89M
DC
140
Darrow Company
Massachusetts
$7.71M
ES
141
Eagle Strategies
New York
$7.54M
PFS
142
Paller Financial Services
Colorado
$7.48M
BWG
143
Boomfish Wealth Group
Georgia
$7.48M
ANBOT
144
American National Bank of Texas
Texas
$7.4M
RC
145
Roundview Capital
New Jersey
$7.18M
KOC
146
Koss-Olinger Consulting
Florida
$7.14M
DADC
147
D.A. Davidson & Co
Montana
$7M
GC
148
Guilbault Capital
Louisiana
$6.88M
BFO
149
Boston Family Office
Massachusetts
$6.86M
TF
150
TME Financial
California
$6.75M