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VanEck Morningstar Wide Moat ETF

711 hedge funds and large institutions have $7.71B invested in VanEck Morningstar Wide Moat ETF in 2025 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 224 increasing their positions, 295 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:

3% more capital invested

Capital invested by funds: $7.46B → $7.71B (+$253M)

12% less call options, than puts

Call options by funds: $300K | Put options by funds: $342K

24% less repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 295

Holders
711
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
67
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
PWM
126
Perigon Wealth Management
California
$8.76M
HFS
127
Howard Financial Services
Texas
$8.76M
MCA
128
Magnolia Capital Advisors
Mississippi
$8.75M
MSWA
129
Marshall & Sterling Wealth Advisors
New York
$8.61M
OBWG
130
Onyx Bridge Wealth Group
New York
$8.59M
BFA
131
Beaumont Financial Advisors
Massachusetts
$8.43M
AF
132
Allworth Financial
California
$8.15M
CWM
133
Cabot Wealth Management
Massachusetts
$8.09M
MIM
134
Morningstar Investment Management
Illinois
$8.05M
CFG
135
Copley Financial Group
California
$8.03M
EH
136
Equitable Holdings
New York
$7.93M
SPC
137
Sigma Planning Corp
Michigan
$7.91M
ECA
138
Elevation Capital Advisory
Oregon
$7.89M
DC
139
Darrow Company
Massachusetts
$7.71M
ES
140
Eagle Strategies
New York
$7.54M
PFS
141
Paller Financial Services
Colorado
$7.48M
BWG
142
Boomfish Wealth Group
Georgia
$7.48M
ANBOT
143
American National Bank of Texas
Texas
$7.4M
RC
144
Roundview Capital
New Jersey
$7.18M
KOC
145
Koss-Olinger Consulting
Florida
$7.14M
DADC
146
D.A. Davidson & Co
Montana
$7M
BFO
147
Boston Family Office
Massachusetts
$6.86M
TF
148
TME Financial
California
$6.75M
WA1
149
Wimmer Associates 1
California
$6.71M
MCM
150
Mengis Capital Management
Oregon
$6.66M