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VanEck Morningstar Wide Moat ETF

717 hedge funds and large institutions have $6.95B invested in VanEck Morningstar Wide Moat ETF in 2026 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 187 increasing their positions, 332 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less funds holding

Funds holding:

less funds holding in top 10

Funds holding in top 10:

10% less capital invested

Capital invested by funds: $7.74B → $6.95B (-$784M)

44% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 332

Holders
717
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
64
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$203K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$71.6M
2 +$25.1M
3 +$17.7M
4
EH
Equitable Holdings
New York
+$14.9M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$14.5M

Top Sellers

1 -$78.1M
2 -$39.1M
3 -$36.5M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$35.6M
5
Ameriprise
Ameriprise
Minnesota
-$34M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
126
MCF Advisors
Kentucky
$8.02M
PJWM
127
Philip James Wealth Mangement
Georgia
$7.89M
OBWG
128
Onyx Bridge Wealth Group
New York
$7.8M
BFA
129
Beaumont Financial Advisors
Massachusetts
$7.76M
TA
130
TPG Advisors
Illinois
$7.69M
FIA
131
Foundations Investment Advisors
Arizona
$7.33M
AF
132
Allworth Financial
California
$7.2M
CFG
133
Copley Financial Group
California
$7.14M
BWG
134
Boomfish Wealth Group
Georgia
$7.1M
SPC
135
Sigma Planning Corp
Michigan
$6.97M
PWM
136
Perigon Wealth Management
California
$6.95M
PFS
137
Paller Financial Services
Colorado
$6.86M
ANBOT
138
American National Bank of Texas
Texas
$6.84M
DC
139
Darrow Company
Massachusetts
$6.78M
MSWA
140
Marshall & Sterling Wealth Advisors
New York
$6.69M
KOC
141
Koss-Olinger Consulting
Florida
$6.67M
RC
142
Roundview Capital
New Jersey
$6.67M
TF
143
TME Financial
California
$6.65M
MCM
144
Mengis Capital Management
Oregon
$6.51M
GC
145
Guilbault Capital
Louisiana
$6.5M
Corient Private Wealth
146
Corient Private Wealth
Florida
$6.5M
BFO
147
Boston Family Office
Massachusetts
$6.49M
TWA
148
Tulsa Wealth Advisors
Oklahoma
$6.39M
LWP
149
Laurel Wealth Planning
Minnesota
$6.19M
WA1
150
Wimmer Associates 1
California
$6.17M