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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
CA
151
Cornerstone Advisory
Maryland
$6.12M -$2.73M -27,940 -31%
GIA
152
Gladstone Institutional Advisory
Florida
$6.09M -$37.8K -387 -0.6%
LSL
153
Legacy Solutions LLC
Pennsylvania
$6.09M -$69.8K -716 -1%
ACG
154
Allen Capital Group
Nebraska
$6.07M -$227K -2,324 -4%
MCM
155
Mengis Capital Management
Oregon
$5.79M +$256K +2,627 +5%
BFO
156
Boston Family Office
Massachusetts
$5.75M -$64.6K -662 -1%
FIA
157
Foundations Investment Advisors
Arizona
$5.74M +$182K +1,869 +3%
MFG
158
Midwest Financial Group
Kansas
$5.64M -$24.1K -247 -0.4%
FFA
159
Fortune Financial Advisors
Kansas
$5.59M -$46.8K -480 -0.8%
ATC
160
Argent Trust Co
Tennessee
$5.57M +$164K +1,678 +3%
SMC
161
Smith, Moore & Co
Missouri
$5.43M +$93K +953 +2%
SEIA
162
Signature Estate & Investment Advisors
California
$5.4M -$73.6K -754 -1%
TP
163
Tranquility Partners
Tennessee
$5.37M -$253K -2,593 -5%
BPA
164
Beacon Pointe Advisors
California
$5.24M +$343K +3,517 +7%
MCA
165
Magnolia Capital Advisors
Mississippi
$5.21M -$3.11M -31,837 -38%
S
166
Sunpointe
Missouri
$5.18M +$538K +5,513 +12%
MWM
167
Modern Wealth Management
Kansas
$5.11M -$340K -3,485 -6%
Truist Financial
168
Truist Financial
North Carolina
$5.07M -$811K -8,314 -14%
PAMG
169
Patton Albertson Miller Group
Tennessee
$5.05M -$773K -7,925 -13%
XF
170
XML Financial
Maryland
$5.01M +$716K +7,336 +17%
Lido Advisors
171
Lido Advisors
California
$4.9M -$286K -2,934 -6%
FPGK
172
Financial Partners Group (Kansas)
Kansas
$4.87M -$207K -2,126 -4%
CIAS
173
Capital Investment Advisory Services
North Carolina
$4.82M +$60.5K +620 +1%
FA
174
Flagstar Advisors
New York
$4.79M -$2.02M -20,665 -30%
FF
175
Farrell Financial
New York
$4.77M -$57.6K -590 -1%