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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
WA1
151
Wimmer Associates 1
California
$6.71M
MCM
152
Mengis Capital Management
Oregon
$6.66M
FIA
153
Foundations Investment Advisors
Arizona
$6.64M
LWP
154
Laurel Wealth Planning
Minnesota
$6.64M
TC
155
Tacita Capital
Ontario, Canada
$6.62M
TI
156
TTP Investments
California
$6.51M
Comerica Bank
157
Comerica Bank
Texas
$6.35M
GIA
158
Gladstone Institutional Advisory
Florida
$6.3M
CA
159
Cornerstone Advisory
Maryland
$6.14M
ACG
160
Allen Capital Group
Nebraska
$6.04M
LSL
161
Legacy Solutions LLC
Pennsylvania
$6.02M
ATC
162
Argent Trust Co
Tennessee
$5.99M
S
163
Sunpointe
Missouri
$5.95M
MFG
164
Midwest Financial Group
Kansas
$5.89M
FLPIM
165
F.L. Putnam Investment Management
Massachusetts
$5.79M
AWM
166
Axxcess Wealth Management
California
$5.79M
FFA
167
Fortune Financial Advisors
Kansas
$5.76M
SWM
168
Selby Wealth Management
California
$5.69M
SEIA
169
Signature Estate & Investment Advisors
California
$5.51M
BPA
170
Beacon Pointe Advisors
California
$5.42M
TP
171
Tranquility Partners
Tennessee
$5.39M
DWM
172
Ducere Wealth Management
California
$5.35M
MWM
173
Modern Wealth Management
Kansas
$5.33M
Truist Financial
174
Truist Financial
North Carolina
$5.14M
Lido Advisors
175
Lido Advisors
California
$5.07M