Stock ownership · SEC 13F · Q4 2025

VANECK MORNINGSTAR WIDE

Who owns VANECK MORNINGSTAR WIDE (CUSIP 92189F643)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.

$30.9M
Reported value
11
Institutions
95%
Top-5 share

The verdict

According to SEC Form 13F-HR filings in this corpus, VANECK MORNINGSTAR WIDE ranks #275 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 11 institutions report $30.9M as of Q4 2025, with ownership dominated by its top few institutional owners.

11
institutions hold it
$30.9M
reported 13F value
95%
held by top 5
#275
of 775 by value

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

According to SEC Form 13F-HR filings in this corpus, VANECK MORNINGSTAR WIDE ranks #275 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 92189F643 · Q4 2025 $31M reported

VALUE-MID · HOLDERS-NARROW · CONC-DOM · PHOTO-FINISH · ACTIVITY-QUIET · BOOK-FULL

  • VALUE-MID #275/775
  • HOLDERS-NARROW 11 filers
  • CONC-DOM 95% top-5
  • PHOTO-FINISH VANGUARD LARGE CAP ETF
  • ACTIVITY-QUIET 0 new
  • BOOK-FULL 8Q history

Photo-finish peer on reported value: VANGUARD LARGE CAP ETF

Read with: Ownership concentration guide - VANECK MORNINGSTAR WIDE's top-five holders account for 95% of reported value — read concentration before treating any single filer as a signal.

Reported-value neighbourhood · VANECK MORNINGSTAR WIDE

Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.

INVESCO EXCH TRD SLF IDX FD …$31MVANGUARD LARGE CAP ETF · near$31MVANECK MORNINGSTAR WIDE · th…$31MPROLOGIS . · near$31MCHUBB F · near$31M
Aggregate reported institutional value ($)

VANECK MORNINGSTAR WIDE vs. the broadly-held institutional universe

Where this security's reporting-institution count sits among tracked 13F securities

11 Top 67% higher than 33% of 216 securities

Broadly-held tracked securities, banded by reporting-institution count

Each bar is a band; taller bars hold more securities. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.

Source SEC Form 13F-HR filings · Q4 2025

Largest institutional holders of VANECK MORNINGSTAR WIDE
  1. 1
  2. 2
    46 Peaks LLC $9.7M
  3. 3
  4. 4
  5. 5
  6. 6

Top 6 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a VANECK MORNINGSTAR WIDE position has risen from 4 to 11 over the last 8 quarters of 13F filings.

024681012 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 11
Distinct 13F filers holding VANECK MORNINGSTAR WIDE, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Coastline Complete Wealth LLC 128,435 $13.3M 43.1%
2 46 Peaks LLC 93,587 $9.7M 31.4%
3 Westshore Wealth, LLC 28,562 $3.0M 9.6%
4 Cross Staff Investments Inc 25,230 $2.6M 8.5%
5 Anchor Investment Management, LLC 8,369 $867K 2.8%
6 OakTrust Wealth Advisors, LLC 6,210 $643K 2.1%
7 TD Capital Management LLC 2,909 $301K 1.0%
8 Ketron Financial 2,452 $254K 0.8%
9 MidFirst Bank 1,862 $193K 0.6%
10 Banque Transatlantique SA 447 $46K 0.1%
11 Strategic Investment Solutions, Inc. /IL 42 $4K 0.0%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among VANECK MORNINGSTAR WIDE's reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
99.9%
Shared-defined discretion (DFND)
0.1%

Frequently Asked Questions

How many institutions hold VANECK MORNINGSTAR WIDE?▼
VANECK MORNINGSTAR WIDE is held by 11 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
Where does VANECK MORNINGSTAR WIDE sit among tracked securities?▼
According to SEC Form 13F-HR filings in this corpus, VANECK MORNINGSTAR WIDE ranks #275 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. The ordinal is recomputed live among securities with ≥5 reporting holders. See /methodology/#corpus-placement.
What is the total institutional value of VANECK MORNINGSTAR WIDE?▼
Institutions report $30.9M of VANECK MORNINGSTAR WIDE as of Q4 2025.
How concentrated is ownership of VANECK MORNINGSTAR WIDE?▼
The top five institutional holders account for 95% of the reported institutional value in VANECK MORNINGSTAR WIDE, making ownership dominated by its top few institutional owners.
Who is the largest institutional holder of VANECK MORNINGSTAR WIDE?▼
Coastline Complete Wealth LLC is the largest reported holder of VANECK MORNINGSTAR WIDE with $13.3M across 128,435 shares as of Q4 2025.

Nationwide stocks with similar institutional value or holder count

Two 13F-derived peer sets for VANECK MORNINGSTAR WIDE: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.

Similar reported value

Nearest stocks by aggregate 13F reported value ($30.9M here).

Similar holder count

Nearest stocks by number of disclosing 13F holders (11 here).

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-09-26.