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Brandywine Oak Private Wealth’s VanEck High Yield Muni ETF HYD Stock Holding History

Brandywine Oak Private Wealth’s Portfolio HYD Stock Details HYD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,199
Closed -$218K – 230
2024
Q4 		$218K Sell
4,199
-1,616
-28% -$84.5K 0.02% 218
2024
Q3 		$309K Sell
5,815
-42
-0.7% -$2.2K 0.03% 194
2024
Q2 		$303K Hold
5,857
– – 0.03% 188
2024
Q1 		$306K Sell
5,857
-194
-3% -$10K 0.03% 194
2023
Q4 		$312K Sell
6,051
-902
-13% -$44.7K 0.03% 185
2023
Q3 		$341K Hold
6,953
– – 0.04% 175
2023
Q2 		$357K Hold
6,953
– – 0.04% 182
2023
Q1 		$360K Sell
6,953
-1,576
-18% -$81.4K 0.04% 182
2022
Q4 		$431K Sell
8,529
-19,168
-69% -$969K 0.05% 167
2022
Q3 		$1.38M Sell
27,697
-8,964
-24% -$478K 0.19% 77
2022
Q2 		$1.97M Buy
36,661
+9,323
+34% +$509K 0.25% 65
2022
Q1 		$1.57M Buy
27,338
+3,978
+17% +$238K 0.18% 92
2021
Q4 		$1.46M Hold
23,360
– – 0.16% 99
2021
Q3 		$1.46M Hold
23,360
– – 0.17% 92
2021
Q2 		$1.49M Hold
23,360
– – 0.17% 91
2021
Q1 		$1.45M Sell
23,360
-12
-0.1% -$745 0.21% 70
2020
Q4 		$1.44M Hold
23,372
– – 0.22% 71
2020
Q3 		$1.4M Buy
23,372
+1
+0% +$60 0.23% 66
2020
Q2 		$1.39M Sell
23,371
-32
-0.1% -$1.8K 0.25% 68
2020
Q1 		$1.22M Buy
23,403
+17,449
+293% +$1.07M 0.25% 65
2019
Q4 		$381K Buy
5,954
+1,195
+25% +$76.7K 0.07% 147
2019
Q3 		$306K Sell
4,759
-1,076
-18% -$69K 0.06% 165
2019
Q2 		$372K Buy
5,835
+626
+12% +$39.5K 0.07% 135
2019
Q1 		$326K Sell
5,209
-929
-15% -$57.2K 0.07% 146
2018
Q4 		$365K Buy
+6,138
New +$374K 0.08% 116

Other funds holding HYD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Brandywine Oak Private Wealth's HYD Position: Q1 2025 in Review

Brandywine Oak Private Wealth sold out of VanEck High Yield Muni ETF (HYD) in Q1 2025, closing a stake of 4,199 shares — an estimated $218K sold.

Brandywine Oak Private Wealth first reported a position in HYD in Q4 2018 and held it in 25 quarters. The position peaked at $1.97M in Q2 2022. 345 funds tracked by Wall St. Rank hold HYD as of Q1 2025.

  • Brandywine Oak Private Wealth reported no remaining VanEck High Yield Muni ETF position as of Q1 2025 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 4,199 VanEck High Yield Muni ETF shares in Q1 2025, an estimated $218K.
  • Brandywine Oak Private Wealth first reported a position in VanEck High Yield Muni ETF in Q4 2018 and held it in 25 quarters.
  • Brandywine Oak Private Wealth's VanEck High Yield Muni ETF position peaked at $1.97M in Q2 2022.
  • 345 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q1 2025.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2025, filed 7 May 2025.