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Donaldson Capital Management’s VanEck High Yield Muni ETF HYD Stock Holding History

Donaldson Capital Management’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
2026
Q1 		$296K Hold
5,898
– – 0.01% 213
2025
Q4 		$302K Hold
5,898
– – 0.01% 203
2025
Q3 		$300K Buy
+5,898
New +$293K 0.01% 198

Other funds holding HYD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Donaldson Capital Management's HYD Position: Q1 2026 in Review

Donaldson Capital Management held its VanEck High Yield Muni ETF (HYD) position steady in Q1 2026 at 5,898 shares worth $296K. The position accounts for 0.01% of the portfolio, ranked #213.

Donaldson Capital Management first reported a position in HYD in Q3 2025 and has held it in 3 quarters since. The position peaked at $302K in Q4 2025. 344 funds tracked by Wall St. Rank hold HYD as of Q1 2026.

  • Donaldson Capital Management held 5,898 shares of VanEck High Yield Muni ETF worth $296K as of Q1 2026.
  • Donaldson Capital Management left its VanEck High Yield Muni ETF share count unchanged in Q1 2026.
  • VanEck High Yield Muni ETF made up 0.01% of Donaldson Capital Management's portfolio in Q1 2026, its #213 holding.
  • Donaldson Capital Management first reported a position in VanEck High Yield Muni ETF in Q3 2025 and has held it in 3 quarters since.
  • Donaldson Capital Management's VanEck High Yield Muni ETF position peaked at $302K in Q4 2025.
  • 344 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q1 2026.

Based on Donaldson Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.