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 Q2	$304K	Hold	5,898	–	–	0.01%	261
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Donaldson Capital Management's HYD Position: Q2 2026 in Review

Donaldson Capital Management held its VanEck High Yield Muni ETF (HYD) position steady in Q2 2026 at 5,898 shares worth $304K. The position accounts for 0.01% of the portfolio, ranked #261.

Donaldson Capital Management first reported a position in HYD in Q3 2025 and has held it in 4 quarters since. 374 funds tracked by Wall St. Rank hold HYD as of Q2 2026.

Donaldson Capital Management held 5,898 shares of VanEck High Yield Muni ETF worth $304K as of Q2 2026.
Donaldson Capital Management left its VanEck High Yield Muni ETF share count unchanged in Q2 2026.
VanEck High Yield Muni ETF made up 0.01% of Donaldson Capital Management's portfolio in Q2 2026, its #261 holding.
Donaldson Capital Management first reported a position in VanEck High Yield Muni ETF in Q3 2025 and has held it in 4 quarters since.
374 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2026.

Based on Donaldson Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.