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GVAG
Great Valley Advisor Group’s
VanEck High Yield Muni ETF
HYD
Stock Holding History
Great Valley Advisor Group’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
Q2
–
Sell
-85,058
Closed
-$4.35M
–
922
2025
Q1
$4.35M
Buy
85,058
+617
+0.7%
+$32K
0.09%
188
2024
Q4
$4.38M
Buy
84,441
+6,615
+8%
+$346K
0.1%
198
2024
Q3
$4.13M
Buy
77,826
+1,105
+1%
+$57.9K
0.1%
210
2024
Q2
$3.96M
Sell
76,721
-1,338
-2%
-$69.1K
0.11%
192
2024
Q1
$4.08M
Buy
78,059
+2,984
+4%
+$154K
0.12%
179
2023
Q4
$3.88M
Sell
75,075
-4,228
-5%
-$209K
0.14%
167
2023
Q3
$3.89M
Buy
79,303
+387
+0.5%
+$19.6K
0.16%
150
2023
Q2
$4.05M
Sell
78,916
-3,641
-4%
-$187K
0.17%
145
2023
Q1
$4.27M
Buy
82,557
+249
+0.3%
+$12.9K
0.2%
129
2022
Q4
$4.16M
Buy
82,308
+173
+0.2%
+$8.74K
0.21%
113
2022
Q3
$4.1M
Buy
82,135
+3,425
+4%
+$183K
0.23%
108
2022
Q2
$4.24M
Sell
78,710
-459
-0.6%
-$25.1K
0.23%
107
2022
Q1
$4.54M
Buy
79,169
+2,830
+4%
+$169K
0.27%
94
2021
Q4
$4.77M
Buy
76,339
+3,078
+4%
+$192K
0.29%
89
2021
Q3
$4.58M
Buy
73,261
+2,263
+3%
+$144K
0.32%
81
2021
Q2
$4.52M
Buy
70,998
+2,836
+4%
+$178K
0.33%
76
2021
Q1
$4.24M
Buy
68,162
+4,781
+8%
+$297K
0.41%
51
2020
Q4
$3.9M
Buy
63,381
+2,955
+5%
+$178K
0.4%
55
2020
Q3
$3.61M
Buy
60,426
+49,514
+454%
+$2.96M
0.44%
56
2020
Q2
$647K
Buy
+10,912
New
+$615K
0.11%
199
Other funds holding HYD
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Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
SEI Investments
Oaks, Pennsylvania
$108B AUM
26.14%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
Focus Partners Wealth
Boston, Massachusetts
$89.9B AUM
20.5%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
AssetMark Inc
Concord, California
$49B AUM
17.78%
1-Year Est. Return
Commonwealth Equity Services
Waltham, Massachusetts
$71.6B AUM
21.08%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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