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Ogorek Anthony Joseph’s VanEck Long Muni ETF MLN Stock Holding History

Ogorek Anthony Joseph’s Portfolio MLN Stock Details MLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.53M Buy
86,344
+632
+0.7% +$11.1K 0.38% 39
2026
Q1 		$1.49M Sell
85,712
-809
-0.9% -$14.2K 0.41% 33
2025
Q4 		$1.52M Sell
86,521
-21,318
-20% -$375K 0.42% 36
2025
Q3 		$1.89M Sell
107,839
-6,804
-6% -$115K 0.54% 31
2025
Q2 		$1.94M Sell
114,643
-74,803
-39% -$1.27M 0.6% 28
2025
Q1 		$3.29M Sell
189,446
-7,724
-4% -$137K 1.08% 20
2024
Q4 		$3.52M Sell
197,170
-141,418
-42% -$2.55M 1.12% 20
2024
Q3 		$6.2M Sell
338,588
-88,622
-21% -$1.6M 2.13% 15
2024
Q2 		$7.63M Sell
427,210
-3,199
-0.7% -$57K 2.65% 11
2024
Q1 		$7.75M Sell
430,409
-21,480
-5% -$387K 2.69% 11
2023
Q4 		$8.25M Sell
451,889
-1,396
-0.3% -$23.9K 3% 8
2023
Q3 		$7.57M Sell
453,285
-27,413
-6% -$480K 2.99% 9
2023
Q2 		$8.63M Buy
480,698
+1,115
+0.2% +$20K 3.3% 7
2023
Q1 		$8.64M Buy
479,583
+5,225
+1% +$93.1K 3.53% 8
2022
Q4 		$8.28M Buy
474,358
+387,243
+445% +$6.63M 3.6% 7
2022
Q3 		$1.45M Buy
+87,115
New +$1.56M 0.69% 36

Other funds holding MLN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WJA
Willis Johnson & Associates Houston, Texas $1.8B AUM 20.19% 1-Year Est. Return

Ogorek Anthony Joseph's MLN Position: Q2 2026 in Review

Ogorek Anthony Joseph increased its VanEck Long Muni ETF (MLN) stake by 0.74% in Q2 2026, buying an estimated $11.1K and bringing the position to 86,344 shares worth $1.53M. The position accounts for 0.38% of the portfolio, ranked #39.

Ogorek Anthony Joseph first reported a position in MLN in Q3 2022 and has held it in 16 quarters since. The position peaked at $8.64M in Q1 2023. 141 funds tracked by Wall St. Rank hold MLN as of Q2 2026.

  • Ogorek Anthony Joseph held 86,344 shares of VanEck Long Muni ETF worth $1.53M as of Q2 2026.
  • Ogorek Anthony Joseph bought 632 VanEck Long Muni ETF shares in Q2 2026, an estimated $11.1K.
  • VanEck Long Muni ETF made up 0.38% of Ogorek Anthony Joseph's portfolio in Q2 2026, its #39 holding.
  • Ogorek Anthony Joseph first reported a position in VanEck Long Muni ETF in Q3 2022 and has held it in 16 quarters since.
  • Ogorek Anthony Joseph's VanEck Long Muni ETF position peaked at $8.64M in Q1 2023.
  • 141 funds tracked by Wall St. Rank held VanEck Long Muni ETF as of Q2 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q2 2026, filed 7 Aug 2026.