Orcam Financial Group’s VanEck High Yield Muni ETF HYD Stock Holding History

Orcam Financial 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
2026 Q2	$1.48M	Buy	28,714 +14	+0%	+$715	0.72%	27
2026 Q1	$1.44M	Buy	28,700 +9	+0%	+$459	1.02%	19
2025 Q4	$1.47M	Buy	28,691 +7,518	+36%	+$383K	1.1%	17
2025 Q3	$1.08M	Buy	21,173 +15	+0.1%	+$746	0.87%	22
2025 Q2	$1.06M	Buy	21,158 +13	+0.1%	+$649	0.92%	21
2025 Q1	$1.08M	Buy	21,145 +9	+0%	+$466	1.01%	21
2024 Q4	$1.1M	Buy	21,136 +16	+0.1%	+$837	1.06%	20
2024 Q3	$1.12M	Sell	21,120 -1,880	-8%	-$98.5K	1.09%	20
2024 Q2	$1.19M	Buy	23,000 +36	+0.2%	+$1.86K	1.27%	16
2024 Q1	$1.2M	Buy	22,964 +32	+0.1%	+$1.65K	1.31%	16
2023 Q4	$1.18M	Sell	22,932 -717	-3%	-$35.5K	1.45%	14
2023 Q3	$1.16M	Buy	23,649 +1,332	+6%	+$67.4K	1.56%	13
2023 Q2	$1.15M	Buy	22,317 +15	+0.1%	+$769	1.58%	13
2023 Q1	$1.15M	Buy	22,302 +29	+0.1%	+$1.5K	1.6%	13
2022 Q4	$1.13M	Buy	+22,273	New	+$1.13M	1.73%	15
2022 Q2	–	Sell	-3,592	Closed	-$206K	–	31
2022 Q1	$206K	Buy	3,592 +24	+0.7%	+$1.44K	0.29%	32
2021 Q4	$223K	Buy	+3,568	New	+$222K	0.31%	32

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

Orcam Financial Group's HYD Position: Q2 2026 in Review

Orcam Financial Group increased its VanEck High Yield Muni ETF (HYD) stake by 0.05% in Q2 2026, buying an estimated $715 and bringing the position to 28,714 shares worth $1.48M. The position accounts for 0.72% of the portfolio, ranked #27.

Orcam Financial Group first reported a position in HYD in Q4 2021 and has held it in 17 quarters since. 370 funds tracked by Wall St. Rank hold HYD as of Q2 2026.

Orcam Financial Group held 28,714 shares of VanEck High Yield Muni ETF worth $1.48M as of Q2 2026.
Orcam Financial Group bought 14 VanEck High Yield Muni ETF shares in Q2 2026, an estimated $715.
VanEck High Yield Muni ETF made up 0.72% of Orcam Financial Group's portfolio in Q2 2026, its #27 holding.
Orcam Financial Group first reported a position in VanEck High Yield Muni ETF in Q4 2021 and has held it in 17 quarters since.
370 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2026.

Based on Orcam Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.