SageView Advisory Group’s VanEck High Yield Muni ETF HYD Stock Holding History

SageView Advisory 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	$575K	Hold	11,169	–	–	0.02%	340
2026 Q1	$560K	Hold	11,169	–	–	0.02%	331
2025 Q4	$571K	Sell	11,169 -67,649	-86%	-$3.45M	0.02%	339
2025 Q3	$4.01M	Buy	78,818 +5,214	+7%	+$259K	0.14%	98
2025 Q2	$3.61M	Hold	73,604	–	–	0.14%	91
2025 Q1	$3.77M	Sell	73,604 -2,262	-3%	-$117K	0.16%	72
2024 Q4	$3.94M	Sell	75,866 -9,149	-11%	-$479K	0.17%	73
2024 Q3	$4.51M	Buy	+85,015	New	+$4.45M	0.23%	58
2024 Q2	–	Hold	0	–	–	–	62
2023 Q4	–	Sell	-5,174	Closed	-$256K	–	62
2023 Q3	$254K	Buy	+5,174	New	+$262K	0.01%	457

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

SageView Advisory Group's HYD Position: Q2 2026 in Review

SageView Advisory Group held its VanEck High Yield Muni ETF (HYD) position steady in Q2 2026 at 11,169 shares worth $575K. The position accounts for 0.02% of the portfolio, ranked #340.

SageView Advisory Group first reported a position in HYD in Q3 2023 and has held it in 9 quarters since. The position peaked at $4.51M in Q3 2024. 371 funds tracked by Wall St. Rank hold HYD as of Q2 2026.

SageView Advisory Group held 11,169 shares of VanEck High Yield Muni ETF worth $575K as of Q2 2026.
SageView Advisory Group left its VanEck High Yield Muni ETF share count unchanged in Q2 2026.
VanEck High Yield Muni ETF made up 0.02% of SageView Advisory Group's portfolio in Q2 2026, its #340 holding.
SageView Advisory Group first reported a position in VanEck High Yield Muni ETF in Q3 2023 and has held it in 9 quarters since.
SageView Advisory Group's VanEck High Yield Muni ETF position peaked at $4.51M in Q3 2024.
371 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.