Vermillion & White Wealth Management Group’s VanEck High Yield Muni ETF HYD Stock Holding History

Vermillion & White Wealth Management 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 Q1	–	Sell	-349	Closed	-$17.8K	–	267
2025 Q4	$17.8K	Hold	349	–	–	0.01%	267
2025 Q3	$17.8K	Sell	349 -89	-20%	-$4.43K	0.01%	269
2025 Q2	$22K	Hold	438	–	–	0.01%	229
2025 Q1	$22.4K	Hold	438	–	–	0.02%	185
2024 Q4	$22.7K	Hold	438	–	–	0.02%	187
2024 Q3	$23.2K	Hold	438	–	–	0.02%	172
2024 Q2	$22.6K	Hold	438	–	–	0.02%	175
2024 Q1	$22.9K	Hold	438	–	–	0.02%	160
2023 Q4	$22.6K	Buy	+438	New	+$21.7K	0.02%	135

Other funds holding HYD

Bank of America 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

AFI

American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

FFM

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Vermillion & White Wealth Management Group's HYD Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of VanEck High Yield Muni ETF (HYD) in Q1 2026, closing a stake of 349 shares — an estimated $17.8K sold.

Vermillion & White Wealth Management Group first reported a position in HYD in Q4 2023 and held it in 9 quarters. The position peaked at $23.2K in Q3 2024. 344 funds tracked by Wall St. Rank hold HYD as of Q1 2026.

Vermillion & White Wealth Management Group reported no remaining VanEck High Yield Muni ETF position as of Q1 2026 after selling out during the quarter.
Vermillion & White Wealth Management Group sold 349 VanEck High Yield Muni ETF shares in Q1 2026, an estimated $17.8K.
Vermillion & White Wealth Management Group first reported a position in VanEck High Yield Muni ETF in Q4 2023 and held it in 9 quarters.
Vermillion & White Wealth Management Group's VanEck High Yield Muni ETF position peaked at $23.2K in Q3 2024.
344 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.