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Vision Retirement’s VanEck High Yield Muni ETF HYD Stock Holding History

Vision Retirement’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 		$4.33K Hold
84
– – ﹤0.01% 523
2026
Q1 		$4.21K Hold
84
– – ﹤0.01% 506
2025
Q4 		$4.29K Buy
+84
New +$4.28K ﹤0.01% 495

Other funds holding HYD

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AssetMark Inc
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Vision Retirement's HYD Position: Q2 2026 in Review

Vision Retirement held its VanEck High Yield Muni ETF (HYD) position steady in Q2 2026 at 84 shares worth $4.33K. The position accounts for ﹤0.01% of the portfolio, ranked #523.

Vision Retirement first reported a position in HYD in Q4 2025 and has held it in 3 quarters since. 353 funds tracked by Wall St. Rank hold HYD as of Q2 2026.

  • Vision Retirement held 84 shares of VanEck High Yield Muni ETF worth $4.33K as of Q2 2026.
  • Vision Retirement left its VanEck High Yield Muni ETF share count unchanged in Q2 2026.
  • VanEck High Yield Muni ETF made up ﹤0.01% of Vision Retirement's portfolio in Q2 2026, its #523 holding.
  • Vision Retirement first reported a position in VanEck High Yield Muni ETF in Q4 2025 and has held it in 3 quarters since.
  • 353 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.