White & Co Financial Planning’s VanEck Long Muni ETF MLN Stock Holding History

White & Co Financial Planning’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	$2.03M	Buy	114,023 +6,269	+6%	+$110K	1.26%	16
2026 Q1	$1.88M	Buy	107,754 +8,413	+8%	+$148K	1.32%	17
2025 Q4	$1.74M	Hold	99,341	–	–	1.3%	16
2025 Q3	$1.74M	Buy	99,341 +6,595	+7%	+$112K	1.31%	16
2025 Q2	$1.56M	Sell	92,746 -3,084	-3%	-$52.2K	1.25%	16
2025 Q1	$1.66M	Buy	95,830 +2,478	+3%	+$43.8K	1.43%	15
2024 Q4	$1.67M	Buy	+93,352	New	+$1.68M	1.42%	16

Other funds holding MLN

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

White & Co Financial Planning's MLN Position: Q2 2026 in Review

White & Co Financial Planning increased its VanEck Long Muni ETF (MLN) stake by 5.8% in Q2 2026, buying an estimated $110K and bringing the position to 114,023 shares worth $2.03M. The position accounts for 1.26% of the portfolio, ranked #16.

White & Co Financial Planning first reported a position in MLN in Q4 2024 and has held it in 7 quarters since. 139 funds tracked by Wall St. Rank hold MLN as of Q2 2026.

White & Co Financial Planning held 114,023 shares of VanEck Long Muni ETF worth $2.03M as of Q2 2026.
White & Co Financial Planning bought 6,269 VanEck Long Muni ETF shares in Q2 2026, an estimated $110K.
VanEck Long Muni ETF made up 1.26% of White & Co Financial Planning's portfolio in Q2 2026, its #16 holding.
White & Co Financial Planning first reported a position in VanEck Long Muni ETF in Q4 2024 and has held it in 7 quarters since.
139 funds tracked by Wall St. Rank held VanEck Long Muni ETF as of Q2 2026.

Based on White & Co Financial Planning's 13F filing for Q2 2026, filed 16 Jul 2026.