Farther Finance Advisors, LLC SHYD — VANECK SHORT HIGH YIELD MUNI ETF

Ownership history in Farther Finance Advisors, LLC  ·  8 quarters on record

AI Ownership Summary

Farther Finance Advisors, LLC reported VANECK SHORT HIGH YIELD MUNI ETF (SHYD) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q2. The latest visible filing shows SHYD at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SHYD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Farther Finance Advisors, LLC's position in VANECK SHORT HIGH YIELD MUNI ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SHYD was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SHYD stock page Farther Finance Advisors, LLC fund profile Farther Finance Advisors, LLC full holdings
How Farther Finance Advisors, LLC held SHYD — position size vs. price
% of Fund (quarterly)    SHYD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 7,174 -340 -4.5% 0.00% $164K 2026-07-17 $22.77
2026 Q1 UNCHANGED — — — 7,514 — 0% 0.00% $170K 2026-04-07 $22.43
2025 Q4 ADDED — — — 7,514 +2,292 +43.9% 0.00% $172K 2026-01-23 $22.61
2025 Q3 ADDED — — — 5,222 +4,422 +552.8% 0.00% $120K 2025-10-14 $22.13
2025 Q2 UNCHANGED — — — 800 — 0% 0.00% $18K 2025-07-11 $21.72
2025 Q1 UNCHANGED — — — 800 — 0% 0.00% $18K 2025-04-14 $21.16
2024 Q4 UNCHANGED — — — 800 — 0% 0.00% $18K 2025-02-10 $21.57
2024 Q3 INITIATED — — — 800 — — 0.00% $18K 2024-10-29 $21.29

🏢 Other funds also holding SHYD

As of 2026 Q2 — sorted by position size

VAQUERO PRIVATE WEALTH, LTD 0.92% Blake Schutter Theil Wealth Advisors, LLC 0.64% Fragasso Financial Advisors Inc 3Y 7Y 0.33% JACOBSON & SCHMITT ADVISORS, LLC 3Y 7Y 0.15% Breakwater Capital Group 3Y 0.15% 1620 INVESTMENT ADVISORS, INC. 3Y 0.14% Innova Wealth Partners 3Y 0.1% PENOBSCOT WEALTH MANAGEMENT 3Y 0.09% Dynamic Advisor Solutions LLC 3Y 7Y 0.08% Syntegra Private Wealth Group, LLC 3Y 0.07%

FAQ About Farther Finance Advisors, LLC and SHYD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Farther Finance Advisors, LLC reported owning SHYD?

Farther Finance Advisors, LLC reported SHYD across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported SHYD position in Farther Finance Advisors, LLC's portfolio?

The largest reported portfolio weight for SHYD was 0.00% in 2025 Q4.

What is the latest reported SHYD position on this page?

The most recent filing on this page is 2026 Q2, when Farther Finance Advisors, LLC reported 7,174 shares, equal to 0.00% of portfolio, with an estimated market value of $164K.

What does the chart on this SHYD ownership page compare?

The chart compares Farther Finance Advisors, LLC's quarterly SHYD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Farther Finance Advisors, LLC time their SHYD position?

Based on 13F filing dates vs. subsequent SHYD price moves, Farther Finance Advisors, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on SHYD relative to SPY over the holding period was -10.9%.

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