Vanguard NY Tax-Ex BondMUNYETF
13F holders, Q2 2026 (June 30)58holders +14
20new positions
6sold out
$103.42avg. 13F price*
At the end of Q2 2026, 58 institutions reported holding Vanguard NY Tax-Ex Bond (MUNY) in their 13F filings, up 14 from Q1 2026. 20 opened new positions and 6 sold out. The largest holders were Bridgewater Advisors Inc. ($29.2M), Francis Financial, Inc. ($17.7M) and WNY Asset Management, LLC ($8.5M).
- Company
- Vanguard NY Tax-Ex Bond
- CUSIP
- 92204H400
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $12.1M |
| Exits | 6 | $2.7M |
All 13F filers, Q1 2026 → Q2 2026: 276,529 shares bought and 106,435 shares sold, net +170,094 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 58 holders
| Bridgewater Advisors Inc. | 1.59% | Add +8.1% | 287,315 | $29.2M |
| Francis Financial, Inc. | 2.91% | Add +13.9% | 170,398 | $17.7M |
| WNY Asset Management, LLC | 0.76% | Add +2.7% | 81,565 | $8.5M |
| Ieq Capital, LLC | 0.04% | Reduce -6.5% | 77,012 | $8.0M |
| Ogorek Anthony Joseph /NY/ | 1.49% | Add +1086.5% | 57,890 | $6.0M |
| Rialto Wealth Management, LLC | 0.87% | Add +64.0% | 42,042 | $4.4M |
| Guggenheim Capital LLC | 0.03% | Add +44.0% | 40,706 | $4.2M |
| Savvy Advisors, Inc. | 0.07% | New | 32,273 | $3.4M |
| HighTower Advisors, LLC | 0.00% | Reduce -9.1% | 28,642 | $3.0M |
| Tortoise Investment Management, LLC | 0.20% | Reduce -5.2% | 25,410 | $2.6M |
| Rise Advisors, LLC | 0.66% | Reduce -8.2% | 22,643 | $2.4M |
| Bank of America Corp. | 0.00% | Add +54.5% | 21,115 | $2.2M |
| Satovsky Asset Management LLC | 0.34% | Add +21.6% | 20,615 | $2.1M |
| Arax Advisory Partners | 0.01% | New | 19,456 | $2.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +7.4% | 16,875 | $1.8M |
| LPL Financial LLC | 0.00% | Add +143.0% | 16,252 | $1.7M |
| Hennion & Walsh Asset Management, Inc. | 0.04% | Add +26.7% | 13,842 | $1.4M |
| Family Manage LLC | 0.10% | New | 9,610 | $999K |
| Prospect Financial Services LLC | 0.49% | New | 9,234 | $960K |
| LifeGoal Investments, LLC | 0.41% | Add +0.8% | 8,536 | $888K |
| Creative Planning | 0.00% | No change | 8,170 | $850K |
| Richard C. Young & CO., LTD. | 0.05% | New | 6,758 | $703K |
| Joel Isaacson & Co., LLC | 0.02% | Add +15.3% | 5,941 | $618K |
| Chatham Capital Group, Inc. | 0.08% | Add +1.7% | 5,900 | $614K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -14.3% | 5,895 | $613K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -5.1% | 5,823 | $606K |
| Raymond James Financial Inc. | 0.00% | Add +21.1% | 5,750 | $598K |
| Graney & King, LLC | 0.21% | Add +12.8% | 5,580 | $580K |
| Main Street Financial Solutions, LLC | 0.04% | Add +77.8% | 5,345 | $556K |
| American Financial & Tax Strategies Inc. | 0.23% | No change | 5,000 | $520K |
| Bell Investment Advisors, Inc | 0.07% | Add +0.8% | 4,783 | $497K |
| Old Mission Capital LLC | 0.01% | New | 4,731 | $492K |
| Parallel Advisors, LLC | 0.01% | Add +1493.2% | 4,461 | $464K |
| Compass Planning Associates Inc | 0.24% | No change | 4,357 | $453K |
| Quantinno Capital Management LP | 0.00% | New | 4,272 | $444K |
| SageView Advisory Group, LLC | 0.01% | No change | 4,182 | $435K |
| Wealthspire Advisors, LLC | 0.00% | No change | 4,119 | $428K |
| Equitable Holdings, Inc. | 0.00% | New | 4,090 | $425K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 3,851 | $401K |
| Myecfo, LLC | 0.14% | New | 3,560 | $370K |
| Sandhill Capital Partners LLC | 0.03% | New | 3,461 | $360K |
| OakTrust Wealth Advisors, LLC | 0.30% | New | 3,298 | $343K |
| Strategic Advisors LLC | 0.07% | New | 3,213 | $334K |
| Two West Capital Advisors LLC | 0.15% | Add +0.8% | 2,930 | $301K |
| Jane Street Group, LLC | 0.00% | Reduce -96.0% | 2,851 | $297K |
| Canandaigua National Bank & Trust Co. | 0.02% | — | 2,728 | $284K |
| Cetera Investment Advisers | 0.00% | New | 2,583 | $269K |
| Platt Wealth Management LLC | 0.20% | No change | 2,400 | $249K |
| CWA Asset Management Group, LLC | 0.01% | New | 2,100 | $218K |
| Bouchey Financial Group, Ltd. | 0.01% | Add +5.8% | 2,086 | $217K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 1,929 | $201K |
| S.A. Mason LLC | 0.04% | No change | 1,110 | $115K |
| Fiduciary Financial Advisors | 0.01% | New | 1,036 | $108K |
| Timbuktu Capital Management, LLC | 0.16% | — | 1,000 | $104K |
| Wells Fargo & Company | 0.00% | New | 200 | $21K |
| Morgan Stanley | 0.00% | Add +19900.0% | 200 | $21K |
| FMR LLC | 0.00% | New | 181 | $19K |
| Raffa Wealth Management, LLC | 0.00% | New | 94 | $10K |
"% of holder's portfolio" is MUNY's weight in each manager's 13F, not the share of Vanguard NY Tax-Ex Bond the manager owns.