Vanguard NY Tax-Ex BondMUNYETF
13F holders, Q3 2025 (September 30)16holders +12
14new positions
2sold out
$103.10avg. 13F price*
At the end of Q3 2025, 16 institutions reported holding Vanguard NY Tax-Ex Bond (MUNY) in their 13F filings, up 12 from Q2 2025. 14 opened new positions and 2 sold out. The largest holders were Francis Financial, Inc. ($13.3M), Bridgewater Advisors Inc. ($8.9M) and Old Mission Capital LLC ($2.0M).
- Company
- Vanguard NY Tax-Ex Bond
- CUSIP
- 92204H400
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $14.6M |
| Exits | 2 | $969K |
All 13F filers, Q2 2025 → Q3 2025: 151,397 shares bought and 49,702 shares sold, net +101,695 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 16 holders
| Francis Financial, Inc. | 2.37% | Add +8.4% | 129,166 | $13.3M |
| Bridgewater Advisors Inc. | 0.62% | New | 85,907 | $8.9M |
| Old Mission Capital LLC | 0.07% | New | 19,898 | $2.0M |
| Jane Street Group, LLC | 0.00% | Reduce -80.2% | 9,936 | $1.0M |
| Tortoise Investment Management, LLC | 0.05% | New | 5,890 | $606K |
| Bell Investment Advisors, Inc | 0.08% | New | 4,622 | $476K |
| Commonwealth Equity Services, LLC | 0.00% | New | 4,155 | $428K |
| Satovsky Asset Management LLC | 0.08% | New | 4,017 | $414K |
| American Financial & Tax Strategies Inc. | 0.18% | New | 3,469 | $357K |
| Two West Capital Advisors LLC | 0.18% | New | 2,861 | $297K |
| Crestwood Advisors Group, LLC | 0.01% | New | 2,850 | $293K |
| Rialto Wealth Management, LLC | 0.06% | New | 2,154 | $222K |
| Wealthspire Advisors, LLC | 0.00% | New | 2,093 | $215K |
| Private Advisor Group, LLC | 0.00% | New | 2,000 | $206K |
| Rise Advisors, LLC | 0.05% | New | 1,225 | $126K |
| Elequin Capital, LP | 0.00% | New | 211 | $22K |
"% 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.