Vanguard NY Tax-Ex BondMUNYETF
13F holders, Q4 2025 (December 31)29holders +13
15new positions
1sold out
$104.94avg. 13F price*
At the end of Q4 2025, 29 institutions reported holding Vanguard NY Tax-Ex Bond (MUNY) in their 13F filings, up 13 from Q3 2025. 15 opened new positions and 1 sold out. The largest holders were Bridgewater Advisors Inc. ($19.2M), Francis Financial, Inc. ($13.6M) and Ieq Capital, LLC ($6.8M).
- Company
- Vanguard NY Tax-Ex Bond
- CUSIP
- 92204H400
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $13.4M |
| Exits | 1 | $126K |
All 13F filers, Q3 2025 → Q4 2025: 277,830 shares bought and 17,190 shares sold, net +260,640 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 29 holders
| Bridgewater Advisors Inc. | 1.24% | Add +115.5% | 185,176 | $19.2M |
| Francis Financial, Inc. | 2.67% | Add +2.2% | 131,987 | $13.6M |
| Ieq Capital, LLC | 0.02% | New | 66,283 | $6.8M |
| Elequin Capital, LP | 0.37% | Add +11099.5% | 23,631 | $2.4M |
| Raymond James Financial Inc. | 0.00% | New | 19,968 | $2.1M |
| Tortoise Investment Management, LLC | 0.12% | Add +128.3% | 13,450 | $1.4M |
| Satovsky Asset Management LLC | 0.23% | Add +185.8% | 11,480 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +145.0% | 10,180 | $1.1M |
| Guggenheim Capital LLC | 0.01% | New | 9,188 | $948K |
| Jane Street Group, LLC | 0.00% | Reduce -14.7% | 8,476 | $875K |
| Rialto Wealth Management, LLC | 0.18% | Add +231.5% | 7,140 | $737K |
| Crestwood Advisors Group, LLC | 0.01% | Add +106.8% | 5,895 | $609K |
| Old Mission Capital LLC | 0.02% | Reduce -72.9% | 5,393 | $557K |
| American Financial & Tax Strategies Inc. | 0.26% | Add +44.1% | 5,000 | $516K |
| Bell Investment Advisors, Inc | 0.08% | Add +2.1% | 4,720 | $487K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | New | 4,710 | $486K |
| SageView Advisory Group, LLC | 0.01% | New | 4,182 | $432K |
| Bravias Capital Group, LLC | 0.24% | New | 3,908 | $403K |
| Compass Planning Associates Inc | 0.28% | New | 3,877 | $400K |
| Two West Capital Advisors LLC | 0.17% | Add +0.8% | 2,884 | $298K |
| Main Street Financial Solutions, LLC | 0.02% | New | 2,580 | $266K |
| Joel Isaacson & Co., LLC | 0.01% | New | 2,452 | $253K |
| Wealthspire Advisors, LLC | 0.00% | No change | 2,093 | $216K |
| Private Advisor Group, LLC | 0.00% | No change | 2,000 | $206K |
| Bouchey Financial Group, Ltd. | 0.02% | New | 1,972 | $204K |
| Graney & King, LLC | 0.09% | New | 1,485 | $153K |
| Fiduciary Advisors, Inc. | 0.03% | New | 404 | $42K |
| Bank of America Corp. | 0.00% | New | 300 | $31K |
| Parallel Advisors, LLC | 0.00% | New | 280 | $29K |
"% 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.