Vanguard NY Tax-Ex BondMUNYETF
13F holders, Q1 2026 (March 31)44holders +15
15new positions
3sold out
$102.58avg. 13F price*
At the end of Q1 2026, 44 institutions reported holding Vanguard NY Tax-Ex Bond (MUNY) in their 13F filings, up 15 from Q4 2025. 15 opened new positions and 3 sold out. The largest holders were Bridgewater Advisors Inc. ($27.4M), Francis Financial, Inc. ($15.3M) and Ieq Capital, LLC ($8.4M).
- Company
- Vanguard NY Tax-Ex Bond
- CUSIP
- 92204H400
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $15.0M |
| Exits | 3 | $1.2M |
All 13F filers, Q4 2025 → Q1 2026: 422,621 shares bought and 48,553 shares sold, net +374,068 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 44 holders
| Bridgewater Advisors Inc. | 1.63% | Add +43.5% | 265,762 | $27.4M |
| Francis Financial, Inc. | 2.85% | Add +13.4% | 149,626 | $15.3M |
| Ieq Capital, LLC | 0.04% | Add +24.3% | 82,394 | $8.4M |
| WNY Asset Management, LLC | 0.84% | — | 79,398 | $8.1M |
| Jane Street Group, LLC | 0.01% | Add +731.4% | 70,465 | $7.2M |
| HighTower Advisors, LLC | 0.00% | New | 31,501 | $3.2M |
| Journey Strategic Wealth LLC | 0.08% | New | 30,983 | $3.2M |
| Guggenheim Capital LLC | 0.02% | Add +207.6% | 28,260 | $2.9M |
| Tortoise Investment Management, LLC | 0.23% | Add +99.2% | 26,797 | $2.7M |
| Rialto Wealth Management, LLC | 0.59% | Add +258.9% | 25,629 | $2.6M |
| Rise Advisors, LLC | 0.89% | New | 24,668 | $2.5M |
| Tower Research Capital LLC (TRC) | 0.05% | New | 19,527 | $2.0M |
| Satovsky Asset Management LLC | 0.31% | Add +47.7% | 16,952 | $1.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +54.3% | 15,712 | $1.6M |
| Bank of America Corp. | 0.00% | Add +4455.7% | 13,667 | $1.4M |
| Hennion & Walsh Asset Management, Inc. | 0.04% | Add +131.9% | 10,923 | $1.1M |
| LifeGoal Investments, LLC | 0.50% | Add +0.0% | 8,468 | $867K |
| Creative Planning | 0.00% | New | 8,170 | $837K |
| Crestwood Advisors Group, LLC | 0.01% | Add +16.6% | 6,875 | $704K |
| LPL Financial LLC | 0.00% | New | 6,689 | $685K |
| Mercer Global Advisors Inc. | 0.00% | New | 6,136 | $629K |
| Chatham Capital Group, Inc. | 0.09% | New | 5,800 | $594K |
| Joel Isaacson & Co., LLC | 0.02% | Add +110.2% | 5,153 | $528K |
| American Financial & Tax Strategies Inc. | 0.25% | No change | 5,000 | $512K |
| Graney & King, LLC | 0.27% | Add +233.3% | 4,949 | $507K |
| Ogorek Anthony Joseph /NY/ | 0.14% | New | 4,879 | $499K |
| Raymond James Financial Inc. | 0.00% | Reduce -76.2% | 4,750 | $487K |
| Bell Investment Advisors, Inc | 0.08% | Add +0.5% | 4,745 | $486K |
| Compass Planning Associates Inc | 0.29% | Add +12.4% | 4,357 | $446K |
| SageView Advisory Group, LLC | 0.02% | No change | 4,182 | $428K |
| Wealthspire Advisors, LLC | 0.00% | Add +96.8% | 4,119 | $422K |
| Main Street Financial Solutions, LLC | 0.02% | Add +16.5% | 3,006 | $308K |
| Two West Capital Advisors LLC | 0.16% | Add +0.8% | 2,907 | $301K |
| Canandaigua National Corp. | 0.03% | — | 2,728 | $279K |
| Platt Wealth Management LLC | 0.24% | New | 2,400 | $245K |
| HRT Financial LP | 0.00% | New | 2,290 | $234K |
| Bouchey Financial Group, Ltd. | 0.01% | No change | 1,972 | $203K |
| Armstrong Advisory Group, Inc. | 0.01% | New | 1,926 | $197K |
| Elequin Capital, LP | 0.05% | Reduce -93.2% | 1,597 | $164K |
| S.A. Mason LLC | 0.04% | New | 1,110 | $114K |
| Fiduciary Advisors, Inc. | 0.03% | Add +7.7% | 435 | $45K |
| Parallel Advisors, LLC | 0.00% | No change | 280 | $29K |
| UBS Group AG | 0.00% | New | 100 | $10K |
| Morgan Stanley | 0.00% | New | 1 | $130 |
"% 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.