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Disclosery

MUNY VANGUARD NY TAX FREE FDS

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TAX EXEMPT BD (fund)

58 managers (58 13F filers) reported a position in MUNY shares at 2026-06-30, 1,137,399 shares in all. 20 filers opened a position and 6 filers sold out during the quarter.

Managers
58
13F filers
58
New
20
Added
22
Reduced
7
Sold out
6
Shares held by filers
1,137,399

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Bridgewater Advisors Inc.287,315$29.2M1.59%+21,55313F-HRTimeline
Francis Financial, Inc.170,398$17.7M2.91%+20,77213F-HRTimeline
WNY Asset Management, LLC81,565$8.48M0.76%+2,16713F-HRTimeline
IEQ CAPITAL, LLC77,012$8.01M0.04%-5,38213F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV57,890$6.02M1.49%+53,01113F-HRTimeline
Rialto Wealth Management, LLC42,042$4.37M0.87%+16,41313F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC40,706$4.23M0.03%+12,44613F-HRTimelineGroup
Savvy Advisors, Inc.32,273$3.36M0.07%new13F-HRTimeline
HighTower Advisors, LLC28,642$2.98M<0.01%-2,85913F-HRTimeline
Tortoise Investment Management, LLC25,410$2.64M0.2%-1,38713F-HRTimeline
Rise Advisors, LLC22,643$2.35M0.66%-2,02513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/21,115$2.2M<0.01%+7,44813F-HRTimelineGroup
SATOVSKY ASSET MANAGEMENT LLC20,615$2.14M0.34%+3,66313F-HRTimeline
Arax Advisory Partners19,456$2.02M0.01%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC16,875$1.75M<0.01%+1,16313F-HRTimeline
LPL Financial LLC16,252$1.69M<0.01%+9,56313F-HRTimeline
Hennion & Walsh Asset Management, Inc.13,842$1.44M0.04%+2,91913F-HRTimeline
Family Manage LLC9,610$999K0.1%new13F-HRTimeline
Prospect Financial Services LLC9,234$960K0.49%new13F-HRTimeline
LifeGoal Investments, LLC8,536$888K0.41%+6813F-HRTimeline
Creative Planningin group Creative Planning8,170$850K<0.01%013F-HRTimelineGroup
Richard C. Young & CO., LTD.6,758$703K0.05%new13F-HRTimeline
Joel Isaacson & Co., LLC5,941$618K0.02%+78813F-HRTimeline
CHATHAM CAPITAL GROUP, INC.5,900$614K0.08%+10013F-HRTimeline
Crestwood Advisors Group, LLC5,895$613K0.01%-98013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV5,823$606K<0.01%-31313F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,750$598K<0.01%+1,00013F-HRTimelineGroup
Graney & King, LLC5,580$580K0.21%+63113F-HRTimeline
Main Street Financial Solutions, LLC5,345$556K0.04%+2,33913F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC5,000$520K0.23%013F-HRTimeline
Bell Investment Advisors, Inc4,783$497K0.07%+3813F-HRTimeline
OLD MISSION CAPITAL LLC4,731$492K0.01%new13F-HRTimeline
Parallel Advisors, LLC4,461$464K0.01%+4,18113F-HRTimeline
Compass Planning Associates Inc4,357$453K0.24%013F-HRTimeline
Quantinno Capital Management LP4,272$444K<0.01%new13F-HRTimeline
SageView Advisory Group, LLC4,182$435K0.01%013F-HRTimeline
Wealthspire Advisors, LLC4,119$428K<0.01%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.4,090$425K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,851$401K<0.01%new13F-HRTimelineGroup
MYECFO, LLC3,560$370K0.14%new13F-HRTimeline
Sandhill Capital Partners LLC3,461$360K0.03%new13F-HRTimeline
OakTrust Wealth Advisors, LLC3,298$343K0.3%new13F-HRTimeline
Strategic Advisors LLC3,213$334K0.07%new13F-HRTimeline
Two West Capital Advisors LLC2,930$301K0.15%+2313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC2,851$297K<0.01%-67,61413F-HRTimelineGroup
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…2,728$284K0.02%13F-HRTimelineGroup
Cetera Investment Advisers2,583$269K<0.01%new13F-HRTimeline
Platt Wealth Management LLC2,400$249K0.2%013F-HRTimeline
CWA Asset Management Group, LLC2,100$218K0.01%new13F-HRTimeline
Bouchey Financial Group, Ltd.2,086$217K0.01%+11413F-HRTimeline
Beacon Pointe Advisors, LLC1,929$201K<0.01%new13F-HRTimeline
S.A. Mason LLC1,110$115K0.04%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS1,036$108K0.01%new13F-HRTimeline
Timbuktu Capital Management, LLC1,000$104K0.16%13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN200$20.8K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY200$20.8K<0.01%+19913F-HRTimelineGroup
FMR LLCin group FMR LLC181$18.8K<0.01%new13F-HRTimelineGroup
RAFFA WEALTH MANAGEMENT, LLC94$9.78K<0.01%new13F-HRTimeline