Skip to content

MUNY VANGUARD NY TAX FREE FDS

Follow

TAX EXEMPT BD (fund)

16 managers (16 13F filers) reported a position in MUNY shares at 2025-09-30, 280,454 shares in all. 14 filers opened a position and 2 filers sold out during the quarter.

Managers
16
13F filers
16
New
14
Added
1
Reduced
1
Sold out
2
Shares held by filers
280,454

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Francis Financial, Inc.129,166$13.3M2.37%+10,04513F-HRTimeline
Bridgewater Advisors Inc.85,907$8.88M0.62%new13F-HRTimeline
OLD MISSION CAPITAL LLC19,898$2.05M0.07%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC9,936$1.02M<0.01%-40,11113F-HRTimelineGroup
Tortoise Investment Management, LLC5,890$606K0.05%new13F-HRTimeline
Bell Investment Advisors, Inc4,622$476K0.08%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC4,155$428K<0.01%new13F-HRTimeline
SATOVSKY ASSET MANAGEMENT LLC4,017$414K0.08%new13F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC3,469$357K0.18%new13F-HRTimeline
Two West Capital Advisors LLC2,861$297K0.18%new13F-HRTimeline
Crestwood Advisors Group, LLC2,850$293K<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC2,154$222K0.06%new13F-HRTimeline
Wealthspire Advisors, LLC2,093$215K<0.01%new13F-HRTimeline
Private Advisor Group, LLC2,000$206K<0.01%new13F-HRTimeline
Rise Advisors, LLC1,225$126K0.05%new13F-HRTimeline
Elequin Capital, LP211$21.7K<0.01%new13F-HRTimeline