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MUNY VANGUARD NY TAX FREE FDS

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TAX EXEMPT BD (fund)

30 managers (30 13F filers) reported a position in MUNY shares at 2025-12-31, 541,094 shares in all. 15 filers opened a position and 1 filer sold out during the quarter.

Managers
30
13F filers
30
New
15
Added
11
Reduced
2
Sold out
1
Shares held by filers
541,094

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.185,176$19.2M1.24%+99,26913F-HRTimeline
Francis Financial, Inc.131,987$13.6M2.67%+2,82113F-HRTimeline
IEQ CAPITAL, LLC66,283$6.84M0.02%new13F-HRTimeline
Elequin Capital, LP23,631$2.44M0.32%+23,42013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC19,968$2.06M<0.01%new13F-HRTimelineGroup
Tortoise Investment Management, LLC13,450$1.39M0.12%+7,56013F-HRTimeline
SATOVSKY ASSET MANAGEMENT LLC11,480$1.19M0.23%+7,46313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC10,180$1.05M<0.01%+6,02513F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC9,188$948K0.01%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC8,476$875K<0.01%-1,46013F-HRTimelineGroup
LifeGoal Investments, LLC0$870K0.58%new13F-HRTimelineAmount filed as zero, left out of ratios.
Rialto Wealth Management, LLC7,140$737K0.18%+4,98613F-HRTimeline
Crestwood Advisors Group, LLC5,895$609K0.01%+3,04513F-HRTimeline
OLD MISSION CAPITAL LLC5,393$557K0.02%-14,50513F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC5,000$516K0.26%+1,53113F-HRTimeline
Bell Investment Advisors, Inc4,720$487K0.08%+9813F-HRTimeline
Hennion & Walsh Asset Management, Inc.4,710$486K0.02%new13F-HRTimeline
SageView Advisory Group, LLC4,182$432K0.01%new13F-HRTimeline
Bravias Capital Group, LLC3,908$403K0.24%new13F-HRTimeline
Compass Planning Associates Inc3,877$400K0.28%new13F-HRTimeline
Two West Capital Advisors LLC2,884$298K0.17%+2313F-HRTimeline
Main Street Financial Solutions, LLC2,580$266K0.02%new13F-HRTimeline
Joel Isaacson & Co., LLC2,452$253K0.01%new13F-HRTimeline
Wealthspire Advisors, LLC2,093$216K<0.01%013F-HRTimeline
Private Advisor Group, LLC2,000$206K<0.01%013F-HRTimeline
Bouchey Financial Group, Ltd.1,972$204K0.02%new13F-HRTimeline
Graney & King, LLC1,485$153K0.09%new13F-HRTimeline
FIDUCIARY ADVISORS, INC.404$41.7K0.03%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/300$31K<0.01%new13F-HRTimelineGroup
Parallel Advisors, LLC280$28.9K<0.01%new13F-HRTimeline