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Disclosery

MUNY VANGUARD NY TAX FREE FDS

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TAX EXEMPT BD (fund)

44 managers (44 13F filers) reported a position in MUNY shares at 2026-03-31, 997,288 shares in all. 15 filers opened a position and 3 filers sold out during the quarter.

Managers
44
13F filers
44
New
15
Added
21
Reduced
2
Sold out
3
Shares held by filers
997,288

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.265,762$27.4M1.63%+80,58613F-HRTimeline
Francis Financial, Inc.149,626$15.3M2.85%+17,63913F-HRTimeline
IEQ CAPITAL, LLC82,394$8.44M0.04%+16,11113F-HRTimeline
WNY Asset Management, LLC79,398$8.13M0.84%13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC70,465$7.22M0.01%+61,98913F-HRTimelineGroup
HighTower Advisors, LLC31,501$3.23M<0.01%new13F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC30,983$3.17M0.08%new13F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC28,260$2.9M0.02%+19,07213F-HRTimelineGroup
Tortoise Investment Management, LLC26,797$2.75M0.23%+13,34713F-HRTimeline
Rialto Wealth Management, LLC25,629$2.63M0.59%+18,48913F-HRTimeline
Rise Advisors, LLC24,668$2.53M0.89%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…19,527$2M0.05%new13F-HRTimelineGroup
SATOVSKY ASSET MANAGEMENT LLC16,952$1.74M0.31%+5,47213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC15,712$1.61M<0.01%+5,53213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/13,667$1.4M<0.01%+13,36713F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.10,923$1.12M0.04%+6,21313F-HRTimeline
LifeGoal Investments, LLC8,468$867K0.5%+8,46813F-HRTimeline
Creative Planningin group Creative Planning8,170$837K<0.01%new13F-HRTimelineGroup
Crestwood Advisors Group, LLC6,875$704K0.01%+98013F-HRTimeline
LPL Financial LLC6,689$685K<0.01%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV6,136$629K<0.01%new13F-HRTimeline
CHATHAM CAPITAL GROUP, INC.5,800$594K0.09%new13F-HRTimeline
Joel Isaacson & Co., LLC5,153$528K0.02%+2,70113F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC5,000$512K0.25%013F-HRTimeline
Graney & King, LLC4,949$507K0.27%+3,46413F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV4,879$499K0.14%new13F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,750$487K<0.01%-15,21813F-HRTimelineGroup
Bell Investment Advisors, Inc4,745$486K0.08%+2513F-HRTimeline
Compass Planning Associates Inc4,357$446K0.29%+48013F-HRTimeline
SageView Advisory Group, LLC4,182$428K0.02%013F-HRTimeline
Wealthspire Advisors, LLC4,119$422K<0.01%+2,02613F-HRTimeline
Main Street Financial Solutions, LLC3,006$308K0.02%+42613F-HRTimeline
Two West Capital Advisors LLC2,907$301K0.16%+2313F-HRTimeline
CANANDAIGUA NATIONAL CORPin group CANANDAIGUA NATIONAL BANK & T…2,728$279K0.03%13F-HRTimelineGroup
Platt Wealth Management LLC2,400$245K0.24%new13F-HRTimeline
HRT FINANCIAL LP2,290$234K<0.01%new13F-HRTimeline
Bouchey Financial Group, Ltd.1,972$203K0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,926$197K0.01%new13F-HRTimeline
Elequin Capital, LP1,597$164K0.01%-22,03413F-HRTimeline
S.A. Mason LLC1,110$114K0.04%new13F-HRTimeline
FIDUCIARY ADVISORS, INC.435$44.5K0.03%+3113F-HRTimeline
Parallel Advisors, LLC280$28.7K<0.01%013F-HR/ATimeline
UBS Group AGin group UBS Group AG100$10.2K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1$130<0.01%new13F-HRTimelineGroup