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MUNY · VANGUARD NEW YORK TAX-EXEMPT BOND ETF ETF

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$100.31 -0.04 (-0.03%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 43
Total Value: $108,239,664
Total Shares: 1,040,766

Institutional Ownership Trend

5 quarters

Holder Concentration

Across 43 13F filers · Δ vs Mar 31, 2026
Top Holder
27.6%
Jun 2025 → Jun 2026 · range 26.7% – 66.6%
+0.9 pts
Top 5
64.8%
Jun 2025 → Jun 2026 · range 64.8% – 100.0%
−0.4 pts
Top 10
81.0%
Jun 2025 → Jun 2026 · range 79.5% – 100.0%
+1.5 pts
HHI
1,252
Jun 2025 → Jun 2026 · range 1,189 – 5,239
Broadly held+63

Quarterly Activity

vs Mar 31, 2026
New
17
Increased
15
Decreased
6
Sold Out
17
Unchanged
5
Holder count: 0
Institutional value: +6.3%
Shares held: +4.7%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
OGOREK ANTHONY JOSEPH /NY/ /ADV +53,011 57,890
Bridgewater Advisors Inc. +21,553 287,315
Francis Financial, Inc. +20,772 170,398
Rialto Wealth Management, LLC +16,413 42,042
GUGGENHEIM CAPITAL LLC +12,446 40,706

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
JANE STREET GROUP, LLC −67,614 2,851
IEQ CAPITAL, LLC −5,382 77,012
HighTower Advisors, LLC −2,859 28,642
Tortoise Investment Management, LLC −1,387 25,410
Crestwood Advisors Group, LLC −980 5,895

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Savvy Advisors, Inc. 32,273 $3,356,392
Arax Advisory Partners 19,456 $2,023,424
Family Manage LLC 9,610 $999,440
Prospect Financial Services LLC 9,234 $960,336
Main Street Financial Solutions, LLC 5,345 $555,880

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
JOURNEY STRATEGIC WEALTH LLC 30,983 $3,174,208
Rise Advisors, LLC 24,668 $2,527,236
Tower Research Capital LLC (TRC) 19,527 $2,000,541
COMMONWEALTH EQUITY SERVICES, LLC 15,712 $1,609,694
Hennion & Walsh Asset Management, Inc. 10,923 $1,119,061
Filter: New 17 Increased 15 Reduced 6 Sold out 17 Unchanged 5
Showing 43 of 43
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Bridgewater Advisors Inc. $29,880,760 27.61% 287,315
Francis Financial, Inc. $17,721,392 16.37% 170,398
WNY Asset Management, LLC $8,482,760 7.84% 81,565
IEQ CAPITAL, LLC $8,009,248 7.40% 77,012
OGOREK ANTHONY JOSEPH /NY/ /ADV $6,020,560 5.56% 57,890
Rialto Wealth Management, LLC $4,372,368 4.04% 42,042
GUGGENHEIM CAPITAL LLC $4,233,424 3.91% 40,706
Savvy Advisors, Inc. $3,356,392 3.10% 32,273
HighTower Advisors, LLC $2,978,768 2.75% 28,642
Tortoise Investment Management, LLC $2,642,640 2.44% 25,410
BANK OF AMERICA CORP /DE/ $2,195,960 2.03% 21,115
SATOVSKY ASSET MANAGEMENT LLC $2,143,960 1.98% 20,615
Arax Advisory Partners $2,023,424 1.87% 19,456
LPL Financial LLC $1,690,208 1.56% 16,252
Family Manage LLC $999,440 0.92% 9,610
Prospect Financial Services LLC $960,336 0.89% 9,234
Creative Planning $849,680 0.78% 8,170
Joel Isaacson & Co., LLC $617,864 0.57% 5,941
Crestwood Advisors Group, LLC $613,080 0.57% 5,895
MERCER GLOBAL ADVISORS INC /ADV $605,592 0.56% 5,823
RAYMOND JAMES FINANCIAL INC $598,000 0.55% 5,750
Graney & King, LLC $580,320 0.54% 5,580
Main Street Financial Solutions, LLC $555,880 0.51% 5,345
AMERICAN FINANCIAL & TAX STRATEGIES INC $520,000 0.48% 5,000
Bell Investment Advisors, Inc $497,432 0.46% 4,783
OLD MISSION CAPITAL LLC $492,024 0.45% 4,731
Parallel Advisors, LLC $463,944 0.43% 4,461
Quantinno Capital Management LP $444,288 0.41% 4,272
SageView Advisory Group, LLC $434,928 0.40% 4,182
Wealthspire Advisors, LLC $428,376 0.40% 4,119
Equitable Holdings, Inc. $425,360 0.39% 4,090
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $400,504 0.37% 3,851
MYECFO, LLC $370,240 0.34% 3,560
OakTrust Wealth Advisors, LLC $342,992 0.32% 3,298
JANE STREET GROUP, LLC $296,504 0.27% 2,851
Cetera Investment Advisers $268,632 0.25% 2,583
Platt Wealth Management LLC $249,600 0.23% 2,400
Beacon Pointe Advisors, LLC $200,616 0.19% 1,929
ACTION POINT FINANCIAL PLANNING, LLC $107,744 0.10% 1,036
Timbuktu Capital Management, LLC $104,000 0.10% 1,000
MORGAN STANLEY $20,800 0.02% 200
WELLS FARGO & COMPANY/MN $20,800 0.02% 200
FMR LLC $18,824 0.02% 181