Crestwood Advisors Group, LLC
Position in MUNY — Vanguard New York Tax-Exempt Bond ETF
CIK 1426853
BOSTON, MA
Position in MUNY
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$704,343
+$95,803 QoQ
Shares Held
6,875
+16.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MUNY Over Time
Shares Held
Position Value (USD)
All Filings in MUNY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $704,343 | 6,875 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $608,540 | 5,895 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $293,379 | 2,850 | Shares | Sole | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||