Creative Planning
Position in MUNY — Vanguard New York Tax-Exempt Bond ETF
CIK 1540235
OVERLAND PARK, KS
Position in MUNY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$849,680
+$12,665 QoQ
Shares Held
8,170
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#7
of 20 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 49%
Shared 0%
None 51%
Common Shares in MUNY Over Time
Shares Held
Position Value (USD)
All Filings in MUNY
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $849,680 | 8,170 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $837,015 | 8,170 | Shares | Defined | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||