Francis Financial, Inc.
Position in MUNY — Vanguard New York Tax-Exempt Bond ETF
CIK 1727514
NEW YORK, NY
Position in MUNY
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$15,329,183
+$1,704,165 QoQ
Shares Held
149,626
+13.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
11.79%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MUNY Over Time
Shares Held
Position Value (USD)
All Filings in MUNY
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,329,183 | 149,626 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $13,625,018 | 131,987 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $13,296,348 | 129,166 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $12,033,603 | 119,121 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||