SATOVSKY ASSET MANAGEMENT LLC
Position in MUNY — Vanguard New York Tax-Exempt Bond ETF
CIK 1807288
NEW YORK, NY
Position in MUNY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,143,960
+$407,228 QoQ
Shares Held
20,615
+21.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.68%
of 13F equity value
Holder Rank
#5
of 20 holders
Holding Since
Sep 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,143,960 | 20,615 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,736,732 | 16,952 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,185,080 | 11,480 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $413,509 | 4,017 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||