Skip to main content
Equibles

MUNY · VANGUARD NEW YORK TAX-EXEMPT BOND ETF · Holdings ETF

Alerts for MUNY

Use MUNY with AI

Add company filings, earnings and prices to ChatGPT or Claude, then ask questions in your own chat.

Choose your app for step-by-step connection instructions. Sign in with Equibles when asked; no code or API key is needed.

Claude ChatGPT

After connecting, ask your AI to use Equibles to research MUNY.

Other apps & server URL
https://mcp.equibles.com/mcp
Gemini CLI setup
or ask here

Free, nothing to set up — ALVIS runs on the same tools and cites every figure.

See what you can ask in ChatGPT or Claude

All connection guides →
$97.10 -0.48 (-0.49%) At close · Oct 2
Volume · Oct 2 154.3K Avg daily vol (3M) 85.62K

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 →
Some SEC filings for this period have not finished importing. Holder totals and changes may be incomplete; these filings remain queued for recovery.
Holders: 58
Total Value: $118,289,496
Total Shares: 1,137,399

Institutional Ownership Trend

5 quarters

Holder Concentration

Across 58 13F filers · Δ vs Mar 31, 2026
Top Holder
25.3%
Jun 2025 → Jun 2026 · range 25.3% – 66.6%
−1.4 pts
Top 5
59.3%
Jun 2025 → Jun 2026 · range 59.3% – 100.0%
−5.7 pts
Top 10
74.1%
Jun 2025 → Jun 2026 · range 74.1% – 100.0%
−5.2 pts
HHI
1,058
Jun 2025 → Jun 2026 · range 1,058 – 5,239
Broadly held−124

Quarterly Activity

vs Mar 31, 2026
New
22
Increased
22
Decreased
7
Sold Out
8
Unchanged
7
Holder count: +14
Institutional value: +15.8%
Shares held: +14.0%

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
Rise Advisors, LLC −2,025 22,643
Tortoise Investment Management, LLC −1,387 25,410

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
Richard C. Young & CO., LTD. 6,758 $702,832

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
JOURNEY STRATEGIC WEALTH LLC 30,983 $3,174,208
Tower Research Capital LLC (TRC) 19,527 $2,000,541
CANANDAIGUA NATIONAL CORP 2,728 $279,483
HRT FINANCIAL LP 2,290 $234,610
ARMSTRONG ADVISORY GROUP, INC 1,926 $197,318
Filter: New 22 Increased 22 Reduced 7 Sold out 8 Unchanged 7
Showing 58 of 58
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Bridgewater Advisors Inc. $29,880,760 25.26% 287,315
Francis Financial, Inc. $17,721,392 14.98% 170,398
WNY Asset Management, LLC $8,482,760 7.17% 81,565
IEQ CAPITAL, LLC $8,009,248 6.77% 77,012
OGOREK ANTHONY JOSEPH /NY/ /ADV $6,020,560 5.09% 57,890
Rialto Wealth Management, LLC $4,372,368 3.70% 42,042
GUGGENHEIM CAPITAL LLC $4,233,424 3.58% 40,706
Savvy Advisors, Inc. $3,356,392 2.84% 32,273
HighTower Advisors, LLC $2,978,768 2.52% 28,642
Tortoise Investment Management, LLC $2,642,640 2.23% 25,410
Rise Advisors, LLC $2,354,872 1.99% 22,643
BANK OF AMERICA CORP /DE/ $2,195,960 1.86% 21,115
SATOVSKY ASSET MANAGEMENT LLC $2,143,960 1.81% 20,615
Arax Advisory Partners $2,023,424 1.71% 19,456
COMMONWEALTH EQUITY SERVICES, LLC $1,755,000 1.48% 16,875
LPL Financial LLC $1,690,208 1.43% 16,252
Hennion & Walsh Asset Management, Inc. $1,439,568 1.22% 13,842
Family Manage LLC $999,440 0.84% 9,610
Prospect Financial Services LLC $960,336 0.81% 9,234
LifeGoal Investments, LLC $887,744 0.75% 8,536
Creative Planning $849,680 0.72% 8,170
Richard C. Young & CO., LTD. $702,832 0.59% 6,758
Joel Isaacson & Co., LLC $617,864 0.52% 5,941
CHATHAM CAPITAL GROUP, INC. $613,600 0.52% 5,900
Crestwood Advisors Group, LLC $613,080 0.52% 5,895
MERCER GLOBAL ADVISORS INC /ADV $605,592 0.51% 5,823
RAYMOND JAMES FINANCIAL INC $598,000 0.51% 5,750
Graney & King, LLC $580,320 0.49% 5,580
Main Street Financial Solutions, LLC $555,880 0.47% 5,345
AMERICAN FINANCIAL & TAX STRATEGIES INC $520,000 0.44% 5,000
Bell Investment Advisors, Inc $497,432 0.42% 4,783
OLD MISSION CAPITAL LLC $492,024 0.42% 4,731
Parallel Advisors, LLC $463,944 0.39% 4,461
Compass Planning Associates Inc $453,128 0.38% 4,357
Quantinno Capital Management LP $444,288 0.38% 4,272
SageView Advisory Group, LLC $434,928 0.37% 4,182
Wealthspire Advisors, LLC $428,376 0.36% 4,119
Equitable Holdings, Inc. $425,360 0.36% 4,090
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $400,504 0.34% 3,851
MYECFO, LLC $370,240 0.31% 3,560
Sandhill Capital Partners LLC $359,944 0.30% 3,461
OakTrust Wealth Advisors, LLC $342,992 0.29% 3,298
Strategic Advisors LLC $334,152 0.28% 3,213
Two West Capital Advisors LLC $304,720 0.26% 2,930
JANE STREET GROUP, LLC $296,504 0.25% 2,851
CANANDAIGUA NATIONAL BANK & TRUST CO $283,712 0.24% 2,728
Cetera Investment Advisers $268,632 0.23% 2,583
Platt Wealth Management LLC $249,600 0.21% 2,400
CWA Asset Management Group, LLC $218,400 0.18% 2,100
Bouchey Financial Group Ltd $216,944 0.18% 2,086
Beacon Pointe Advisors, LLC $200,616 0.17% 1,929
S.A. Mason LLC $115,440 0.10% 1,110
ACTION POINT FINANCIAL PLANNING, LLC $107,744 0.09% 1,036
Timbuktu Capital Management, LLC $104,000 0.09% 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
RAFFA WEALTH MANAGEMENT, LLC $9,776 0.01% 94