MUNY · Vanguard New York Tax-Exempt Bond ETF
$102.36
-0.12 (-0.11%)
At close · Aug 14
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.
Holders: 20
Total Value: $26,610,168
Total Shares: 255,867
Institutional Ownership Trend
5 quarters
Holder Concentration
Across 20 13F filers · Δ vs Mar 31, 2026Top Holder
30.1%
+3.3 pts
Top 5
78.7%
+13.3 pts
Top 10
92.1%
+12.2 pts
HHI
1,610
Moderately concentrated+411
Quarterly Activity
vs Mar 31, 2026
New
9
Increased
6
Decreased
3
Sold Out
31
Unchanged
2
Holder count:
-22
Institutional value:
-73.8%
Shares held:
-74.2%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Small Rialto Wealth Management, LLC | +16,413 | 42,042 | |
| Large GUGGENHEIM CAPITAL LLC | +12,446 | 40,706 | |
| Mega BANK OF AMERICA CORP /DE/ | +7,448 | 21,115 | |
| Micro SATOVSKY ASSET MANAGEMENT LLC | +3,663 | 20,615 | |
| Mega RAYMOND JAMES FINANCIAL INC | +1,000 | 5,750 |
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Mega JANE STREET GROUP, LLC | −67,614 | 2,851 | |
| Large IEQ CAPITAL, LLC | −5,382 | 77,012 | |
| Large MERCER GLOBAL ADVISORS INC /ADV | −313 | 5,823 |
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Small Family Manage LLC | 9,610 | $999,440 | |
| Mid OLD MISSION CAPITAL LLC | 4,731 | $492,024 | |
| Large Quantinno Capital Management LP | 4,272 | $444,288 | |
| Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3,851 | $400,504 | |
| Large Cetera Investment Advisers | 2,583 | $268,632 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Small Bridgewater Advisors Inc. | 265,762 | $27,227,316 | |
| Micro Francis Financial, Inc. | 149,626 | $15,329,183 | |
| Small WNY Asset Management, LLC | 79,398 | $8,134,325 | |
| Large HighTower Advisors, LLC | 31,501 | $3,227,277 | |
| Mid JOURNEY STRATEGIC WEALTH LLC | 30,983 | $3,174,208 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large IEQ CAPITAL, LLC | $8,009,248 | 30.10% | 77,012 | Shares | 2026-08-11 | |
| Small Rialto Wealth Management, LLC | $4,372,368 | 16.43% | 42,042 | Shares | 2026-08-11 | |
| Large GUGGENHEIM CAPITAL LLC | $4,233,424 | 15.91% | 40,706 | Shares | 2026-08-12 | |
| Mega BANK OF AMERICA CORP /DE/ Bank | $2,195,960 | 8.25% | 21,115 | Shares | 2026-08-14 | |
| Micro SATOVSKY ASSET MANAGEMENT LLC | $2,143,960 | 8.06% | 20,615 | Shares | 2026-08-13 | |
| Small Family Manage LLC | $999,440 | 3.76% | 9,610 | Shares | 2026-08-14 | |
| Large Creative Planning | $849,680 | 3.19% | 8,170 | Shares | 2026-08-13 | |
| Large MERCER GLOBAL ADVISORS INC /ADV | $605,592 | 2.28% | 5,823 | Shares | 2026-08-11 | |
| Mega RAYMOND JAMES FINANCIAL INC | $598,000 | 2.25% | 5,750 | Shares | 2026-08-14 | |
| Mid OLD MISSION CAPITAL LLC | $492,024 | 1.85% | 4,731 | Shares | 2026-08-14 | |
| Large Quantinno Capital Management LP | $444,288 | 1.67% | 4,272 | Shares | 2026-08-13 | |
| Mid Wealthspire Advisors, LLC | $428,376 | 1.61% | 4,119 | Shares | 2026-08-11 | |
| Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $400,504 | 1.51% | 3,851 | Shares | 2026-08-12 | |
| Mega JANE STREET GROUP, LLC | $296,504 | 1.11% | 2,851 | Shares | 2026-08-14 | |
| Large Cetera Investment Advisers | $268,632 | 1.01% | 2,583 | Shares | 2026-08-12 | |
| Small ACTION POINT FINANCIAL PLANNING, LLC | $107,744 | 0.40% | 1,036 | Shares | 2026-08-14 | |
| Micro Timbuktu Capital Management, LLC | $104,000 | 0.39% | 1,000 | Shares | 2026-08-13 | |
| Mega MORGAN STANLEY | $20,800 | 0.08% | 200 | Shares | 2026-08-13 | |
| Mega WELLS FARGO & COMPANY/MN | $20,800 | 0.08% | 200 | Shares | 2026-08-14 | |
| Mega FMR LLC | $18,824 | 0.07% | 181 | Shares | 2026-08-13 |