Vanguard NY Tax-ex Bond ETF (MUNY): which funds own it

ETFData as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

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Sections with a free account

No concentrated manager holds it.

Concentrated managers

—

All 13F: 58

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$104

+1.5% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

sold out 0 · trimmed 0added 0 · new 0

Concentrated managers holding it

None in the latest quarter.

Largest holders of MUNY (all 13F filers)

Bridgewater Advisors287 KType not verified+22 K
Francis Financial170 KType not verified+21 K
WNY Asset Management82 KType not verified+2,167
IEQ Capital77 KType not verified−5,382
Ogorek Anthony Joseph58 KWealth adviser+53 K
Rialto Wealth Management42 KWealth adviser+16 K
Guggenheim Capital41 KType not verified+12 K
Savvy Advisors32 KType not verified+32 K
HighTower Advisors29 KWealth adviser−2,859
Tortoise Investment Management25 KType not verified−1,387

Filer	Type
Bridgewater Advisors	Type not verified	287 K	+22 K	$29.2M
Francis Financial	Type not verified	170 K	+21 K	$17.7M
WNY Asset Management	Type not verified	82 K	+2,167	$8.5M
IEQ Capital	Type not verified	77 K	−5,382	$8.0M
Ogorek Anthony Joseph	Wealth adviser	58 K	+53 K	$6.0M
Rialto Wealth Management	Wealth adviser	42 K	+16 K	$4.4M
Guggenheim Capital	Type not verified	41 K	+12 K	$4.2M
Savvy Advisors	Type not verified	32 K	+32 K	$3.4M
HighTower Advisors	Wealth adviser	29 K	−2,859	$3.0M
Tortoise Investment Management	Type not verified	25 K	−1,387	$2.6M

Bridgewater Advisors
Shares
287 K
Change
+22 K
See more
Type
Type not verified
Value
$29.2M
Francis Financial
Shares
170 K
Change
+21 K
See more
Type
Type not verified
Value
$17.7M
WNY Asset Management
Shares
82 K
Change
+2,167
See more
Type
Type not verified
Value
$8.5M
IEQ Capital
Shares
77 K
Change
−5,382
See more
Type
Type not verified
Value
$8.0M
Ogorek Anthony Joseph
Shares
58 K
Change
+53 K
See more
Type
Wealth adviser
Value
$6.0M
Rialto Wealth Management
Shares
42 K
Change
+16 K
See more
Type
Wealth adviser
Value
$4.4M
Guggenheim Capital
Shares
41 K
Change
+12 K
See more
Type
Type not verified
Value
$4.2M
Savvy Advisors
Shares
32 K
Change
+32 K
See more
Type
Type not verified
Value
$3.4M
HighTower Advisors
Shares
29 K
Change
−2,859
See more
Type
Wealth adviser
Value
$3.0M
Tortoise Investment Management
Shares
25 K
Change
−1,387
See more
Type
Type not verified
Value
$2.6M

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗