MUNYVANGUARD NY TAX FREE FDS
CUSIP 92204H400 · Yahoo Finance ↗ · Google Finance ↗
Vanguard Ny Tax Free Fds (MUNY) has 42 institutional holders in Filings Flow’s 13F database, together reporting 990.1K shares worth $102M as of Q1 2026. The largest reported holders are Bridgewater Advisors Inc., Francis Financial, Inc., and Ieq Capital, LLC.
Institutional Holders
42
Q1 2026
Reported Value
$102M
Ticker
MUNY
Quarters Tracked
4
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Bridgewater Advisors Inc.$1.7B AUM | 1.63% | $27M | 265.8K | Q1 2026 |
| Francis Financial, Inc.$539M AUM | 2.84% | $15M | 149.6K | Q1 2026 |
| IEQ CAPITAL, LLC$21.5B AUM | 0.04% | $8M | 82.4K | Q1 2026 |
| WNY Asset Management, LLC$967M AUM | 0.84% | $8M | 79.4K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $7M | 70.5K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $3M | 31.5K | Q1 2026 |
| JOURNEY STRATEGIC WEALTH LLC$4.0B AUM | 0.08% | $3M | 31.0K | Q1 2026 |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.02% | $3M | 28.3K | Q1 2026 |
| Tortoise Investment Management, LLC$1.2B AUM | 0.23% | $3M | 26.8K | Q1 2026 |
| Rialto Wealth Management, LLC$445M AUM | 0.59% | $3M | 25.6K | Q1 2026 |
| Rise Advisors, LLC$284M AUM | 0.89% | $3M | 24.7K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.05% | $2M | 19.5K | Q1 2026 |
| SATOVSKY ASSET MANAGEMENT LLC$566M AUM | 0.31% | $2M | 17.0K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $2M | 15.7K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $1M | 13.7K | Q1 2026 |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.04% | $1M | 10.9K | Q1 2026 |
| LifeGoal Investments, LLC$218M AUM | 0.50% | $866,987 | 8.5K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $837,017 | 8.2K | Q1 2026 |
| Crestwood Advisors Group, LLC$5.9B AUM | 0.01% | $704,344 | 6.9K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $685,250 | 6.7K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $628,633 | 6.1K | Q1 2026 |
| CHATHAM CAPITAL GROUP, INC.$689M AUM | 0.09% | $594,210 | 5.8K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.01% | $556,719 | 5.4K | Q4 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $538,538 | 5.3K | Q2 2025OLDER |
| Joel Isaacson & Co., LLC$3.0B AUM | 0.02% | $527,972 | 5.2K | Q1 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC$206M AUM | 0.25% | $512,250 | 5.0K | Q1 2026 |
| Graney & King, LLC$186M AUM | 0.27% | $507,040 | 4.9K | Q1 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV$365M AUM | 0.14% | $499,000 | 4.9K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $486,637 | 4.8K | Q1 2026 |
| Bell Investment Advisors, Inc$639M AUM | 0.08% | $486,097 | 4.7K | Q1 2026 |
| Compass Planning Associates Inc$156M AUM | 0.29% | $446,375 | 4.4K | Q1 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.01% | $431,708 | 4.2K | Q4 2025OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $421,992 | 4.1K | Q1 2026 |
| Bravias Capital Group, LLC$153M AUM | 0.24% | $403,423 | 3.9K | Q4 2025OLDER |
| Two West Capital Advisors LLC$189M AUM | 0.16% | $300,548 | 2.9K | Q1 2026 |
| CANANDAIGUA NATIONAL CORP$1.1B AUM | 0.03% | $279,484 | 2.7K | Q1 2026 |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.02% | $266,356 | 2.6K | Q4 2025OLDER |
| Platt Wealth Management LLC$103M AUM | 0.24% | $245,000 | 2.4K | Q1 2026 |
| HRT FINANCIAL LP$40.1B AUM | 0.00% | $234,000 | 2.3K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $206,460 | 2.0K | Q4 2025OLDER |
| Bouchey Financial Group Ltd$1.4B AUM | 0.01% | $203,353 | 2.0K | Q1 2026 |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 0.01% | $197,319 | 1.9K | Q1 2026 |
| Elequin Capital, LP$1.2B AUM | 0.01% | $163,613 | 1.6K | Q1 2026 |
| S.A. Mason LLC$266M AUM | 0.04% | $113,720 | 1.1K | Q1 2026 |
| FIDUCIARY ADVISORS, INC.$133M AUM | 0.03% | $44,522 | 435 | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $28,686 | 280 | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $10,245 | 100 | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $130 | 1 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.