VANGUARD NEW YORK TAX-FREE FUNDS - MUNY

Sector: Funds · Industry: Investment Company

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Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$56.77M

QoQ value delta ($000)

+$27.86M (+96.38%)

Implied price effect (QoQ)

+1.79%

Total shares

541,094

QoQ shares delta

+260,640 (+92.94%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Early Q1 2026 data: only 1 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
Bridgewater Advisors Inc.	19,171	185,176	1.24%
Francis Financial, Inc.	13,625	131,987	2.66%
IEQ CAPITAL, LLC	6,842	66,283	0.02%
Elequin Capital, LP	2,439	23,631	0.18%
RAYMOND JAMES FINANCIAL INC	2,061	19,968	0.0%
Tortoise Investment Management, LLC	1,388	13,450	0.12%
SATOVSKY ASSET MANAGEMENT LLC	1,185	11,480	0.23%
COMMONWEALTH EQUITY SERVICES, LLC	1,050	10,180	0.0%
GUGGENHEIM CAPITAL LLC	948	9,188	0.01%
JANE STREET GROUP, LLC	874	8,476	0.0%
LifeGoal Investments, LLC	869	0	0.58%
Rialto Wealth Management, LLC	737	7,140	0.18%
Crestwood Advisors Group, LLC	608	5,895	0.01%
OLD MISSION CAPITAL LLC	556	5,393	0.01%
AMERICAN FINANCIAL & TAX STRATEGIES INC	516	5,000	0.26%
Bell Investment Advisors, Inc	487	4,720	0.08%
Hennion & Walsh Asset Management, Inc.	486	4,710	0.02%
SageView Advisory Group, LLC	431	4,182	0.01%
Bravias Capital Group, LLC	403	3,908	0.24%
Compass Planning Associates Inc	400	3,877	0.28%
Two West Capital Advisors LLC	297	2,884	0.17%
Main Street Financial Solutions, LLC	266	2,580	0.02%
Joel Isaacson & Co., LLC	253	2,452	0.01%
Wealthspire Advisors, LLC	216	2,093	0.0%
Private Advisor Group, LLC	206	2,000	0.0%