VANGUARD NEW YORK TAX-FREE FUNDS - MUNY

Sector: Funds · Industry: Investment Company

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Company profile

Quarter snapshot

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Q2 2026 · Q1 2026

Value (USD)

Total reported value ($000)

$121.1M

QoQ value delta ($000)

+$18.77M (+18.35%)

Implied price effect (QoQ)

+0.78%

Total shares

1,171,110

QoQ shares delta

+173,822 (+17.43%)

Total shares held by funds (by quarter)

Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

Market chart (MUNY)

Interactive chart by TradingView.

Top holders (Q2 2026)

Top 25 only Full list

Partial Q2 2026 data: 58 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.

Manager	Value ($000)	Shares	% of 13F
Bridgewater Advisors Inc.	29,228	287,315	1.59%
Francis Financial, Inc.	17,721	170,398	2.9%
WNY Asset Management, LLC	8,482	81,565	0.76%
IEQ CAPITAL, LLC	8,009	77,012	0.04%
OGOREK ANTHONY JOSEPH /NY/ /ADV	6,020	57,890	1.49%
Rialto Wealth Management, LLC	4,372	42,042	0.87%
GUGGENHEIM CAPITAL LLC	4,233	40,706	0.03%
Savvy Advisors, Inc.	3,356	32,273	0.07%
JOURNEY STRATEGIC WEALTH LLC	3,174	30,983	0.08%
HighTower Advisors, LLC	2,978	28,642	0.0%
Tortoise Investment Management, LLC	2,642	25,410	0.2%
Rise Advisors, LLC	2,354	22,643	0.66%
BANK OF AMERICA CORP /DE/	2,195	21,115	0.0%
SATOVSKY ASSET MANAGEMENT LLC	2,143	20,615	0.34%
Arax Advisory Partners	2,023	19,456	0.01%
COMMONWEALTH EQUITY SERVICES, LLC	1,754	16,875	0.0%
LPL Financial LLC	1,690	16,252	0.0%
Hennion & Walsh Asset Management, Inc.	1,439	13,842	0.04%
Family Manage LLC	999	9,610	0.1%
Prospect Financial Services LLC	960	9,234	0.49%
LifeGoal Investments, LLC	887	8,536	0.41%
Creative Planning	849	8,170	0.0%
Richard C. Young & CO., LTD.	702	6,758	0.05%
Joel Isaacson & Co., LLC	617	5,941	0.02%
CHATHAM CAPITAL GROUP, INC.	613	5,900	0.08%