VANGUARD NEW YORK TAX-FREE FUNDS - MUNY

Sector: Funds · Industry: Investment Company

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Company profile

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Q1 2026 · Q4 2025

Value (USD)

Total reported value ($000)

$94.12M

QoQ value delta ($000)

+$37.35M (+65.79%)

Implied price effect (QoQ)

-2.22%

Total shares

917,464

QoQ shares delta

+376,370 (+69.56%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Partial Q1 2026 data: 41 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.	27,360	265,762	1.63%
Francis Financial, Inc.	15,329	149,626	2.84%
IEQ CAPITAL, LLC	8,441	82,394	0.04%
JANE STREET GROUP, LLC	7,219	70,465	0.0%
HighTower Advisors, LLC	3,227	31,501	0.0%
JOURNEY STRATEGIC WEALTH LLC	3,174	30,983	0.08%
GUGGENHEIM CAPITAL LLC	2,895	28,260	0.02%
Tortoise Investment Management, LLC	2,745	26,797	0.23%
Rialto Wealth Management, LLC	2,625	25,629	0.59%
Rise Advisors, LLC	2,525	24,668	0.89%
Tower Research Capital LLC (TRC)	2,000	19,527	0.05%
SATOVSKY ASSET MANAGEMENT LLC	1,736	16,952	0.31%
COMMONWEALTH EQUITY SERVICES, LLC	1,609	15,712	0.0%
BANK OF AMERICA CORP /DE/	1,400	13,667	0.0%
Hennion & Walsh Asset Management, Inc.	1,119	10,923	0.04%
LifeGoal Investments, LLC	866	8,468	0.5%
Creative Planning	837	8,170	0.0%
Crestwood Advisors Group, LLC	704	6,875	0.01%
LPL Financial LLC	685	6,689	0.0%
MERCER GLOBAL ADVISORS INC /ADV	628	6,136	0.0%
CHATHAM CAPITAL GROUP, INC.	594	5,800	0.09%
Joel Isaacson & Co., LLC	527	5,153	0.02%
AMERICAN FINANCIAL & TAX STRATEGIES INC	512	5,000	0.25%
Graney & King, LLC	507	4,949	0.27%
OGOREK ANTHONY JOSEPH /NY/ /ADV	499	4,879	0.14%