VANGUARD NEW YORK TAX-FREE FUNDS - MUNY
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Bridgewater Advisors Inc. | History | Added to | 265,762 | 27,360 | 1.63% | 1.24% | 1 | +80,586 | 43.52% | Q1 2026 | May 14, 2026 |
| Francis Financial, Inc. | History | Added to | 149,626 | 15,329 | 2.84% | 2.66% | 2 | +17,639 | 13.36% | Q1 2026 | May 07, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 82,394 | 8,441 | 0.04% | 0.02% | 3 | +16,111 | 24.31% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 70,465 | 7,219 | 0.0% | 0.0% | 4 | +61,989 | 731.35% | Q1 2026 | May 12, 2026 |
| HighTower Advisors, LLC | History | New | 31,501 | 3,227 | 0.0% | — | 5 | +31,501 | New | Q1 2026 | May 05, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | New | 30,983 | 3,174 | 0.08% | — | 6 | +30,983 | New | Q1 2026 | Apr 15, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 28,260 | 2,895 | 0.02% | 0.01% | 7 | +19,072 | 207.58% | Q1 2026 | May 15, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 26,797 | 2,745 | 0.23% | 0.12% | 8 | +13,347 | 99.23% | Q1 2026 | May 05, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 25,629 | 2,625 | 0.59% | 0.18% | 9 | +18,489 | 258.95% | Q1 2026 | May 14, 2026 |
| Rise Advisors, LLC | History | New | 24,668 | 2,525 | 0.89% | — | 10 | +24,668 | New | Q1 2026 | Apr 03, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 19,527 | 2,000 | 0.05% | — | 11 | +19,527 | New | Q1 2026 | May 15, 2026 |
| SATOVSKY ASSET MANAGEMENT LLC | History | Added to | 16,952 | 1,736 | 0.31% | 0.23% | 12 | +5,472 | 47.67% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 15,712 | 1,609 | 0.0% | 0.0% | 13 | +5,532 | 54.34% | Q1 2026 | Apr 27, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 13,667 | 1,400 | 0.0% | 0.0% | 14 | +13,367 | 4455.67% | Q1 2026 | May 15, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 10,923 | 1,119 | 0.04% | 0.02% | 15 | +6,213 | 131.91% | Q1 2026 | May 13, 2026 |
| LifeGoal Investments, LLC | History | New | 8,468 | 866 | 0.5% | 0.58% | 16 | +8,468 | New | Q1 2026 | Apr 14, 2026 |
| Creative Planning | History | New | 8,170 | 837 | 0.0% | — | 17 | +8,170 | New | Q1 2026 | May 12, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 6,875 | 704 | 0.01% | 0.01% | 18 | +980 | 16.62% | Q1 2026 | May 05, 2026 |
| LPL Financial LLC | History | New | 6,689 | 685 | 0.0% | — | 19 | +6,689 | New | Q1 2026 | May 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 6,136 | 628 | 0.0% | — | 20 | +6,136 | New | Q1 2026 | May 15, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | New | 5,800 | 594 | 0.09% | — | 21 | +5,800 | New | Q1 2026 | Apr 20, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 5,153 | 527 | 0.02% | 0.01% | 22 | +2,701 | 110.15% | Q1 2026 | Apr 22, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | No change | 5,000 | 512 | 0.25% | 0.26% | 23 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Graney & King, LLC | History | Added to | 4,949 | 507 | 0.27% | 0.09% | 24 | +3,464 | 233.27% | Q1 2026 | May 18, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | New | 4,879 | 499 | 0.14% | — | 25 | +4,879 | New | Q1 2026 | May 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 4,750 | 486 | 0.0% | 0.0% | 26 | -15,218 | -76.21% | Q1 2026 | May 14, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 4,745 | 486 | 0.08% | 0.08% | 27 | +25 | 0.53% | Q1 2026 | Apr 17, 2026 |
| Compass Planning Associates Inc | History | Added to | 4,357 | 446 | 0.29% | 0.28% | 28 | +480 | 12.38% | Q1 2026 | Apr 21, 2026 |
| SageView Advisory Group, LLC | History | No change | 4,182 | 431 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 4,119 | 421 | 0.0% | 0.0% | 30 | +2,026 | 96.8% | Q1 2026 | May 01, 2026 |
| Two West Capital Advisors LLC | History | Added to | 2,907 | 300 | 0.16% | 0.17% | 31 | +23 | 0.8% | Q1 2026 | May 04, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 2,728 | 279 | 0.02% | — | 32 | +2,728 | New | Q1 2026 | Apr 08, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 2,580 | 266 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Platt Wealth Management LLC | History | New | 2,400 | 245 | 0.24% | — | 34 | +2,400 | New | Q1 2026 | May 01, 2026 |
| HRT FINANCIAL LP | History | New | 2,290 | 234 | 0.0% | — | 35 | +2,290 | New | Q1 2026 | May 14, 2026 |
| Bouchey Financial Group Ltd | History | No change | 1,972 | 203 | 0.01% | 0.02% | 36 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | New | 1,926 | 197 | 0.01% | — | 37 | +1,926 | New | Q1 2026 | Apr 10, 2026 |
| Elequin Capital, LP | History | Reduced | 1,597 | 163 | 0.01% | 0.18% | 38 | -22,034 | -93.24% | Q1 2026 | May 11, 2026 |
| S.A. Mason LLC | History | New | 1,110 | 113 | 0.04% | — | 39 | +1,110 | New | Q1 2026 | Apr 27, 2026 |
| FIDUCIARY ADVISORS, INC. | History | Added to | 435 | 44 | 0.03% | 0.03% | 40 | +31 | 7.67% | Q1 2026 | Apr 16, 2026 |
| Parallel Advisors, LLC | History | No change | 280 | 28 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| UBS Group AG | History | New | 100 | 10 | 0.0% | — | 42 | +100 | New | Q1 2026 | May 05, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,393 | -100.0% | Q1 2026 | May 15, 2026 |
| Bravias Capital Group, LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -3,908 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Private Advisor Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,000 | -100.0% | Q1 2026 | Apr 24, 2026 |
| MORGAN STANLEY | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 15, 2026 |