VANGUARD NEW YORK TAX-FREE FUNDS - MUNY
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | 185,176 | 19,171 | 1.24% | 0.62% | 1 | +99,269 | 115.55% | Q4 2025 | Jan 23, 2026 |
| Francis Financial, Inc. | History | Added to | 131,987 | 13,625 | 2.66% | 2.36% | 2 | +2,821 | 2.18% | Q4 2025 | Feb 11, 2026 |
| IEQ CAPITAL, LLC | History | New | 66,283 | 6,842 | 0.02% | — | 3 | +66,283 | New | Q4 2025 | Feb 13, 2026 |
| Elequin Capital, LP | History | Added to | 23,631 | 2,439 | 0.18% | 0.0% | 4 | +23,420 | 11099.53% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 19,968 | 2,061 | 0.0% | — | 5 | +19,968 | New | Q4 2025 | Feb 18, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 13,450 | 1,388 | 0.12% | 0.05% | 6 | +7,560 | 128.35% | Q4 2025 | Feb 06, 2026 |
| SATOVSKY ASSET MANAGEMENT LLC | History | Added to | 11,480 | 1,185 | 0.23% | 0.08% | 7 | +7,463 | 185.79% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 10,180 | 1,050 | 0.0% | 0.0% | 8 | +6,025 | 145.01% | Q4 2025 | Feb 12, 2026 |
| GUGGENHEIM CAPITAL LLC | History | New | 9,188 | 948 | 0.01% | — | 9 | +9,188 | New | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 8,476 | 874 | 0.0% | 0.0% | 10 | -1,460 | -14.69% | Q4 2025 | Feb 12, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 7,140 | 737 | 0.18% | 0.06% | 11 | +4,986 | 231.48% | Q4 2025 | Jan 12, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 5,895 | 608 | 0.01% | 0.0% | 12 | +3,045 | 106.84% | Q4 2025 | Feb 03, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 5,393 | 556 | 0.01% | 0.04% | 13 | -14,505 | -72.9% | Q4 2025 | Feb 17, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Added to | 5,000 | 516 | 0.26% | 0.18% | 14 | +1,531 | 44.13% | Q4 2025 | Jan 30, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 4,720 | 487 | 0.08% | 0.08% | 15 | +98 | 2.12% | Q4 2025 | Feb 24, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | New | 4,710 | 486 | 0.02% | — | 16 | +4,710 | New | Q4 2025 | Jan 14, 2026 |
| SageView Advisory Group, LLC | History | New | 4,182 | 431 | 0.01% | — | 17 | +4,182 | New | Q4 2025 | Feb 17, 2026 |
| Bravias Capital Group, LLC | History | New | 3,908 | 403 | 0.24% | — | 18 | +3,908 | New | Q4 2025 | Jan 29, 2026 |
| Compass Planning Associates Inc | History | New | 3,877 | 400 | 0.28% | — | 19 | +3,877 | New | Q4 2025 | Jan 22, 2026 |
| Two West Capital Advisors LLC | History | Added to | 2,884 | 297 | 0.17% | 0.18% | 20 | +23 | 0.8% | Q4 2025 | Jan 13, 2026 |
| Main Street Financial Solutions, LLC | History | New | 2,580 | 266 | 0.02% | — | 21 | +2,580 | New | Q4 2025 | Feb 17, 2026 |
| Joel Isaacson & Co., LLC | History | New | 2,452 | 253 | 0.01% | — | 22 | +2,452 | New | Q4 2025 | Jan 30, 2026 |
| Wealthspire Advisors, LLC | History | No change | 2,093 | 216 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | No change | 2,000 | 206 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Bouchey Financial Group Ltd | History | New | 1,972 | 203 | 0.02% | — | 25 | +1,972 | New | Q4 2025 | Jan 16, 2026 |
| Graney & King, LLC | History | New | 1,485 | 153 | 0.09% | — | 26 | +1,485 | New | Q4 2025 | Feb 13, 2026 |
| FIDUCIARY ADVISORS, INC. | History | New | 404 | 41 | 0.03% | — | 27 | +404 | New | Q4 2025 | Jan 27, 2026 |
| BANK OF AMERICA CORP /DE/ | History | New | 300 | 30 | 0.0% | — | 28 | +300 | New | Q4 2025 | Feb 17, 2026 |
| Parallel Advisors, LLC | History | New | 280 | 28 | 0.0% | — | 29 | +280 | New | Q4 2025 | Feb 11, 2026 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,225 | -100.0% | Q3 2025 | Oct 08, 2025 |