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 | 287,315 | 29,228 | 1.59% | 1.63% | 1 | +21,553 | 8.11% | Q2 2026 | Aug 05, 2026 |
| Francis Financial, Inc. | History | Added to | 170,398 | 17,721 | 2.9% | 2.84% | 2 | +20,772 | 13.88% | Q2 2026 | Aug 10, 2026 |
| WNY Asset Management, LLC | History | Added to | 81,565 | 8,482 | 0.76% | 0.84% | 3 | +2,167 | 2.73% | Q2 2026 | Aug 17, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 77,012 | 8,009 | 0.04% | 0.04% | 4 | -5,382 | -6.53% | Q2 2026 | Aug 11, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Added to | 57,890 | 6,020 | 1.49% | 0.14% | 5 | +53,011 | 1086.51% | Q2 2026 | Aug 07, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 42,042 | 4,372 | 0.87% | 0.59% | 6 | +16,413 | 64.04% | Q2 2026 | Aug 11, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 40,706 | 4,233 | 0.03% | 0.02% | 7 | +12,446 | 44.04% | Q2 2026 | Aug 12, 2026 |
| Savvy Advisors, Inc. | History | New | 32,273 | 3,356 | 0.07% | — | 8 | +32,273 | New | Q2 2026 | Aug 03, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | No change | 30,983 | 3,174 | 0.08% | 0.08% | 9 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 28,642 | 2,978 | 0.0% | 0.0% | 10 | -2,859 | -9.08% | Q2 2026 | Aug 05, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 25,410 | 2,642 | 0.2% | 0.23% | 11 | -1,387 | -5.18% | Q2 2026 | Aug 07, 2026 |
| Rise Advisors, LLC | History | Reduced | 22,643 | 2,354 | 0.66% | 0.89% | 12 | -2,025 | -8.21% | Q2 2026 | Jul 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 21,115 | 2,195 | 0.0% | 0.0% | 13 | +7,448 | 54.5% | Q2 2026 | Aug 14, 2026 |
| SATOVSKY ASSET MANAGEMENT LLC | History | Added to | 20,615 | 2,143 | 0.34% | 0.31% | 14 | +3,663 | 21.61% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | New | 19,456 | 2,023 | 0.01% | — | 15 | +19,456 | New | Q2 2026 | Aug 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 16,875 | 1,754 | 0.0% | 0.0% | 16 | +1,163 | 7.4% | Q2 2026 | Jul 29, 2026 |
| LPL Financial LLC | History | Added to | 16,252 | 1,690 | 0.0% | 0.0% | 17 | +9,563 | 142.97% | Q2 2026 | Aug 07, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 13,842 | 1,439 | 0.04% | 0.04% | 18 | +2,919 | 26.72% | Q2 2026 | Jul 08, 2026 |
| Family Manage LLC | History | New | 9,610 | 999 | 0.1% | — | 19 | +9,610 | New | Q2 2026 | Aug 14, 2026 |
| Prospect Financial Services LLC | History | New | 9,234 | 960 | 0.49% | — | 20 | +9,234 | New | Q2 2026 | Aug 06, 2026 |
| LifeGoal Investments, LLC | History | Added to | 8,536 | 887 | 0.41% | 0.5% | 21 | +68 | 0.8% | Q2 2026 | Jul 08, 2026 |
| Creative Planning | History | No change | 8,170 | 849 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Richard C. Young & CO., LTD. | History | New | 6,758 | 702 | 0.05% | — | 23 | +6,758 | New | Q2 2026 | Jul 28, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 5,941 | 617 | 0.02% | 0.02% | 24 | +788 | 15.29% | Q2 2026 | Aug 04, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 5,895 | 613 | 0.01% | 0.01% | 26 | -980 | -14.25% | Q2 2026 | Aug 03, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Added to | 5,900 | 613 | 0.08% | 0.09% | 25 | +100 | 1.72% | Q2 2026 | Jul 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 5,823 | 605 | 0.0% | 0.0% | 27 | -313 | -5.1% | Q2 2026 | Aug 19, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 5,750 | 598 | 0.0% | 0.0% | 28 | +1,000 | 21.05% | Q2 2026 | Aug 14, 2026 |
| Graney & King, LLC | History | Added to | 5,580 | 580 | 0.21% | 0.27% | 29 | +631 | 12.75% | Q2 2026 | Aug 07, 2026 |
| Main Street Financial Solutions, LLC | History | Added to | 5,345 | 555 | 0.04% | 0.02% | 30 | +2,339 | 77.81% | Q2 2026 | Aug 07, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | No change | 5,000 | 520 | 0.23% | 0.25% | 31 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 4,783 | 497 | 0.07% | 0.08% | 32 | +38 | 0.8% | Q2 2026 | Aug 06, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 4,731 | 492 | 0.01% | — | 33 | +4,731 | New | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 4,461 | 463 | 0.01% | 0.0% | 34 | +4,181 | 1493.21% | Q2 2026 | Aug 05, 2026 |
| Compass Planning Associates Inc | History | No change | 4,357 | 453 | 0.24% | 0.29% | 35 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Quantinno Capital Management LP | History | New | 4,272 | 444 | 0.0% | — | 36 | +4,272 | New | Q2 2026 | Aug 13, 2026 |
| SageView Advisory Group, LLC | History | No change | 4,182 | 434 | 0.01% | 0.02% | 37 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wealthspire Advisors, LLC | History | No change | 4,119 | 428 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Equitable Holdings, Inc. | History | New | 4,090 | 425 | 0.0% | — | 39 | +4,090 | New | Q2 2026 | Aug 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 3,851 | 400 | 0.0% | — | 40 | +3,851 | New | Q2 2026 | Aug 12, 2026 |
| MYECFO, LLC | History | New | 3,560 | 370 | 0.14% | — | 41 | +3,560 | New | Q2 2026 | Aug 10, 2026 |
| Sandhill Capital Partners LLC | History | New | 3,461 | 359 | 0.03% | — | 42 | +3,461 | New | Q2 2026 | Aug 13, 2026 |
| OakTrust Wealth Advisors, LLC | History | New | 3,298 | 342 | 0.29% | — | 43 | +3,298 | New | Q2 2026 | Aug 06, 2026 |
| Strategic Advisors LLC | History | New | 3,213 | 334 | 0.07% | — | 44 | +3,213 | New | Q2 2026 | Jul 28, 2026 |
| Two West Capital Advisors LLC | History | Added to | 2,930 | 301 | 0.15% | 0.16% | 45 | +23 | 0.79% | Q2 2026 | Jul 22, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 2,851 | 296 | 0.0% | 0.0% | 46 | -67,614 | -95.95% | Q2 2026 | Aug 14, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | New | 2,728 | 283 | 0.02% | — | 47 | +2,728 | New | Q2 2026 | Jul 07, 2026 |
| CANANDAIGUA NATIONAL CORP | History | No change | 2,728 | 279 | 0.02% | 0.02% | 48 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Cetera Investment Advisers | History | New | 2,583 | 268 | 0.0% | — | 49 | +2,583 | New | Q2 2026 | Aug 12, 2026 |
| Platt Wealth Management LLC | History | No change | 2,400 | 249 | 0.2% | 0.24% | 50 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CWA Asset Management Group, LLC | History | New | 2,100 | 218 | 0.01% | — | 51 | +2,100 | New | Q2 2026 | Jul 14, 2026 |
| Bouchey Financial Group, Ltd. | History | Added to | 2,086 | 216 | 0.01% | 0.01% | 52 | +114 | 5.78% | Q2 2026 | Jul 27, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 1,929 | 200 | 0.0% | — | 53 | +1,929 | New | Q2 2026 | Aug 18, 2026 |
| S.A. Mason LLC | History | No change | 1,110 | 115 | 0.04% | 0.04% | 54 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 1,036 | 107 | 0.01% | — | 55 | +1,036 | New | Q2 2026 | Aug 13, 2026 |
| Timbuktu Capital Management, LLC | History | New | 1,000 | 104 | 0.16% | — | 56 | +1,000 | New | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 200 | 20 | 0.0% | — | 58 | +200 | New | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Added to | 200 | 20 | 0.0% | — | 57 | +199 | 19900.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | New | 181 | 18 | 0.0% | — | 59 | +181 | New | Q2 2026 | Aug 13, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | New | 94 | 9 | 0.0% | — | 60 | +94 | New | Q2 2026 | Jul 27, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.05% | — | -19,527 | -100.0% | Q2 2026 | Aug 11, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,290 | -100.0% | Q2 2026 | Aug 14, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,926 | -100.0% | Q2 2026 | Jul 13, 2026 |
| Elequin Capital, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -1,597 | -100.0% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -435 | -100.0% | Q2 2026 | Jul 24, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q2 2026 | Aug 13, 2026 |