Vault-13

VANGUARD NY TAX FREE FDS MUNY

TAX EXEMPT BD · ETP · CUSIP 92204H400

44 institutional holders +14 vs Q4 2025
997,288997.3k shares reported held*
$102.3mreported value*
15 new 21 added 2 reduced 3 sold out net bought ≈ $38.3m (+374.1k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $102.58.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q2 25: 4Q3 25: 16Q4 25: 30Q1 26: 4444Q2 25Q3 25Q4 25Q1 26
Numbers
QuarterHolders
Q2 20254
Q3 202516
Q4 202530
Q1 202644

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q3 25: 15 bought or addedQ3 25: 3 cut or sold outQ3 25Q4 25: 26 bought or addedQ4 25: 3 cut or sold outQ4 25Q1 26: 36 bought or addedQ1 26: 5 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q3 2025153
Q4 2025263
Q1 2026365

Biggest buyers

Bridgewater Advisors Inc. Added +80,586+80.6k
JANE STREET GROUP, LLC Added +61,989+62.0k
HighTower Advisors, LLC New +31,501+31.5k
JOURNEY STRATEGIC WEALTH LLC New +30,983+31.0k
Rise Advisors, LLC New +24,668+24.7k
Tower Research Capital LLC (TRC) New +19,527+19.5k
GUGGENHEIM CAPITAL LLC Added +19,072+19.1k
Rialto Wealth Management, LLC Added +18,489+18.5k
Francis Financial, Inc. Added +17,639+17.6k
IEQ CAPITAL, LLC Added +16,111+16.1k

Biggest sellers

Elequin Capital, LP Reduced -22,034-22.0k
RAYMOND JAMES FINANCIAL INC Reduced -15,218-15.2k
OLD MISSION CAPITAL LLC Sold out -5,393-5.4k
Bravias Capital Group, LLC Sold out -3,908-3.9k
Private Advisor Group, LLC Sold out -2,000-2.0k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Bridgewater Advisors Inc. 1.63% of their portfolio NEW YORK, NY 265,762265.8k $27.4m $27.4m 1.63% Added +80.6k +80,586
2 Francis Financial, Inc. 2.85% of their portfolio NEW YORK, NY 149,626149.6k $15.3m $15.3m 2.85% Added +17.6k +17,639
3 IEQ CAPITAL, LLC 0.04% of their portfolio Foster City, CA 82,39482.4k $8.4m $8.4m 0.04% Added +16.1k +16,111
4 WNY Asset Management, LLC 0.84% of their portfolio Williamsville, NY 79,39879.4k $8.1m $8.1m 0.84% First filing
5 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 70,46570.5k $7.2m $7.2m 0.01% Added +62.0k +61,989
6 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 31,50131.5k $3.2m $3.2m 0.00% New
7 JOURNEY STRATEGIC WEALTH LLC 0.08% of their portfolio SUMMIT, NJ 30,98331.0k $3.2m $3.2m 0.08% New
8 GUGGENHEIM CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 28,26028.3k $2.9m $2.9m 0.02% Added +19.1k +19,072
9 Tortoise Investment Management, LLC 0.23% of their portfolio WHITE PLAINS, NY 26,79726.8k $2.7m $2.7m 0.23% Added +13.3k +13,347
10 Rialto Wealth Management, LLC 0.59% of their portfolio SYRACUSE, NY 25,62925.6k $2.6m $2.6m 0.59% Added +18.5k +18,489
11 Rise Advisors, LLC 0.89% of their portfolio ROCHESTER, NY 24,66824.7k $2.5m $2.5m 0.89% New
12 Tower Research Capital LLC (TRC) 0.05% of their portfolio NEW YORK, NY 19,52719.5k $2.0m $2.0m 0.05% New
13 SATOVSKY ASSET MANAGEMENT LLC 0.31% of their portfolio NEW YORK, NY 16,95217.0k $1.7m $1.7m 0.31% Added +5.5k +5,472
14 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 15,71215.7k $1.6m $1.6m 0.00% Added +5.5k +5,532
15 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 13,66713.7k $1.4m $1.4m 0.00% Added +13.4k +13,367
16 Hennion & Walsh Asset Management, Inc. 0.04% of their portfolio Parsippany, NJ 10,92310.9k $1.1m $1.1m 0.04% Added +6.2k +6,213
17 LifeGoal Investments, LLC 0.50% of their portfolio SARATOGA SPRINGS, NY 8,4688.5k $867.0k $867.0k 0.50% Added +8.5k +8,468
18 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 8,1708.2k $837.0k $837.0k 0.00% New
19 Crestwood Advisors Group, LLC 0.01% of their portfolio BOSTON, MA 6,8756.9k $704.3k $704.3k 0.01% Added +980 +980
20 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 6,6896.7k $685.2k $685.2k 0.00% New
21 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 6,1366.1k $628.6k $628.6k 0.00% New
22 CHATHAM CAPITAL GROUP, INC. 0.09% of their portfolio SAVANNAH, GA 5,8005.8k $594.2k $594.2k 0.09% New
23 Joel Isaacson & Co., LLC 0.02% of their portfolio NEW YORK, NY 5,1535.2k $528.0k $528.0k 0.02% Added +2.7k +2,701
24 AMERICAN FINANCIAL & TAX STRATEGIES INC 0.25% of their portfolio NEW YORK, NY 5,0005.0k $512.2k $512.2k 0.25% Unchanged
25 Graney & King, LLC 0.27% of their portfolio LATHAM, NY 4,9494.9k $507.0k $507.0k 0.27% Added +3.5k +3,464
26 OGOREK ANTHONY JOSEPH /NY/ /ADV 0.14% of their portfolio WILLIAMSVILLE, NY 4,8794.9k $499.0k $499.0k 0.14% New
27 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 4,7504.8k $486.6k $486.6k 0.00% Reduced -15.2k -15,218
28 Bell Investment Advisors, Inc 0.08% of their portfolio ORINDA, CA 4,7454.7k $486.1k $486.1k 0.08% Added +25 +25
29 Compass Planning Associates Inc 0.29% of their portfolio GREENFIELD, MA 4,3574.4k $446.4k $446.4k 0.29% Added +480 +480
30 SageView Advisory Group, LLC 0.02% of their portfolio Newport Beach, CA 4,1824.2k $428.4k $428.4k 0.02% Unchanged
31 Wealthspire Advisors, LLC 0.00% of their portfolio NEW YORK, NY 4,1194.1k $422.0k $422.0k 0.00% Added +2.0k +2,026
32 Main Street Financial Solutions, LLC 0.02% of their portfolio NEWTOWN, PA 3,0063.0k $307.9k $307.9k 0.02% Added +426 +426
33 Two West Capital Advisors LLC 0.16% of their portfolio Overland Park, KS 2,9072.9k $300.5k $300.5k 0.16% Added +23 +23
34 CANANDAIGUA NATIONAL CORP 0.03% of their portfolio CANANDAIGUA, NY 2,7282.7k $279.5k $279.5k 0.03% First filing
35 Platt Wealth Management LLC 0.24% of their portfolio SAN DIEGO, CA 2,4002.4k $245.0k $245.0k 0.24% New
36 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 2,2902.3k $234.0k $234.0k 0.00% New
37 Bouchey Financial Group, Ltd. 0.01% of their portfolio TROY, NY 1,9722.0k $203.4k $203.4k 0.01% Unchanged
38 ARMSTRONG ADVISORY GROUP, INC 0.01% of their portfolio NEEDHAM, MA 1,9261.9k $197.3k $197.3k 0.01% New
39 Elequin Capital, LP 0.01% of their portfolio NEW YORK, NY 1,5971.6k $163.6k $163.6k 0.01% Reduced -22.0k -22,034
40 S.A. Mason LLC 0.04% of their portfolio HOLLAND, MI 1,1101.1k $113.7k $113.7k 0.04% New
41 FIDUCIARY ADVISORS, INC. 0.03% of their portfolio ST. LOUIS, MO 435435 $44.5k $44.5k 0.03% Added +31 +31
42 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 280280 $28.7k $28.7k 0.00% Unchanged
43 UBS Group AG 0.00% of their portfolio ZURICH, V8 100100 $10.2k $10.2k 0.00% New
44 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 11 $130 $130 0.00% New