Vault-13

VANGUARD NY TAX FREE FDS MUNY

TAX EXEMPT BD · ETP · CUSIP 92204H400

58 institutional holders +14 vs Q1 2026
1,137,3991.1m shares reported held*
$117.6mreported value*
20 new 22 added 7 reduced 6 sold out net bought ≈ $17.7m (+170.1k 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 ≈ $103.42.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q2 25: 4Q3 25: 16Q4 25: 30Q1 26: 44Q2 26: 5858Q2 25Q3 25Q4 25Q1 26Q2 26
Numbers
QuarterHolders
Q2 20254
Q3 202516
Q4 202530
Q1 202644
Q2 202658

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q3 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 26Q2 26: 42 bought or addedQ2 26: 13 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2025153
Q4 2025263
Q1 2026365
Q2 20264213

Biggest buyers

OGOREK ANTHONY JOSEPH /NY/ /ADV Added +53,011+53.0k
Savvy Advisors, Inc. New +32,273+32.3k
Bridgewater Advisors Inc. Added +21,553+21.6k
Francis Financial, Inc. Added +20,772+20.8k
Arax Advisory Partners New +19,456+19.5k
Rialto Wealth Management, LLC Added +16,413+16.4k
GUGGENHEIM CAPITAL LLC Added +12,446+12.4k
Family Manage LLC New +9,610+9.6k
LPL Financial LLC Added +9,563+9.6k
Prospect Financial Services LLC New +9,234+9.2k

Biggest sellers

JANE STREET GROUP, LLC Reduced -67,614-67.6k
Tower Research Capital LLC (TRC) Sold out -19,527-19.5k
IEQ CAPITAL, LLC Reduced -5,382-5.4k
HighTower Advisors, LLC Reduced -2,859-2.9k
HRT FINANCIAL LP Sold out -2,290-2.3k
Rise Advisors, LLC Reduced -2,025-2.0k
ARMSTRONG ADVISORY GROUP, INC Sold out -1,926-1.9k
Elequin Capital, LP Sold out -1,597-1.6k
Tortoise Investment Management, LLC Reduced -1,387-1.4k
Crestwood Advisors Group, LLC Reduced -980-980

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Bridgewater Advisors Inc. 1.59% of their portfolio NEW YORK, NY 287,315287.3k $29.2m $29.2m 1.59% Added +21.6k +21,553
2 Francis Financial, Inc. 2.91% of their portfolio NEW YORK, NY 170,398170.4k $17.7m $17.7m 2.91% Added +20.8k +20,772
3 WNY Asset Management, LLC 0.76% of their portfolio Williamsville, NY 81,56581.6k $8.5m $8.5m 0.76% Added +2.2k +2,167
4 IEQ CAPITAL, LLC 0.04% of their portfolio Foster City, CA 77,01277.0k $8.0m $8.0m 0.04% Reduced -5.4k -5,382
5 OGOREK ANTHONY JOSEPH /NY/ /ADV 1.49% of their portfolio WILLIAMSVILLE, NY 57,89057.9k $6.0m $6.0m 1.49% Added +53.0k +53,011
6 Rialto Wealth Management, LLC 0.87% of their portfolio SYRACUSE, NY 42,04242.0k $4.4m $4.4m 0.87% Added +16.4k +16,413
7 GUGGENHEIM CAPITAL LLC 0.03% of their portfolio CHICAGO, IL 40,70640.7k $4.2m $4.2m 0.03% Added +12.4k +12,446
8 Savvy Advisors, Inc. 0.07% of their portfolio NEW YORK, NY 32,27332.3k $3.4m $3.4m 0.07% New
9 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 28,64228.6k $3.0m $3.0m 0.00% Reduced -2.9k -2,859
10 Tortoise Investment Management, LLC 0.20% of their portfolio WHITE PLAINS, NY 25,41025.4k $2.6m $2.6m 0.20% Reduced -1.4k -1,387
11 Rise Advisors, LLC 0.66% of their portfolio ROCHESTER, NY 22,64322.6k $2.4m $2.4m 0.66% Reduced -2.0k -2,025
12 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 21,11521.1k $2.2m $2.2m 0.00% Added +7.4k +7,448
13 SATOVSKY ASSET MANAGEMENT LLC 0.34% of their portfolio NEW YORK, NY 20,61520.6k $2.1m $2.1m 0.34% Added +3.7k +3,663
14 Arax Advisory Partners 0.01% of their portfolio NEW YORK, NY 19,45619.5k $2.0m $2.0m 0.01% New
15 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 16,87516.9k $1.8m $1.8m 0.00% Added +1.2k +1,163
16 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 16,25216.3k $1.7m $1.7m 0.00% Added +9.6k +9,563
17 Hennion & Walsh Asset Management, Inc. 0.04% of their portfolio Parsippany, NJ 13,84213.8k $1.4m $1.4m 0.04% Added +2.9k +2,919
18 Family Manage LLC 0.10% of their portfolio NEW YORK, NY 9,6109.6k $999.4k $999.4k 0.10% New
19 Prospect Financial Services LLC 0.49% of their portfolio MELVILLE, NY 9,2349.2k $960.4k $960.4k 0.49% New
20 LifeGoal Investments, LLC 0.41% of their portfolio SARATOGA SPRINGS, NY 8,5368.5k $887.8k $887.8k 0.41% Added +68 +68
21 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 8,1708.2k $849.7k $849.7k 0.00% Unchanged
22 Richard C. Young & CO., LTD. 0.05% of their portfolio NEWPORT, RI 6,7586.8k $702.8k $702.8k 0.05% New
23 Joel Isaacson & Co., LLC 0.02% of their portfolio NEW YORK, NY 5,9415.9k $617.8k $617.8k 0.02% Added +788 +788
24 CHATHAM CAPITAL GROUP, INC. 0.08% of their portfolio SAVANNAH, GA 5,9005.9k $613.6k $613.6k 0.08% Added +100 +100
25 Crestwood Advisors Group, LLC 0.01% of their portfolio BOSTON, MA 5,8955.9k $613.1k $613.1k 0.01% Reduced -980 -980
26 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 5,8235.8k $605.6k $605.6k 0.00% Reduced -313 -313
27 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 5,7505.8k $598.0k $598.0k 0.00% Added +1.0k +1,000
28 Graney & King, LLC 0.21% of their portfolio LATHAM, NY 5,5805.6k $580.3k $580.3k 0.21% Added +631 +631
29 Main Street Financial Solutions, LLC 0.04% of their portfolio NEWTOWN, PA 5,3455.3k $555.8k $555.8k 0.04% Added +2.3k +2,339
30 AMERICAN FINANCIAL & TAX STRATEGIES INC 0.23% of their portfolio NEW YORK, NY 5,0005.0k $520.0k $520.0k 0.23% Unchanged
31 Bell Investment Advisors, Inc 0.07% of their portfolio ORINDA, CA 4,7834.8k $497.4k $497.4k 0.07% Added +38 +38
32 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 4,7314.7k $492.0k $492.0k 0.01% New
33 Parallel Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 4,4614.5k $463.9k $463.9k 0.01% Added +4.2k +4,181
34 Compass Planning Associates Inc 0.24% of their portfolio GREENFIELD, MA 4,3574.4k $453.1k $453.1k 0.24% Unchanged
35 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 4,2724.3k $444.3k $444.3k 0.00% New
36 SageView Advisory Group, LLC 0.01% of their portfolio Newport Beach, CA 4,1824.2k $434.9k $434.9k 0.01% Unchanged
37 Wealthspire Advisors, LLC 0.00% of their portfolio NEW YORK, NY 4,1194.1k $428.4k $428.4k 0.00% Unchanged
38 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 4,0904.1k $425.4k $425.4k 0.00% New
39 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 3,8513.9k $400.5k $400.5k 0.00% New
40 MYECFO, LLC 0.14% of their portfolio La Jolla, CA 3,5603.6k $370.2k $370.2k 0.14% New
41 Sandhill Capital Partners LLC 0.03% of their portfolio BUFFALO, NY 3,4613.5k $359.9k $359.9k 0.03% New
42 OakTrust Wealth Advisors, LLC 0.30% of their portfolio WILTON, CT 3,2983.3k $343.0k $343.0k 0.30% New
43 Strategic Advisors LLC 0.07% of their portfolio New York, NY 3,2133.2k $334.2k $334.2k 0.07% New
44 Two West Capital Advisors LLC 0.15% of their portfolio Overland Park, KS 2,9302.9k $301.3k $301.3k 0.15% Added +23 +23
45 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 2,8512.9k $296.5k $296.5k 0.00% Reduced -67.6k -67,614
46 CANANDAIGUA NATIONAL BANK & TRUST CO 0.02% of their portfolio CANANDAIGUA, NY 2,7282.7k $283.7k $283.7k 0.02% First filing
47 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 2,5832.6k $268.6k $268.6k 0.00% New
48 Platt Wealth Management LLC 0.20% of their portfolio SAN DIEGO, CA 2,4002.4k $249.0k $249.0k 0.20% Unchanged
49 CWA Asset Management Group, LLC 0.01% of their portfolio NAPLES, FL 2,1002.1k $218.4k $218.4k 0.01% New
50 Bouchey Financial Group, Ltd. 0.01% of their portfolio TROY, NY 2,0862.1k $216.9k $216.9k 0.01% Added +114 +114
51 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 1,9291.9k $200.6k $200.6k 0.00% New
52 S.A. Mason LLC 0.04% of their portfolio HOLLAND, MI 1,1101.1k $115.4k $115.4k 0.04% Unchanged
53 FIDUCIARY FINANCIAL ADVISORS 0.01% of their portfolio GRAND RAPIDS, MI 1,0361.0k $107.7k $107.7k 0.01% New
54 Timbuktu Capital Management, LLC 0.16% of their portfolio BOSTON, MA 1,0001.0k $104.0k $104.0k 0.16% First filing
55 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 200200 $20.8k $20.8k 0.00% New
56 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 200200 $20.8k $20.8k 0.00% Added +199 +199
57 FMR LLC 0.00% of their portfolio BOSTON, MA 181181 $18.8k $18.8k 0.00% New
58 RAFFA WEALTH MANAGEMENT, LLC 0.00% of their portfolio WASHINGTON, DC 9494 $9.8k $9.8k 0.00% New