VANGUARD NY TAX FREE FDS (MUNY)
Institutional ownership reported to the SEC as of Q2 2026, across 5 quarters.
56
Reporting holders
$112.0M
Reported value
0.0%
Held as options
+15
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Bridgewater Advisors Inc. | $29.2M | 287,315 | 1.59% | 4q | +8.1%+$2.2M |
| Francis Financial, Inc. | $17.7M | 170,398 | 2.90% | 5q | +13.9%+$2.2M |
| WNY Asset Management, LLC | $8.5M | 81,565 | 0.76% | 2q | +2.7%+$225.4K |
| IEQ CAPITAL, LLC | $8.0M | 77,012 | 0.04% | 3q | -6.5%-$559.7K |
| Rialto Wealth Management, LLC | $4.4M | 42,042 | 0.87% | 4q | +64.0%+$1.7M |
| GUGGENHEIM CAPITAL LLC | $4.2M | 40,706 | 0.03% | 3q | +44.0%+$1.3M |
| Savvy Advisors, Inc. | $3.4M | 32,273 | 0.07% | new | NEW |
| HighTower Advisors, LLC | $3.0M | 28,642 | 0.00% | 2q | -9.1%-$297.3K |
| Tortoise Investment Management, LLC | $2.6M | 25,410 | 0.20% | 4q | -5.2%-$144.2K |
| Rise Advisors, LLC | $2.4M | 22,643 | 0.66% | 2q | -8.2%-$210.6K |
| BANK OF AMERICA CORP /DE/ | $2.2M | 21,115 | 0.00% | 3q | +54.5%+$774.6K |
| SATOVSKY ASSET MANAGEMENT LLC | $2.1M | 20,615 | 0.34% | 4q | +21.6%+$380.9K |
| Arax Advisory Partners | $2.0M | 19,456 | 0.01% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.8M | 16,875 | 0.00% | 4q | +7.4%+$121.0K |
| LPL Financial LLC | $1.7M | 16,252 | 0.00% | 2q | +143.0%+$994.5K |
| Hennion & Walsh Asset Management, Inc. | $1.4M | 13,842 | 0.04% | 3q | +26.7%+$303.6K |
| MERCER GLOBAL ADVISORS INC /ADV | $1.2M | 11,646 | 0.00% | 2q | +89.8%+$573.0K |
| Family Manage LLC | $999.4K | 9,610 | 0.10% | new | NEW |
| Prospect Financial Services LLC | $960.4K | 9,234 | 0.49% | new | NEW |
| LifeGoal Investments, LLC | $887.8K | 8,536 | 0.41% | 3q | +0.8%+$7.1K |
| Creative Planning | $849.7K | 8,170 | 0.00% | 2q | HELD |
| Richard C. Young & CO., LTD. | $702.8K | 6,758 | 0.05% | new | NEW |
| Joel Isaacson & Co., LLC | $617.8K | 5,941 | 0.02% | 3q | +15.3%+$81.9K |
| CHATHAM CAPITAL GROUP, INC. | $613.6K | 5,900 | 0.08% | 2q | +1.7%+$10.4K |
| Crestwood Advisors Group, LLC | $613.1K | 5,895 | 0.01% | 4q | -14.3%-$101.9K |
| RAYMOND JAMES FINANCIAL INC | $598.0K | 5,750 | 0.00% | 3q | +21.1%+$104.0K |
| Graney & King, LLC | $580.3K | 5,580 | 0.21% | 3q | +12.8%+$65.6K |
| Main Street Financial Solutions, LLC | $555.8K | 5,345 | 0.04% | 3q | +77.8%+$243.2K |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | $520.0K | 5,000 | 0.23% | 4q | HELD |
| Bell Investment Advisors, Inc | $497.4K | 4,783 | 0.07% | 4q | +0.8%+$4.0K |
| OLD MISSION CAPITAL LLC | $492.0K | 4,731 | 0.01% | new | NEW |
| Parallel Advisors, LLC | $463.9K | 4,461 | 0.01% | 3q | +1493.2%+$434.8K |
| Compass Planning Associates Inc | $453.1K | 4,357 | 0.24% | 3q | HELD |
| Quantinno Capital Management LP | $444.3K | 4,272 | 0.00% | new | NEW |
| SageView Advisory Group, LLC | $434.9K | 4,182 | 0.01% | 3q | HELD |
| Wealthspire Advisors, LLC | $428.4K | 4,119 | 0.00% | 4q | HELD |
| Equitable Holdings, Inc. | $425.4K | 4,090 | 0.00% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $400.5K | 3,851 | 0.00% | new | NEW |
| MYECFO, LLC | $370.2K | 3,560 | 0.14% | new | NEW |
| Sandhill Capital Partners LLC | $359.9K | 3,461 | 0.03% | new | NEW |
| OakTrust Wealth Advisors, LLC | $343.0K | 3,298 | 0.30% | new | NEW |
| Strategic Advisors LLC | $334.2K | 3,213 | 0.07% | new | NEW |
| Two West Capital Advisors LLC | $301.3K | 2,930 | 0.15% | 4q | +0.8%+$2.4K |
| JANE STREET GROUP, LLC | $296.5K | 2,851 | 0.00% | 5q | -96.0%-$7.0M |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $283.7K | 2,728 | 0.02% | new | NEW |
| Cetera Investment Advisers | $268.6K | 2,583 | 0.00% | new | NEW |
| CWA Asset Management Group, LLC | $218.4K | 2,100 | 0.01% | new | NEW |
| Bouchey Financial Group, Ltd. | $216.9K | 2,086 | 0.01% | 3q | +5.8%+$11.9K |
| Beacon Pointe Advisors, LLC | $200.6K | 1,929 | 0.00% | new | NEW |
| S.A. Mason LLC | $115.4K | 1,110 | 0.04% | 2q | HELD |
| FIDUCIARY FINANCIAL ADVISORS | $107.7K | 1,036 | 0.01% | new | NEW |
| Timbuktu Capital Management, LLC | $104.0K | 1,000 | 0.16% | new | FIRST |
| WELLS FARGO & COMPANY/MN | $20.8K | 200 | 0.00% | new | NEW |
| MORGAN STANLEY | $20.8K | 200 | 0.00% | 2q | +19900.0%+$20.7K |
| FMR LLC | $18.8K | 181 | 0.00% | new | NEW |
| RAFFA WEALTH MANAGEMENT, LLC | $9.8K | 94 | 0.00% | new | NEW |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | $6.0K | 57,890 | 1.49% | 2q | +1086.5%+$5.5K |
| Platt Wealth Management LLC | $249 | 2,400 | 0.20% | 2q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 56 | $112.0M | 1,082,932 | 21 | 22 | 6 | 0.0% |
| Q1 2026 | 41 | $101.3M | 987,719 | 14 | 20 | 2 | 0.0% |
| Q4 2025 | 30 | $56.8M | 541,094 | 15 | 11 | 2 | 0.0% |
| Q3 2025 | 15 | $28.5M | 276,299 | 13 | 1 | 1 | 0.0% |
| Q2 2025 | 4 | $17.6M | 178,759 | 4 | 0 | 0 | 0.0% |