Who Owns Vanguard NY Tax-Exempt Bond ETF (MUNY)? -- Institutional Holders (2026-06-30)
64 institutions reported holding $117.6M of Vanguard NY Tax-Exempt Bond ETF (MUNY) in SEC 13F filings for 2026-06-30. Largest institutional holders: Bridgewater Advisors Inc. ($29.2M), Francis Financial, Inc. ($17.7M), WNY Asset Management, LLC ($8.5M), IEQ CAPITAL, LLC ($8.0M), OGOREK ANTHONY JOSEPH /NY/ /ADV ($6.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Bridgewater Advisors Inc. | $29.2M | 287,315 | Added |
| 2 | Francis Financial, Inc. | $17.7M | 170,398 | Added |
| 3 | WNY Asset Management, LLC | $8.5M | 81,565 | Added |
| 4 | IEQ CAPITAL, LLC | $8.0M | 77,012 | Trimmed |
| 5 | OGOREK ANTHONY JOSEPH /NY/ /ADV | $6.0M | 57,890 | Added |
| 6 | Rialto Wealth Management, LLC | $4.4M | 42,042 | Added |
| 7 | GUGGENHEIM CAPITAL LLC | $4.2M | 40,706 | Added |
| 8 | Savvy Advisors, Inc. | $3.4M | 32,273 | New |
| 9 | HighTower Advisors, LLC | $3.0M | 28,642 | Trimmed |
| 10 | Tortoise Investment Management, LLC | $2.6M | 25,410 | Trimmed |
| 11 | Rise Advisors, LLC | $2.4M | 22,643 | Trimmed |
| 12 | BANK OF AMERICA CORP /DE/ | $2.2M | 21,115 | Added |
| 13 | SATOVSKY ASSET MANAGEMENT LLC | $2.1M | 20,615 | Added |
| 14 | Arax Advisory Partners | $2.0M | 19,456 | New |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $1.8M | 16,875 | Added |
| 16 | LPL Financial LLC | $1.7M | 16,252 | Added |
| 17 | Hennion & Walsh Asset Management, Inc. | $1.4M | 13,842 | Added |
| 18 | Family Management Corp | $999,440 | 9,610 | New |
| 19 | Prospect Financial Services LLC | $960,374 | 9,234 | New |
| 20 | LifeGoal Investments, LLC | $887,784 | 8,536 | Added |
| 21 | Creative Planning | $849,680 | 8,170 | Hold |
| 22 | Richard C. Young & CO., LTD. | $702,809 | 6,758 | New |
| 23 | Joel Isaacson & Co., LLC | $617,818 | 5,941 | Added |
| 24 | CHATHAM CAPITAL GROUP, INC. | $613,600 | 5,900 | Added |
| 25 | Crestwood Advisors Group, LLC | $613,080 | 5,895 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30