VANGUARD NY TAX-EX BOND (MUNY) Institutional Ownership Changes & 13F Activity

VANGUARD NY TAX-EX BOND (MUNY). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Wny Asset Management, Llc, Jane Street Group, Llc, Ogorek Anthony Joseph, Bridgewater Advisors Inc., and Francis Financial, Inc..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Mercer Global Advisors IncSell-313-5.1%5,823$605.59KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+1,9291,929$200.62KQ2 2026Aug 18, 2026
Wny Asset Management, LlcBuy+81,56581,565$8.48MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+4,0904,090$425.36KQ2 2026Aug 17, 2026
Jane Street Group, LlcSell-67,614-96.0%2,851$296.50KQ2 2026Aug 14, 2026
Family Manage LlcBuy+9,6109,610$999.44KQ2 2026Aug 14, 2026
Bank Of America CorpBuy+7,448+54.5%21,115$2.20MQ2 2026Aug 14, 2026
Old Mission Capital LlcBuy+4,7314,731$492.02KQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+1,0361,036$107.67KQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+1,000+21.1%5,750$598.00KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+200200$20.80KQ2 2026Aug 14, 2026
Quantinno Capital Management LpBuy+4,2724,272$444.29KQ2 2026Aug 13, 2026
Satovsky Asset Management LlcBuy+3,663+21.6%20,615$2.14MQ2 2026Aug 13, 2026
Sandhill Capital Partners LlcBuy+3,4613,461$359.91KQ2 2026Aug 13, 2026
Morgan StanleyBuy+199+19900.0%200$20.80KQ2 2026Aug 13, 2026
Fmr LlcBuy+181181$18.82KQ2 2026Aug 13, 2026
Guggenheim Capital LlcBuy+12,446+44.0%40,706$4.23MQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+2,5832,583$268.63KQ2 2026Aug 12, 2026
Rialto Wealth Management, LlcBuy+16,413+64.0%42,042$4.37MQ2 2026Aug 11, 2026
Ieq Capital, LlcSell-5,382-6.5%77,012$8.01MQ2 2026Aug 11, 2026
Francis Financial, Inc.Buy+20,772+13.9%170,398$17.72MQ2 2026Aug 10, 2026
Arax Advisory PartnersBuy+19,45619,456$2.02MQ2 2026Aug 10, 2026
Myecfo, LlcBuy+3,5603,560$370.24KQ2 2026Aug 10, 2026
Ogorek Anthony JosephBuy+57,89057,890$6.02MQ2 2026Aug 07, 2026
Lpl Financial LlcBuy+9,563+143.0%16,252$1.69MQ2 2026Aug 07, 2026
Tortoise Investment Management, LlcSell-1,387-5.2%25,410$2.64MQ2 2026Aug 07, 2026
Graney & King, LlcBuy+631+12.8%5,580$580.34KQ2 2026Aug 07, 2026
Prospect Financial Services LlcBuy+9,2349,234$960.37KQ2 2026Aug 06, 2026
Oaktrust Wealth Advisors, LlcBuy+3,2983,298$342.99KQ2 2026Aug 06, 2026
Bridgewater Advisors Inc.Buy+21,553+8.1%287,315$29.23MQ2 2026Aug 05, 2026
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Frequently asked questions about MUNY activity

  • Which institutional owners are buying MUNY?

    Institutional owners buying MUNY include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in MUNY activity?

    "Buy" means an investor increased their reported position in MUNY compared to the prior reporting period. This reflects growing exposure to VANGUARD NY TAX-EX BOND (MUNY) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in MUNY increasing?

    Institutional interest in MUNY can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.