VANGUARD NY TAX-EX BOND (MUNY) Institutional Shareholders
VANGUARD NY TAX-EX BOND (MUNY) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $114.97M in MUNY holdings during the latest filing period.
Bridgewater Advisors Inc. is currently the largest disclosed institutional shareholder of MUNY tracked by InsiderSet, reporting ownership valued at approximately $29.23M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $28.42M, representing an estimated loss of -2.76% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 76% of the total disclosed MUNY value among the investors covered in this analysis. Major shareholders include Bridgewater Advisors Inc., Francis Financial, Inc., Wny Asset Management, Llc, and several other long-term asset managers with concentrated positions in VANGUARD NY TAX-EX BOND (MUNY).
This page ranks the largest institutional MUNY shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
51
Total Reported Value
$114.97M
Largest Holder
Bridgewater Advisors Inc.
Largest Position
$29.23M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
62
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bridgewater Advisors Inc. | 1.59% | 287,315 | $29,228,565 | $28,422,636 | -$805,929 | -2.76% | |
| Francis Financial, Inc. | 2.91% | 170,398 | $17,721,392 | $16,856,622 | -$864,770 | -4.88% | |
| Wny Asset Management, Llc | 0.76% | 81,565 | $8,482,718 | $8,068,818 | -$413,900 | -4.88% | |
| Ieq Capital, Llc | 0.04% | 77,012 | $8,009,281 | $7,618,412 | -$390,869 | -4.88% | |
| Ogorek Anthony Joseph | 1.49% | 57,890 | $6,020,000 | $5,726,768 | -$293,232 | -4.87% | |
| Rialto Wealth Management, Llc | 0.87% | 42,042 | $4,372,368 | $4,159,005 | -$213,363 | -4.88% | |
| Guggenheim Capital Llc | 0.03% | 40,706 | $4,233,424 | $4,026,841 | -$206,583 | -4.88% | |
| Savvy Advisors, Inc. | 0.07% | 32,273 | $3,356,392 | $3,192,607 | -$163,785 | -4.88% | |
| Journey Strategic Wealth Llc | 0.08% | 30,983 | $3,174,208 | $3,064,993 | -$109,215 | -3.44% | |
| Tortoise Investment Management, Llc | 0.20% | 25,410 | $2,642,640 | $2,513,684 | -$128,956 | -4.88% | |
| Rise Advisors, Llc | 0.66% | 22,643 | $2,354,866 | $2,239,959 | -$114,907 | -4.88% | |
| Bank Of America Corp | 0.00% | 21,115 | $2,195,982 | $2,088,801 | -$107,181 | -4.88% | |
| Satovsky Asset Management Llc | 0.34% | 20,615 | $2,143,924 | $2,039,339 | -$104,585 | -4.88% | |
| Arax Advisory Partners | 0.01% | 19,456 | $2,023,424 | $1,924,685 | -$98,739 | -4.88% | |
| Commonwealth Equity Services, Llc | 0.00% | 16,875 | $1,754,989 | $1,669,359 | -$85,630 | -4.88% | |
| Lpl Financial Llc | 0.00% | 16,252 | $1,690,169 | $1,607,729 | -$82,440 | -4.88% | |
| Hennion & Walsh Asset Management, Inc. | 0.04% | 13,842 | $1,439,568 | $1,369,320 | -$70,248 | -4.88% | |
| Family Manage Llc | 0.10% | 9,610 | $999,440 | $950,669 | -$48,771 | -4.88% | |
| Prospect Financial Services Llc | 0.49% | 9,234 | $960,374 | $913,473 | -$46,901 | -4.88% | |
| Lifegoal Investments, Llc | 0.41% | 8,536 | $887,784 | $844,424 | -$43,360 | -4.88% | |
| Richard C. Young & Co., Ltd. | 0.05% | 6,758 | $702,809 | $668,535 | -$34,274 | -4.88% | |
| Joel Isaacson & Co., Llc | 0.02% | 5,941 | $617,818 | $587,713 | -$30,105 | -4.87% | |
| Chatham Capital Group, Inc. | 0.08% | 5,900 | $613,600 | $583,658 | -$29,943 | -4.88% | |
| Crestwood Advisors Group, Llc | 0.01% | 5,895 | $613,080 | $583,163 | -$29,917 | -4.88% | |
| Mercer Global Advisors Inc | 0.00% | 5,823 | $605,592 | $576,040 | -$29,552 | -4.88% | |
| Raymond James Financial Inc | 0.00% | 5,750 | $598,000 | $568,819 | -$29,181 | -4.88% | |
| Graney & King, Llc | 0.21% | 5,580 | $580,342 | $552,002 | -$28,341 | -4.88% | |
| American Financial & Tax Strategies Inc | 0.23% | 5,000 | $520,000 | $494,625 | -$25,375 | -4.88% | |
| Old Mission Capital Llc | 0.01% | 4,731 | $492,024 | $468,014 | -$24,010 | -4.88% | |
| Parallel Advisors, Llc | 0.01% | 4,461 | $463,944 | $441,304 | -$22,640 | -4.88% | |
| Compass Planning Associates Inc | 0.24% | 4,357 | $453,128 | $431,016 | -$22,112 | -4.88% | |
| Quantinno Capital Management Lp | 0.00% | 4,272 | $444,288 | $422,608 | -$21,680 | -4.88% | |
| Wealthspire Advisors, Llc | 0.00% | 4,119 | $428,376 | $407,472 | -$20,904 | -4.88% | |
| Equitable Holdings, Inc. | 0.00% | 4,090 | $425,360 | $404,603 | -$20,757 | -4.88% | |
| Myecfo, Llc | 0.14% | 3,560 | $370,240 | $352,173 | -$18,067 | -4.88% | |
| Sandhill Capital Partners Llc | 0.03% | 3,461 | $359,912 | $342,379 | -$17,533 | -4.87% | |
| Oaktrust Wealth Advisors, Llc | 0.30% | 3,298 | $342,992 | $326,255 | -$16,737 | -4.88% | |
| Strategic Advisors Llc | 0.07% | 3,213 | $334,152 | $317,846 | -$16,306 | -4.88% | |
| Two West Capital Advisors Llc | 0.15% | 2,930 | $301,304 | $289,850 | -$11,454 | -3.80% | |
| Jane Street Group, Llc | 0.00% | 2,851 | $296,504 | $282,035 | -$14,469 | -4.88% | |
| Canandaigua National Corp | 0.03% | 2,728 | $279,484 | $269,867 | -$9,617 | -3.44% | |
| Cetera Investment Advisers | 0.00% | 2,583 | $268,632 | $255,523 | -$13,109 | -4.88% | |
| Platt Wealth Management Llc | 0.20% | 2,400 | $249,000 | $237,420 | -$11,580 | -4.65% | |
| Cwa Asset Management Group, Llc | 0.01% | 2,100 | $218,400 | $207,743 | -$10,658 | -4.88% | |
| Bouchey Financial Group Ltd | 0.01% | 2,086 | $216,944 | $206,358 | -$10,586 | -4.88% | |
| Beacon Pointe Advisors, Llc | 0.00% | 1,929 | $200,616 | $190,826 | -$9,790 | -4.88% | |
| S.A. Mason Llc | 0.04% | 1,110 | $115,440 | $109,807 | -$5,633 | -4.88% | |
| Action Point Financial Planning, Llc | 0.01% | 1,036 | $107,669 | $102,486 | -$5,183 | -4.81% | |
| Morgan Stanley | 0.00% | 200 | $20,800 | $19,785 | -$1,015 | -4.88% | |
| Wells Fargo & Company/Mn | 0.00% | 200 | $20,800 | $19,785 | -$1,015 | -4.88% |
Frequently asked questions about MUNY
Who owns the most MUNY stock?
The largest holders of MUNY are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for VANGUARD NY TAX-EX BOND (MUNY).
Is MUNY widely held by superinvestors?
Many widely followed stocks like MUNY appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly MUNY is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.