AFTS
MUNY

American Financial & Tax Strategies’s Vanguard New York Tax-Exempt Bond ETF MUNY Stock Holding History

American Financial & Tax Strategies’s Portfolio MUNY Stock Details MUNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$520K Hold
5,000
– – 0.23% 73
2026
Q1 		$512K Hold
5,000
– – 0.25% 71
2025
Q4 		$516K Buy
5,000
+1,531
+44% +$158K 0.26% 69
2025
Q3 		$357K Buy
+3,469
New +$350K 0.18% 78

Other funds holding MUNY

BA
Bridgewater Advisors New York $1.83B AUM 22.9% 1-Year Est. Return
FF
Francis Financial $610M AUM 16.1% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return
RWM
Rialto Wealth Management Syracuse, New York $505M AUM 18.57% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return
RA
Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

American Financial & Tax Strategies's MUNY Position: Q2 2026 in Review

American Financial & Tax Strategies held its Vanguard New York Tax-Exempt Bond ETF (MUNY) position steady in Q2 2026 at 5,000 shares worth $520K. The position accounts for 0.23% of the portfolio, ranked #73.

American Financial & Tax Strategies first reported a position in MUNY in Q3 2025 and has held it in 4 quarters since. 39 funds tracked by Wall St. Rank hold MUNY as of Q2 2026.

  • American Financial & Tax Strategies held 5,000 shares of Vanguard New York Tax-Exempt Bond ETF worth $520K as of Q2 2026.
  • American Financial & Tax Strategies left its Vanguard New York Tax-Exempt Bond ETF share count unchanged in Q2 2026.
  • Vanguard New York Tax-Exempt Bond ETF made up 0.23% of American Financial & Tax Strategies's portfolio in Q2 2026, its #73 holding.
  • American Financial & Tax Strategies first reported a position in Vanguard New York Tax-Exempt Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 39 funds tracked by Wall St. Rank held Vanguard New York Tax-Exempt Bond ETF as of Q2 2026.

Based on American Financial & Tax Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.