BIA
MUNY

Bell Investment Advisors’s Vanguard New York Tax-Exempt Bond ETF MUNY Stock Holding History

Bell Investment Advisors’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 		$497K Buy
4,783
+38
+0.8% +$3.92K 0.07% 85
2026
Q1 		$486K Buy
4,745
+25
+0.5% +$2.59K 0.08% 78
2025
Q4 		$487K Buy
4,720
+98
+2% +$10.1K 0.08% 79
2025
Q3 		$476K Buy
+4,622
New +$467K 0.08% 79

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
WAM
WNY Asset Management Williamsville, New York $1.12B AUM
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
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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 $104B AUM 28.3% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return

Bell Investment Advisors's MUNY Position: Q2 2026 in Review

Bell Investment Advisors increased its Vanguard New York Tax-Exempt Bond ETF (MUNY) stake by 0.8% in Q2 2026, buying an estimated $3.92K and bringing the position to 4,783 shares worth $497K. The position accounts for 0.07% of the portfolio, ranked #85.

Bell Investment Advisors first reported a position in MUNY in Q3 2025 and has held it in 4 quarters since. 58 funds tracked by Wall St. Rank hold MUNY as of Q2 2026.

  • Bell Investment Advisors held 4,783 shares of Vanguard New York Tax-Exempt Bond ETF worth $497K as of Q2 2026.
  • Bell Investment Advisors bought 38 Vanguard New York Tax-Exempt Bond ETF shares in Q2 2026, an estimated $3.92K.
  • Vanguard New York Tax-Exempt Bond ETF made up 0.07% of Bell Investment Advisors's portfolio in Q2 2026, its #85 holding.
  • Bell Investment Advisors first reported a position in Vanguard New York Tax-Exempt Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 58 funds tracked by Wall St. Rank held Vanguard New York Tax-Exempt Bond ETF as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.