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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
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 $1.68B AUM 20.28% 1-Year Est. Return
FF
Francis Financial $539M AUM 14.16% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
WAM
WNY Asset Management Williamsville, New York $967M AUM
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
JSW
Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
RWM
Rialto Wealth Management Syracuse, New York $445M AUM 15.58% 1-Year Est. Return

Bell Investment Advisors's MUNY Position: Q1 2026 in Review

Bell Investment Advisors increased its Vanguard New York Tax-Exempt Bond ETF (MUNY) stake by 0.53% in Q1 2026, buying an estimated $2.59K and bringing the position to 4,745 shares worth $486K. The position accounts for 0.08% of the portfolio, ranked #78.

Bell Investment Advisors first reported a position in MUNY in Q3 2025 and has held it in 3 quarters since. The position peaked at $487K in Q4 2025. 43 funds tracked by Wall St. Rank hold MUNY as of Q1 2026.

  • Bell Investment Advisors held 4,745 shares of Vanguard New York Tax-Exempt Bond ETF worth $486K as of Q1 2026.
  • Bell Investment Advisors bought 25 Vanguard New York Tax-Exempt Bond ETF shares in Q1 2026, an estimated $2.59K.
  • Vanguard New York Tax-Exempt Bond ETF made up 0.08% of Bell Investment Advisors's portfolio in Q1 2026, its #78 holding.
  • Bell Investment Advisors first reported a position in Vanguard New York Tax-Exempt Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Bell Investment Advisors's Vanguard New York Tax-Exempt Bond ETF position peaked at $487K in Q4 2025.
  • 43 funds tracked by Wall St. Rank held Vanguard New York Tax-Exempt Bond ETF as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.