BSWM
MUNY icon

Boston Standard Wealth Management’s Vanguard New York Tax-Exempt Bond ETF MUNY Stock Holding History

Boston Standard Wealth Management’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
Q3 		$303K Buy
+3,110
New +$315K 0.04% 47

Other funds holding MUNY

RA
Rise Advisors Rochester, New York $355M AUM 12.65% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return
AFTS
American Financial & Tax Strategies New York $217M AUM 9.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CPA
Compass Planning Associates Greenfield, Massachusetts $191M AUM 5.98% 1-Year Est. Return
M
MYeCFO La Jolla, California $266M AUM 12.93% 1-Year Est. Return
SA
Strategic Advisors New York $475M AUM 19.08% 1-Year Est. Return
TWCA
Two West Capital Advisors Overland Park, Kansas $201M AUM 9.67% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Boston Standard Wealth Management's MUNY Position: Q3 2026 in Review

Boston Standard Wealth Management opened a new position in Vanguard New York Tax-Exempt Bond ETF (MUNY) in Q3 2026: 3,110 shares worth $303K. The stake represents 0.04% of the portfolio and ranks #47 among its holdings.

13 funds tracked by Wall St. Rank hold MUNY as of Q3 2026.

  • Boston Standard Wealth Management held 3,110 shares of Vanguard New York Tax-Exempt Bond ETF worth $303K as of Q3 2026.
  • Vanguard New York Tax-Exempt Bond ETF was a new Boston Standard Wealth Management position in Q3 2026.
  • Vanguard New York Tax-Exempt Bond ETF made up 0.04% of Boston Standard Wealth Management's portfolio in Q3 2026, its #47 holding.
  • 13 funds tracked by Wall St. Rank held Vanguard New York Tax-Exempt Bond ETF as of Q3 2026.

Based on Boston Standard Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.