BA
MUNY

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

Bridgewater 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 		$27.4M Buy
265,762
+80,586
+44% +$8.35M 1.63% 17
2025
Q4 		$19.2M Buy
185,176
+99,269
+116% +$10.3M 1.24% 21
2025
Q3 		$8.88M Buy
+85,907
New +$8.67M 0.62% 33

Other funds holding MUNY

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
RA
Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return

Bridgewater Advisors's MUNY Position: Q1 2026 in Review

Bridgewater Advisors increased its Vanguard New York Tax-Exempt Bond ETF (MUNY) stake by 44% in Q1 2026, buying an estimated $8.35M and bringing the position to 265,762 shares worth $27.4M. The position accounts for 1.63% of the portfolio, ranked #17.

Bridgewater Advisors first reported a position in MUNY in Q3 2025 and has held it in 3 quarters since. 43 funds tracked by Wall St. Rank hold MUNY as of Q1 2026.

  • Bridgewater Advisors held 265,762 shares of Vanguard New York Tax-Exempt Bond ETF worth $27.4M as of Q1 2026.
  • Bridgewater Advisors bought 80,586 Vanguard New York Tax-Exempt Bond ETF shares in Q1 2026, an estimated $8.35M.
  • Vanguard New York Tax-Exempt Bond ETF made up 1.63% of Bridgewater Advisors's portfolio in Q1 2026, its #17 holding.
  • Bridgewater Advisors first reported a position in Vanguard New York Tax-Exempt Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 43 funds tracked by Wall St. Rank held Vanguard New York Tax-Exempt Bond ETF as of Q1 2026.

Based on Bridgewater Advisors's 13F filing for Q1 2026, filed 14 May 2026.