Brio Consultants’s Vanguard New York Tax-Exempt Bond ETF MUNY Stock Holding History

Brio Consultants’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	$224K	Buy	+2,306	New	+$233K	0.03%	157

Other funds holding MUNY

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Francis Financial $642M AUM 10.36% 1-Year Est. Return

IEQ Capital Foster City, California $23.5B AUM 29.01% 1-Year Est. Return

Ogorek Anthony Joseph Williamsville, New York $403M AUM 15.31% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Savvy Advisors Inc New York $6.03B AUM 17.97% 1-Year Est. Return

Quantinno Capital Management New York $106B AUM 29.93% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Rise Advisors Rochester, New York $355M AUM 12.65% 1-Year Est. Return

Brio Consultants's MUNY Position: Q3 2026 in Review

Brio Consultants opened a new position in Vanguard New York Tax-Exempt Bond ETF (MUNY) in Q3 2026: 2,306 shares worth $224K. The stake represents 0.03% of the portfolio and ranks #157 among its holdings.

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

Brio Consultants held 2,306 shares of Vanguard New York Tax-Exempt Bond ETF worth $224K as of Q3 2026.
Vanguard New York Tax-Exempt Bond ETF was a new Brio Consultants position in Q3 2026.
Vanguard New York Tax-Exempt Bond ETF made up 0.03% of Brio Consultants's portfolio in Q3 2026, its #157 holding.
55 funds tracked by Wall St. Rank held Vanguard New York Tax-Exempt Bond ETF as of Q3 2026.

Based on Brio Consultants's 13F filing for Q3 2026, filed 13 Nov 2026.