Chatham Capital Group
MUNY icon

Chatham Capital Group’s Vanguard New York Tax-Exempt Bond ETF MUNY Stock Holding History

Chatham Capital Group’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 		$574K Hold
5,900
– – 0.07% 153
2026
Q2 		$614K Buy
5,900
+100
+2% +$10.3K 0.08% 153
2026
Q1 		$594K Buy
+5,800
New +$601K 0.09% 153

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IEQ Capital
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Ogorek Anthony Joseph
Ogorek Anthony Joseph Williamsville, New York $403M AUM 15.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Savvy Advisors Inc
Savvy Advisors Inc New York $6.03B AUM 17.97% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Rise Advisors
Rise Advisors Rochester, New York $355M AUM 12.65% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Arax Advisory Partners
Arax Advisory Partners Denver, Colorado $17.7B AUM 20.22% 1-Year Est. Return

Chatham Capital Group's MUNY Position: Q3 2026 in Review

Chatham Capital Group held its Vanguard New York Tax-Exempt Bond ETF (MUNY) position steady in Q3 2026 at 5,900 shares worth $574K. The position accounts for 0.07% of the portfolio, ranked #153.

Chatham Capital Group first reported a position in MUNY in Q1 2026 and has held it in 3 quarters since. The position peaked at $614K in Q2 2026. 42 funds tracked by Wall St. Rank hold MUNY as of Q3 2026.

  • Chatham Capital Group held 5,900 shares of Vanguard New York Tax-Exempt Bond ETF worth $574K as of Q3 2026.
  • Chatham Capital Group left its Vanguard New York Tax-Exempt Bond ETF share count unchanged in Q3 2026.
  • Vanguard New York Tax-Exempt Bond ETF made up 0.07% of Chatham Capital Group's portfolio in Q3 2026, its #153 holding.
  • Chatham Capital Group first reported a position in Vanguard New York Tax-Exempt Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • Chatham Capital Group's Vanguard New York Tax-Exempt Bond ETF position peaked at $614K in Q2 2026.
  • 42 funds tracked by Wall St. Rank held Vanguard New York Tax-Exempt Bond ETF as of Q3 2026.

Based on Chatham Capital Group's 13F filing for Q3 2026, filed 16 Oct 2026.