Commonwealth Equity Services
MUNY

Commonwealth Equity Services’s Vanguard New York Tax-Exempt Bond ETF MUNY Stock Holding History

Commonwealth Equity Services’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 		$1.61M Buy
15,712
+5,532
+54% +$573K ﹤0.01% 2200
2025
Q4 		$1.05M Buy
10,180
+6,025
+145% +$623K ﹤0.01% 2538
2025
Q3 		$428K Buy
+4,155
New +$419K ﹤0.01% 3315

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

Commonwealth Equity Services's MUNY Position: Q1 2026 in Review

Commonwealth Equity Services increased its Vanguard New York Tax-Exempt Bond ETF (MUNY) stake by 54% in Q1 2026, buying an estimated $573K and bringing the position to 15,712 shares worth $1.61M. The position accounts for ﹤0.01% of the portfolio, ranked #2200.

Commonwealth Equity Services first reported a position in MUNY in Q3 2025 and has held it in 3 quarters since. 42 funds tracked by Wall St. Rank hold MUNY as of Q1 2026.

  • Commonwealth Equity Services held 15,712 shares of Vanguard New York Tax-Exempt Bond ETF worth $1.61M as of Q1 2026.
  • Commonwealth Equity Services bought 5,532 Vanguard New York Tax-Exempt Bond ETF shares in Q1 2026, an estimated $573K.
  • Vanguard New York Tax-Exempt Bond ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #2200 holding.
  • Commonwealth Equity Services first reported a position in Vanguard New York Tax-Exempt Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 42 funds tracked by Wall St. Rank held Vanguard New York Tax-Exempt Bond ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.