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
Q2 		$1.75M Buy
16,875
+1,163
+7% +$120K ﹤0.01% 2236
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 $1.83B AUM 22.9% 1-Year Est. Return
FF
Francis Financial $610M AUM 16.1% 1-Year Est. Return
WAM
WNY Asset Management Williamsville, New York $1.12B AUM
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return
RWM
Rialto Wealth Management Syracuse, New York $505M AUM 18.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return

Commonwealth Equity Services's MUNY Position: Q2 2026 in Review

Commonwealth Equity Services increased its Vanguard New York Tax-Exempt Bond ETF (MUNY) stake by 7.4% in Q2 2026, buying an estimated $120K and bringing the position to 16,875 shares worth $1.75M. The position accounts for ﹤0.01% of the portfolio, ranked #2236.

Commonwealth Equity Services first reported a position in MUNY in Q3 2025 and has held it in 4 quarters since. 58 funds tracked by Wall St. Rank hold MUNY as of Q2 2026.

  • Commonwealth Equity Services held 16,875 shares of Vanguard New York Tax-Exempt Bond ETF worth $1.75M as of Q2 2026.
  • Commonwealth Equity Services bought 1,163 Vanguard New York Tax-Exempt Bond ETF shares in Q2 2026, an estimated $120K.
  • Vanguard New York Tax-Exempt Bond ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2236 holding.
  • Commonwealth Equity Services first reported a position in Vanguard New York Tax-Exempt Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 58 funds tracked by Wall St. Rank held Vanguard New York Tax-Exempt Bond ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.