CPA
MUNY

Compass Planning Associates’s Vanguard New York Tax-Exempt Bond ETF MUNY Stock Holding History

Compass Planning Associates’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 		$446K Buy
4,357
+480
+12% +$49.8K 0.29% 21
2025
Q4 		$400K Buy
+3,877
New +$401K 0.28% 21

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

Compass Planning Associates's MUNY Position: Q1 2026 in Review

Compass Planning Associates increased its Vanguard New York Tax-Exempt Bond ETF (MUNY) stake by 12% in Q1 2026, buying an estimated $49.8K and bringing the position to 4,357 shares worth $446K. The position accounts for 0.29% of the portfolio, ranked #21.

Compass Planning Associates first reported a position in MUNY in Q4 2025 and has held it in 2 quarters since. 42 funds tracked by Wall St. Rank hold MUNY as of Q1 2026.

  • Compass Planning Associates held 4,357 shares of Vanguard New York Tax-Exempt Bond ETF worth $446K as of Q1 2026.
  • Compass Planning Associates bought 480 Vanguard New York Tax-Exempt Bond ETF shares in Q1 2026, an estimated $49.8K.
  • Vanguard New York Tax-Exempt Bond ETF made up 0.29% of Compass Planning Associates's portfolio in Q1 2026, its #21 holding.
  • Compass Planning Associates first reported a position in Vanguard New York Tax-Exempt Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 42 funds tracked by Wall St. Rank held Vanguard New York Tax-Exempt Bond ETF as of Q1 2026.

Based on Compass Planning Associates's 13F filing for Q1 2026, filed 21 Apr 2026.