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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
Q3 		$424K Hold
4,357
– – 0.22% 22
2026
Q2 		$453K Hold
4,357
– – 0.25% 21
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

RA
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
Chatham Capital Group
Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return
AFTS
American Financial & Tax Strategies New York $217M AUM 9.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
M
MYeCFO La Jolla, California $266M AUM 12.93% 1-Year Est. Return
SA
Strategic Advisors New York $475M AUM 19.08% 1-Year Est. Return
Boston Standard Wealth Management
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
TWCA
Two West Capital Advisors Overland Park, Kansas $201M AUM 9.67% 1-Year Est. Return
Canandaigua National Bank & Trust
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Compass Planning Associates's MUNY Position: Q3 2026 in Review

Compass Planning Associates held its Vanguard New York Tax-Exempt Bond ETF (MUNY) position steady in Q3 2026 at 4,357 shares worth $424K. The position accounts for 0.22% of the portfolio, ranked #22.

Compass Planning Associates first reported a position in MUNY in Q4 2025 and has held it in 4 quarters since. The position peaked at $453K in Q2 2026. 14 funds tracked by Wall St. Rank hold MUNY as of Q3 2026.

  • Compass Planning Associates held 4,357 shares of Vanguard New York Tax-Exempt Bond ETF worth $424K as of Q3 2026.
  • Compass Planning Associates left its Vanguard New York Tax-Exempt Bond ETF share count unchanged in Q3 2026.
  • Vanguard New York Tax-Exempt Bond ETF made up 0.22% of Compass Planning Associates's portfolio in Q3 2026, its #22 holding.
  • Compass Planning Associates first reported a position in Vanguard New York Tax-Exempt Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Compass Planning Associates's Vanguard New York Tax-Exempt Bond ETF position peaked at $453K in Q2 2026.
  • 14 funds tracked by Wall St. Rank held Vanguard New York Tax-Exempt Bond ETF as of Q3 2026.

Based on Compass Planning Associates's 13F filing for Q3 2026, filed 13 Oct 2026.