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
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

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

Compass Planning Associates's MUNY Position: Q2 2026 in Review

Compass Planning Associates held its Vanguard New York Tax-Exempt Bond ETF (MUNY) position steady in Q2 2026 at 4,357 shares worth $453K. The position accounts for 0.25% of the portfolio, ranked #21.

Compass Planning Associates first reported a position in MUNY in Q4 2025 and has held it in 3 quarters since. 58 funds tracked by Wall St. Rank hold MUNY as of Q2 2026.

  • Compass Planning Associates held 4,357 shares of Vanguard New York Tax-Exempt Bond ETF worth $453K as of Q2 2026.
  • Compass Planning Associates left its Vanguard New York Tax-Exempt Bond ETF share count unchanged in Q2 2026.
  • Vanguard New York Tax-Exempt Bond ETF made up 0.25% of Compass Planning Associates's portfolio in Q2 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 3 quarters since.
  • 58 funds tracked by Wall St. Rank held Vanguard New York Tax-Exempt Bond ETF as of Q2 2026.

Based on Compass Planning Associates's 13F filing for Q2 2026, filed 27 Jul 2026.