Creative Planning
MUNY

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

Creative Planning’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 		$837K Buy
+8,170
New +$847K ﹤0.01% 2607

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

Creative Planning's MUNY Position: Q1 2026 in Review

Creative Planning opened a new position in Vanguard New York Tax-Exempt Bond ETF (MUNY) in Q1 2026: 8,170 shares worth $837K. The stake represents ﹤0.01% of the portfolio and ranks #2607 among its holdings.

42 funds tracked by Wall St. Rank hold MUNY as of Q1 2026.

  • Creative Planning held 8,170 shares of Vanguard New York Tax-Exempt Bond ETF worth $837K as of Q1 2026.
  • Vanguard New York Tax-Exempt Bond ETF was a new Creative Planning position in Q1 2026.
  • Vanguard New York Tax-Exempt Bond ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2607 holding.
  • 42 funds tracked by Wall St. Rank held Vanguard New York Tax-Exempt Bond ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.