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
Q2 		$850K Hold
8,170
– – ﹤0.01% 2784
2026
Q1 		$837K Buy
+8,170
New +$847K ﹤0.01% 2607

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

Creative Planning's MUNY Position: Q2 2026 in Review

Creative Planning held its Vanguard New York Tax-Exempt Bond ETF (MUNY) position steady in Q2 2026 at 8,170 shares worth $850K. The position accounts for ﹤0.01% of the portfolio, ranked #2784.

Creative Planning first reported a position in MUNY in Q1 2026 and has held it in 2 quarters since. 58 funds tracked by Wall St. Rank hold MUNY as of Q2 2026.

  • Creative Planning held 8,170 shares of Vanguard New York Tax-Exempt Bond ETF worth $850K as of Q2 2026.
  • Creative Planning left its Vanguard New York Tax-Exempt Bond ETF share count unchanged in Q2 2026.
  • Vanguard New York Tax-Exempt Bond ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2784 holding.
  • Creative Planning first reported a position in Vanguard New York Tax-Exempt Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 58 funds tracked by Wall St. Rank held Vanguard New York Tax-Exempt Bond ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.