CAG
MUNY

Crestwood Advisors Group’s Vanguard New York Tax-Exempt Bond ETF MUNY Stock Holding History

Crestwood Advisors Group’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 		$613K Sell
5,895
-980
-14% -$101K 0.01% 427
2026
Q1 		$704K Buy
6,875
+980
+17% +$102K 0.01% 345
2025
Q4 		$609K Buy
5,895
+3,045
+107% +$315K 0.01% 355
2025
Q3 		$293K Buy
+2,850
New +$288K 0.01% 472

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

Crestwood Advisors Group's MUNY Position: Q2 2026 in Review

Crestwood Advisors Group reduced its Vanguard New York Tax-Exempt Bond ETF (MUNY) stake by 14% in Q2 2026, selling an estimated $101K and leaving 5,895 shares worth $613K. The position accounts for 0.01% of the portfolio, ranked #427.

Crestwood Advisors Group first reported a position in MUNY in Q3 2025 and has held it in 4 quarters since. The position peaked at $704K in Q1 2026. 58 funds tracked by Wall St. Rank hold MUNY as of Q2 2026.

  • Crestwood Advisors Group held 5,895 shares of Vanguard New York Tax-Exempt Bond ETF worth $613K as of Q2 2026.
  • Crestwood Advisors Group sold 980 Vanguard New York Tax-Exempt Bond ETF shares in Q2 2026, an estimated $101K.
  • Vanguard New York Tax-Exempt Bond ETF made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #427 holding.
  • Crestwood Advisors Group first reported a position in Vanguard New York Tax-Exempt Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Crestwood Advisors Group's Vanguard New York Tax-Exempt Bond ETF position peaked at $704K in Q1 2026.
  • 58 funds tracked by Wall St. Rank held Vanguard New York Tax-Exempt Bond ETF as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.