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
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 $1.68B 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

Crestwood Advisors Group's MUNY Position: Q1 2026 in Review

Crestwood Advisors Group increased its Vanguard New York Tax-Exempt Bond ETF (MUNY) stake by 17% in Q1 2026, buying an estimated $102K and bringing the position to 6,875 shares worth $704K. The position accounts for 0.01% of the portfolio, ranked #345.

Crestwood Advisors Group first reported a position in MUNY in Q3 2025 and has held it in 3 quarters since. 42 funds tracked by Wall St. Rank hold MUNY as of Q1 2026.

  • Crestwood Advisors Group held 6,875 shares of Vanguard New York Tax-Exempt Bond ETF worth $704K as of Q1 2026.
  • Crestwood Advisors Group bought 980 Vanguard New York Tax-Exempt Bond ETF shares in Q1 2026, an estimated $102K.
  • Vanguard New York Tax-Exempt Bond ETF made up 0.01% of Crestwood Advisors Group's portfolio in Q1 2026, its #345 holding.
  • Crestwood Advisors Group first reported a position in Vanguard New York Tax-Exempt Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 42 funds tracked by Wall St. Rank held Vanguard New York Tax-Exempt Bond ETF as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.