FM
MUNY

Family Management’s Vanguard New York Tax-Exempt Bond ETF MUNY Stock Holding History

Family Management’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 		$999K Buy
+9,610
New +$992K 0.1% 126

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

Family Management's MUNY Position: Q2 2026 in Review

Family Management opened a new position in Vanguard New York Tax-Exempt Bond ETF (MUNY) in Q2 2026: 9,610 shares worth $999K. The stake represents 0.1% of the portfolio and ranks #126 among its holdings.

58 funds tracked by Wall St. Rank hold MUNY as of Q2 2026.

  • Family Management held 9,610 shares of Vanguard New York Tax-Exempt Bond ETF worth $999K as of Q2 2026.
  • Vanguard New York Tax-Exempt Bond ETF was a new Family Management position in Q2 2026.
  • Vanguard New York Tax-Exempt Bond ETF made up 0.1% of Family Management's portfolio in Q2 2026, its #126 holding.
  • 58 funds tracked by Wall St. Rank held Vanguard New York Tax-Exempt Bond ETF as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.