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Fiduciary Advisors Inc’s Vanguard New York Tax-Exempt Bond ETF MUNY Stock Holding History

Fiduciary Advisors Inc’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 		– Sell
-435
Closed -$44.5K – 157
2026
Q1 		$44.5K Buy
435
+31
+8% +$3.21K 0.03% 64
2025
Q4 		$41.7K Buy
+404
New +$41.8K 0.03% 66

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
IEQ Capital
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
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Savvy Advisors Inc
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

Fiduciary Advisors Inc's MUNY Position: Q2 2026 in Review

Fiduciary Advisors Inc sold out of Vanguard New York Tax-Exempt Bond ETF (MUNY) in Q2 2026, closing a stake of 435 shares — an estimated $44.5K sold.

Fiduciary Advisors Inc first reported a position in MUNY in Q4 2025 and held it in 2 quarters. The position peaked at $44.5K in Q1 2026. 58 funds tracked by Wall St. Rank hold MUNY as of Q2 2026.

  • Fiduciary Advisors Inc reported no remaining Vanguard New York Tax-Exempt Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Fiduciary Advisors Inc sold 435 Vanguard New York Tax-Exempt Bond ETF shares in Q2 2026, an estimated $44.5K.
  • Fiduciary Advisors Inc first reported a position in Vanguard New York Tax-Exempt Bond ETF in Q4 2025 and held it in 2 quarters.
  • Fiduciary Advisors Inc's Vanguard New York Tax-Exempt Bond ETF position peaked at $44.5K in Q1 2026.
  • 58 funds tracked by Wall St. Rank held Vanguard New York Tax-Exempt Bond ETF as of Q2 2026.

Based on Fiduciary Advisors Inc's 13F filing for Q2 2026, filed 24 Jul 2026.