GC
MUNY

Guggenheim Capital’s Vanguard New York Tax-Exempt Bond ETF MUNY Stock Holding History

Guggenheim Capital’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 		$4.23M Buy
40,706
+12,446
+44% +$1.28M 0.03% 492
2026
Q1 		$2.9M Buy
28,260
+19,072
+208% +$1.98M 0.02% 594
2025
Q4 		$948K Buy
+9,188
New +$950K 0.01% 981

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
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
RA
Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return

Guggenheim Capital's MUNY Position: Q2 2026 in Review

Guggenheim Capital increased its Vanguard New York Tax-Exempt Bond ETF (MUNY) stake by 44% in Q2 2026, buying an estimated $1.28M and bringing the position to 40,706 shares worth $4.23M. The position accounts for 0.03% of the portfolio, ranked #492.

Guggenheim Capital first reported a position in MUNY in Q4 2025 and has held it in 3 quarters since. 58 funds tracked by Wall St. Rank hold MUNY as of Q2 2026.

  • Guggenheim Capital held 40,706 shares of Vanguard New York Tax-Exempt Bond ETF worth $4.23M as of Q2 2026.
  • Guggenheim Capital bought 12,446 Vanguard New York Tax-Exempt Bond ETF shares in Q2 2026, an estimated $1.28M.
  • Vanguard New York Tax-Exempt Bond ETF made up 0.03% of Guggenheim Capital's portfolio in Q2 2026, its #492 holding.
  • Guggenheim Capital first reported a position in Vanguard New York Tax-Exempt Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 58 funds tracked by Wall St. Rank held Vanguard New York Tax-Exempt Bond ETF as of Q2 2026.

Based on Guggenheim Capital's 13F filing for Q2 2026, filed 12 Aug 2026.