HWAM
MUNY

Hennion & Walsh Asset Management’s Vanguard New York Tax-Exempt Bond ETF MUNY Stock Holding History

Hennion & Walsh Asset 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 		$1.44M Buy
13,842
+2,919
+27% +$301K 0.04% 474
2026
Q1 		$1.12M Buy
10,923
+6,213
+132% +$644K 0.04% 482
2025
Q4 		$486K Buy
+4,710
New +$487K 0.02% 727

Other funds holding MUNY

RA
Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $218M AUM 24.05% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Hennion & Walsh Asset Management's MUNY Position: Q2 2026 in Review

Hennion & Walsh Asset Management increased its Vanguard New York Tax-Exempt Bond ETF (MUNY) stake by 27% in Q2 2026, buying an estimated $301K and bringing the position to 13,842 shares worth $1.44M. The position accounts for 0.04% of the portfolio, ranked #474.

Hennion & Walsh Asset Management first reported a position in MUNY in Q4 2025 and has held it in 3 quarters since. 6 funds tracked by Wall St. Rank hold MUNY as of Q2 2026.

  • Hennion & Walsh Asset Management held 13,842 shares of Vanguard New York Tax-Exempt Bond ETF worth $1.44M as of Q2 2026.
  • Hennion & Walsh Asset Management bought 2,919 Vanguard New York Tax-Exempt Bond ETF shares in Q2 2026, an estimated $301K.
  • Vanguard New York Tax-Exempt Bond ETF made up 0.04% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #474 holding.
  • Hennion & Walsh Asset Management first reported a position in Vanguard New York Tax-Exempt Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 6 funds tracked by Wall St. Rank held Vanguard New York Tax-Exempt Bond ETF as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.