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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
Q3 		$1.94M Buy
19,969
+6,127
+44% +$620K 0.06% 390
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 12.65% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return
AFTS
American Financial & Tax Strategies New York $217M AUM 9.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CPA
Compass Planning Associates Greenfield, Massachusetts $191M AUM 5.98% 1-Year Est. Return
M
MYeCFO La Jolla, California $266M AUM 12.93% 1-Year Est. Return
SA
Strategic Advisors New York $475M AUM 19.08% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
TWCA
Two West Capital Advisors Overland Park, Kansas $201M AUM 9.67% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Hennion & Walsh Asset Management's MUNY Position: Q3 2026 in Review

Hennion & Walsh Asset Management increased its Vanguard New York Tax-Exempt Bond ETF (MUNY) stake by 44% in Q3 2026, buying an estimated $620K and bringing the position to 19,969 shares worth $1.94M. The position accounts for 0.06% of the portfolio, ranked #390.

Hennion & Walsh Asset Management first reported a position in MUNY in Q4 2025 and has held it in 4 quarters since. 13 funds tracked by Wall St. Rank hold MUNY as of Q3 2026.

  • Hennion & Walsh Asset Management held 19,969 shares of Vanguard New York Tax-Exempt Bond ETF worth $1.94M as of Q3 2026.
  • Hennion & Walsh Asset Management bought 6,127 Vanguard New York Tax-Exempt Bond ETF shares in Q3 2026, an estimated $620K.
  • Vanguard New York Tax-Exempt Bond ETF made up 0.06% of Hennion & Walsh Asset Management's portfolio in Q3 2026, its #390 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 4 quarters since.
  • 13 funds tracked by Wall St. Rank held Vanguard New York Tax-Exempt Bond ETF as of Q3 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.