IC
MUNY

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

IEQ 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 		$8.01M Sell
77,012
-5,382
-7% -$555K 0.04% 384
2026
Q1 		$8.44M Buy
82,394
+16,111
+24% +$1.67M 0.04% 393
2025
Q4 		$6.84M Buy
+66,283
New +$6.85M 0.02% 443

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

IEQ Capital's MUNY Position: Q2 2026 in Review

IEQ Capital reduced its Vanguard New York Tax-Exempt Bond ETF (MUNY) stake by 6.5% in Q2 2026, selling an estimated $555K and leaving 77,012 shares worth $8.01M. The position accounts for 0.04% of the portfolio, ranked #384.

IEQ Capital first reported a position in MUNY in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.44M in Q1 2026. 58 funds tracked by Wall St. Rank hold MUNY as of Q2 2026.

  • IEQ Capital held 77,012 shares of Vanguard New York Tax-Exempt Bond ETF worth $8.01M as of Q2 2026.
  • IEQ Capital sold 5,382 Vanguard New York Tax-Exempt Bond ETF shares in Q2 2026, an estimated $555K.
  • Vanguard New York Tax-Exempt Bond ETF made up 0.04% of IEQ Capital's portfolio in Q2 2026, its #384 holding.
  • IEQ Capital first reported a position in Vanguard New York Tax-Exempt Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • IEQ Capital's Vanguard New York Tax-Exempt Bond ETF position peaked at $8.44M in Q1 2026.
  • 58 funds tracked by Wall St. Rank held Vanguard New York Tax-Exempt Bond ETF as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.