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Joel Isaacson & Co’s Vanguard New York Tax-Exempt Bond ETF MUNY Stock Holding History

Joel Isaacson & Co’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 		$618K Buy
5,941
+788
+15% +$81.3K 0.02% 279
2026
Q1 		$528K Buy
5,153
+2,701
+110% +$280K 0.02% 269
2025
Q4 		$253K Buy
+2,452
New +$253K 0.01% 392

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

Joel Isaacson & Co's MUNY Position: Q2 2026 in Review

Joel Isaacson & Co increased its Vanguard New York Tax-Exempt Bond ETF (MUNY) stake by 15% in Q2 2026, buying an estimated $81.3K and bringing the position to 5,941 shares worth $618K. The position accounts for 0.02% of the portfolio, ranked #279.

Joel Isaacson & Co 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.

  • Joel Isaacson & Co held 5,941 shares of Vanguard New York Tax-Exempt Bond ETF worth $618K as of Q2 2026.
  • Joel Isaacson & Co bought 788 Vanguard New York Tax-Exempt Bond ETF shares in Q2 2026, an estimated $81.3K.
  • Vanguard New York Tax-Exempt Bond ETF made up 0.02% of Joel Isaacson & Co's portfolio in Q2 2026, its #279 holding.
  • Joel Isaacson & Co 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 Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.