JSW
MUNY

Journey Strategic Wealth’s Vanguard New York Tax-Exempt Bond ETF MUNY Stock Holding History

Journey Strategic Wealth’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
Q1 		$3.17M Buy
+30,983
New +$3.21M 0.08% 70

Other funds holding MUNY

BA
Bridgewater Advisors New York $1.68B AUM 20.28% 1-Year Est. Return
FF
Francis Financial $539M AUM 14.16% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
WAM
WNY Asset Management Williamsville, New York $967M AUM
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
RWM
Rialto Wealth Management Syracuse, New York $445M AUM 15.58% 1-Year Est. Return
RA
Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return

Journey Strategic Wealth's MUNY Position: Q1 2026 in Review

Journey Strategic Wealth opened a new position in Vanguard New York Tax-Exempt Bond ETF (MUNY) in Q1 2026: 30,983 shares worth $3.17M. The stake represents 0.08% of the portfolio and ranks #70 among its holdings.

42 funds tracked by Wall St. Rank hold MUNY as of Q1 2026.

  • Journey Strategic Wealth held 30,983 shares of Vanguard New York Tax-Exempt Bond ETF worth $3.17M as of Q1 2026.
  • Vanguard New York Tax-Exempt Bond ETF was a new Journey Strategic Wealth position in Q1 2026.
  • Vanguard New York Tax-Exempt Bond ETF made up 0.08% of Journey Strategic Wealth's portfolio in Q1 2026, its #70 holding.
  • 42 funds tracked by Wall St. Rank held Vanguard New York Tax-Exempt Bond ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.