LPL Financial
MUNY

LPL Financial’s Vanguard New York Tax-Exempt Bond ETF MUNY Stock Holding History

LPL Financial’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 		$1.69M Buy
16,252
+9,563
+143% +$987K ﹤0.01% 3939
2026
Q1 		$685K Buy
+6,689
New +$693K ﹤0.01% 4493

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
IC
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
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

LPL Financial's MUNY Position: Q2 2026 in Review

LPL Financial increased its Vanguard New York Tax-Exempt Bond ETF (MUNY) stake by 143% in Q2 2026, buying an estimated $987K and bringing the position to 16,252 shares worth $1.69M. The position accounts for ﹤0.01% of the portfolio, ranked #3939.

LPL Financial first reported a position in MUNY in Q1 2026 and has held it in 2 quarters since. 58 funds tracked by Wall St. Rank hold MUNY as of Q2 2026.

  • LPL Financial held 16,252 shares of Vanguard New York Tax-Exempt Bond ETF worth $1.69M as of Q2 2026.
  • LPL Financial bought 9,563 Vanguard New York Tax-Exempt Bond ETF shares in Q2 2026, an estimated $987K.
  • Vanguard New York Tax-Exempt Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3939 holding.
  • LPL Financial first reported a position in Vanguard New York Tax-Exempt Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 58 funds tracked by Wall St. Rank held Vanguard New York Tax-Exempt Bond ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.