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
Q1 		$685K Buy
+6,689
New +$693K ﹤0.01% 4493

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
JSW
Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 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

LPL Financial's MUNY Position: Q1 2026 in Review

LPL Financial opened a new position in Vanguard New York Tax-Exempt Bond ETF (MUNY) in Q1 2026: 6,689 shares worth $685K. The stake represents ﹤0.01% of the portfolio and ranks #4493 among its holdings.

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

  • LPL Financial held 6,689 shares of Vanguard New York Tax-Exempt Bond ETF worth $685K as of Q1 2026.
  • Vanguard New York Tax-Exempt Bond ETF was a new LPL Financial position in Q1 2026.
  • Vanguard New York Tax-Exempt Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4493 holding.
  • 42 funds tracked by Wall St. Rank held Vanguard New York Tax-Exempt Bond ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.