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MUNY icon

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

MYeCFO’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
Q3 		$353K Buy
3,630
+70
+2% +$7.09K 0.13% 60
2026
Q2 		$370K Buy
+3,560
New +$367K 0.14% 59

Other funds holding MUNY

RA
Rise Advisors Rochester, New York $355M AUM 12.65% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return
AFTS
American Financial & Tax Strategies New York $217M AUM 9.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CPA
Compass Planning Associates Greenfield, Massachusetts $191M AUM 5.98% 1-Year Est. Return
SA
Strategic Advisors New York $475M AUM 19.08% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
TWCA
Two West Capital Advisors Overland Park, Kansas $201M AUM 9.67% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

MYeCFO's MUNY Position: Q3 2026 in Review

MYeCFO increased its Vanguard New York Tax-Exempt Bond ETF (MUNY) stake by 2% in Q3 2026, buying an estimated $7.09K and bringing the position to 3,630 shares worth $353K. The position accounts for 0.13% of the portfolio, ranked #60.

MYeCFO first reported a position in MUNY in Q2 2026 and has held it in 2 quarters since. The position peaked at $370K in Q2 2026. 13 funds tracked by Wall St. Rank hold MUNY as of Q3 2026.

  • MYeCFO held 3,630 shares of Vanguard New York Tax-Exempt Bond ETF worth $353K as of Q3 2026.
  • MYeCFO bought 70 Vanguard New York Tax-Exempt Bond ETF shares in Q3 2026, an estimated $7.09K.
  • Vanguard New York Tax-Exempt Bond ETF made up 0.13% of MYeCFO's portfolio in Q3 2026, its #60 holding.
  • MYeCFO first reported a position in Vanguard New York Tax-Exempt Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • MYeCFO's Vanguard New York Tax-Exempt Bond ETF position peaked at $370K in Q2 2026.
  • 13 funds tracked by Wall St. Rank held Vanguard New York Tax-Exempt Bond ETF as of Q3 2026.

Based on MYeCFO's 13F filing for Q3 2026, filed 14 Oct 2026.