OWA
MUNY

OakTrust Wealth Advisors’s Vanguard New York Tax-Exempt Bond ETF MUNY Stock Holding History

OakTrust Wealth Advisors’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 		$343K Buy
+3,298
New +$340K 0.3% 47

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 $103B AUM 28.65% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return

OakTrust Wealth Advisors's MUNY Position: Q2 2026 in Review

OakTrust Wealth Advisors opened a new position in Vanguard New York Tax-Exempt Bond ETF (MUNY) in Q2 2026: 3,298 shares worth $343K. The stake represents 0.3% of the portfolio and ranks #47 among its holdings.

58 funds tracked by Wall St. Rank hold MUNY as of Q2 2026.

  • OakTrust Wealth Advisors held 3,298 shares of Vanguard New York Tax-Exempt Bond ETF worth $343K as of Q2 2026.
  • Vanguard New York Tax-Exempt Bond ETF was a new OakTrust Wealth Advisors position in Q2 2026.
  • Vanguard New York Tax-Exempt Bond ETF made up 0.3% of OakTrust Wealth Advisors's portfolio in Q2 2026, its #47 holding.
  • 58 funds tracked by Wall St. Rank held Vanguard New York Tax-Exempt Bond ETF as of Q2 2026.

Based on OakTrust Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.