Ogorek Anthony Joseph’s Vanguard New York Tax-Exempt Bond ETF MUNY Stock Holding History

Ogorek Anthony Joseph’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	$499K	Buy	+4,879	New	+$506K	0.14%	53

Other funds holding MUNY

Bridgewater Advisors New York $1.68B AUM 20.28% 1-Year Est. Return

Francis Financial $539M AUM 14.16% 1-Year Est. Return

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

WNY Asset Management Williamsville, New York $967M AUM

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

Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

Rialto Wealth Management Syracuse, New York $445M AUM 15.58% 1-Year Est. Return

Ogorek Anthony Joseph's MUNY Position: Q1 2026 in Review

Ogorek Anthony Joseph opened a new position in Vanguard New York Tax-Exempt Bond ETF (MUNY) in Q1 2026: 4,879 shares worth $499K. The stake represents 0.14% of the portfolio and ranks #53 among its holdings.

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

Ogorek Anthony Joseph held 4,879 shares of Vanguard New York Tax-Exempt Bond ETF worth $499K as of Q1 2026.
Vanguard New York Tax-Exempt Bond ETF was a new Ogorek Anthony Joseph position in Q1 2026.
Vanguard New York Tax-Exempt Bond ETF made up 0.14% of Ogorek Anthony Joseph's portfolio in Q1 2026, its #53 holding.
43 funds tracked by Wall St. Rank held Vanguard New York Tax-Exempt Bond ETF as of Q1 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q1 2026, filed 11 May 2026.