OAJ
MUNY

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
Q2 		$6.02M Buy
57,890
+53,011
+1,087% +$5.47M 1.49% 23
2026
Q1 		$499K Buy
+4,879
New +$506K 0.14% 53

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
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
RA
Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return

Ogorek Anthony Joseph's MUNY Position: Q2 2026 in Review

Ogorek Anthony Joseph increased its Vanguard New York Tax-Exempt Bond ETF (MUNY) stake by 1,087% in Q2 2026, buying an estimated $5.47M and bringing the position to 57,890 shares worth $6.02M. The position accounts for 1.49% of the portfolio, ranked #23.

Ogorek Anthony Joseph 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.

  • Ogorek Anthony Joseph held 57,890 shares of Vanguard New York Tax-Exempt Bond ETF worth $6.02M as of Q2 2026.
  • Ogorek Anthony Joseph bought 53,011 Vanguard New York Tax-Exempt Bond ETF shares in Q2 2026, an estimated $5.47M.
  • Vanguard New York Tax-Exempt Bond ETF made up 1.49% of Ogorek Anthony Joseph's portfolio in Q2 2026, its #23 holding.
  • Ogorek Anthony Joseph 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 Ogorek Anthony Joseph's 13F filing for Q2 2026, filed 7 Aug 2026.