PAG
MUNY

Private Advisor Group’s Vanguard New York Tax-Exempt Bond ETF MUNY Stock Holding History

Private Advisor Group’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 		– Sell
-2,000
Closed -$206K – 2872
2025
Q4 		$206K Hold
2,000
– – ﹤0.01% 2388
2025
Q3 		$206K Buy
+2,000
New +$202K ﹤0.01% 2314

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

Private Advisor Group's MUNY Position: Q1 2026 in Review

Private Advisor Group sold out of Vanguard New York Tax-Exempt Bond ETF (MUNY) in Q1 2026, closing a stake of 2,000 shares — an estimated $206K sold.

Private Advisor Group first reported a position in MUNY in Q3 2025 and held it in 2 quarters. The position peaked at $206K in Q4 2025. 43 funds tracked by Wall St. Rank hold MUNY as of Q1 2026.

  • Private Advisor Group reported no remaining Vanguard New York Tax-Exempt Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Private Advisor Group sold 2,000 Vanguard New York Tax-Exempt Bond ETF shares in Q1 2026, an estimated $206K.
  • Private Advisor Group first reported a position in Vanguard New York Tax-Exempt Bond ETF in Q3 2025 and held it in 2 quarters.
  • Private Advisor Group's Vanguard New York Tax-Exempt Bond ETF position peaked at $206K in Q4 2025.
  • 43 funds tracked by Wall St. Rank held Vanguard New York Tax-Exempt Bond ETF as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.