Raymond James Financial
MUNY

Raymond James Financial’s Vanguard New York Tax-Exempt Bond ETF MUNY Stock Holding History

Raymond James Financial’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 		$598K Buy
5,750
+1,000
+21% +$103K ﹤0.01% 4382
2026
Q1 		$487K Sell
4,750
-15,218
-76% -$1.58M ﹤0.01% 4356
2025
Q4 		$2.06M Buy
+19,968
New +$2.06M ﹤0.01% 3253

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 $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

Raymond James Financial's MUNY Position: Q2 2026 in Review

Raymond James Financial increased its Vanguard New York Tax-Exempt Bond ETF (MUNY) stake by 21% in Q2 2026, buying an estimated $103K and bringing the position to 5,750 shares worth $598K. The position accounts for ﹤0.01% of the portfolio, ranked #4382.

Raymond James Financial first reported a position in MUNY in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.06M in Q4 2025. 58 funds tracked by Wall St. Rank hold MUNY as of Q2 2026.

  • Raymond James Financial held 5,750 shares of Vanguard New York Tax-Exempt Bond ETF worth $598K as of Q2 2026.
  • Raymond James Financial bought 1,000 Vanguard New York Tax-Exempt Bond ETF shares in Q2 2026, an estimated $103K.
  • Vanguard New York Tax-Exempt Bond ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4382 holding.
  • Raymond James Financial first reported a position in Vanguard New York Tax-Exempt Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Raymond James Financial's Vanguard New York Tax-Exempt Bond ETF position peaked at $2.06M in Q4 2025.
  • 58 funds tracked by Wall St. Rank held Vanguard New York Tax-Exempt Bond ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.