RWM
MUNY

Rialto Wealth Management’s Vanguard New York Tax-Exempt Bond ETF MUNY Stock Holding History

Rialto Wealth Management’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 		$4.37M Buy
42,042
+16,413
+64% +$1.69M 0.87% 27
2026
Q1 		$2.63M Buy
25,629
+18,489
+259% +$1.92M 0.59% 39
2025
Q4 		$737K Buy
7,140
+4,986
+231% +$515K 0.18% 82
2025
Q3 		$222K Buy
+2,154
New +$217K 0.06% 145

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
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

Rialto Wealth Management's MUNY Position: Q2 2026 in Review

Rialto Wealth Management increased its Vanguard New York Tax-Exempt Bond ETF (MUNY) stake by 64% in Q2 2026, buying an estimated $1.69M and bringing the position to 42,042 shares worth $4.37M. The position accounts for 0.87% of the portfolio, ranked #27.

Rialto Wealth Management first reported a position in MUNY in Q3 2025 and has held it in 4 quarters since. 58 funds tracked by Wall St. Rank hold MUNY as of Q2 2026.

  • Rialto Wealth Management held 42,042 shares of Vanguard New York Tax-Exempt Bond ETF worth $4.37M as of Q2 2026.
  • Rialto Wealth Management bought 16,413 Vanguard New York Tax-Exempt Bond ETF shares in Q2 2026, an estimated $1.69M.
  • Vanguard New York Tax-Exempt Bond ETF made up 0.87% of Rialto Wealth Management's portfolio in Q2 2026, its #27 holding.
  • Rialto Wealth Management first reported a position in Vanguard New York Tax-Exempt Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 58 funds tracked by Wall St. Rank held Vanguard New York Tax-Exempt Bond ETF as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.