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
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 $1.68B 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
RA
Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return

Rialto Wealth Management's MUNY Position: Q1 2026 in Review

Rialto Wealth Management increased its Vanguard New York Tax-Exempt Bond ETF (MUNY) stake by 259% in Q1 2026, buying an estimated $1.92M and bringing the position to 25,629 shares worth $2.63M. The position accounts for 0.59% of the portfolio, ranked #39.

Rialto Wealth Management first reported a position in MUNY in Q3 2025 and has held it in 3 quarters since. 42 funds tracked by Wall St. Rank hold MUNY as of Q1 2026.

  • Rialto Wealth Management held 25,629 shares of Vanguard New York Tax-Exempt Bond ETF worth $2.63M as of Q1 2026.
  • Rialto Wealth Management bought 18,489 Vanguard New York Tax-Exempt Bond ETF shares in Q1 2026, an estimated $1.92M.
  • Vanguard New York Tax-Exempt Bond ETF made up 0.59% of Rialto Wealth Management's portfolio in Q1 2026, its #39 holding.
  • Rialto Wealth Management first reported a position in Vanguard New York Tax-Exempt Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 42 funds tracked by Wall St. Rank held Vanguard New York Tax-Exempt Bond ETF as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.