Richard C. Young & Co
MUNY icon

Richard C. Young & Co’s Vanguard New York Tax-Exempt Bond ETF MUNY Stock Holding History

Richard C. Young & Co’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
Q3 		$602K Sell
6,181
-577
-9% -$58.4K 0.05% 78
2026
Q2 		$703K Buy
+6,758
New +$697K 0.05% 77

Other funds holding MUNY

Francis Financial
Francis Financial $642M AUM 10.36% 1-Year Est. Return
IEQ Capital
IEQ Capital Foster City, California $23.5B AUM 29.01% 1-Year Est. Return
Ogorek Anthony Joseph
Ogorek Anthony Joseph Williamsville, New York $403M AUM 15.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Savvy Advisors Inc
Savvy Advisors Inc New York $6.03B AUM 17.97% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Rise Advisors
Rise Advisors Rochester, New York $355M AUM 12.65% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Arax Advisory Partners
Arax Advisory Partners Denver, Colorado $17.7B AUM 20.22% 1-Year Est. Return

Richard C. Young & Co's MUNY Position: Q3 2026 in Review

Richard C. Young & Co reduced its Vanguard New York Tax-Exempt Bond ETF (MUNY) stake by 8.5% in Q3 2026, selling an estimated $58.4K and leaving 6,181 shares worth $602K. The position accounts for 0.05% of the portfolio, ranked #78.

Richard C. Young & Co first reported a position in MUNY in Q2 2026 and has held it in 2 quarters since. The position peaked at $703K in Q2 2026. 43 funds tracked by Wall St. Rank hold MUNY as of Q3 2026.

  • Richard C. Young & Co held 6,181 shares of Vanguard New York Tax-Exempt Bond ETF worth $602K as of Q3 2026.
  • Richard C. Young & Co sold 577 Vanguard New York Tax-Exempt Bond ETF shares in Q3 2026, an estimated $58.4K.
  • Vanguard New York Tax-Exempt Bond ETF made up 0.05% of Richard C. Young & Co's portfolio in Q3 2026, its #78 holding.
  • Richard C. Young & Co first reported a position in Vanguard New York Tax-Exempt Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • Richard C. Young & Co's Vanguard New York Tax-Exempt Bond ETF position peaked at $703K in Q2 2026.
  • 43 funds tracked by Wall St. Rank held Vanguard New York Tax-Exempt Bond ETF as of Q3 2026.

Based on Richard C. Young & Co's 13F filing for Q3 2026, filed 4 Nov 2026.