Rise Advisors’s Vanguard New York Tax-Exempt Bond ETF MUNY Stock Holding History

Rise Advisors’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	$2.24M	Buy	22,962 +319	+1%	+$32.3K	0.63%	20
2026 Q2	$2.35M	Sell	22,643 -2,025	-8%	-$209K	0.66%	20
2026 Q1	$2.53M	Buy	+24,668	New	+$2.56M	0.89%	16
2025 Q4	–	Sell	-1,225	Closed	-$126K	–	1523
2025 Q3	$126K	Buy	+1,225	New	+$124K	0.05%	135

Other funds holding MUNY

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return

American Financial & Tax Strategies New York $217M AUM 9.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Compass Planning Associates Greenfield, Massachusetts $191M AUM 5.98% 1-Year Est. Return

MYeCFO La Jolla, California $266M AUM 12.93% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Strategic Advisors New York $475M AUM 20.06% 1-Year Est. Return

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

Two West Capital Advisors Overland Park, Kansas $201M AUM 9.67% 1-Year Est. Return

Rise Advisors's MUNY Position: Q3 2026 in Review

Rise Advisors increased its Vanguard New York Tax-Exempt Bond ETF (MUNY) stake by 1.4% in Q3 2026, buying an estimated $32.3K and bringing the position to 22,962 shares worth $2.24M. The position accounts for 0.63% of the portfolio, ranked #20.

Rise Advisors first reported a position in MUNY in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.53M in Q1 2026. 16 funds tracked by Wall St. Rank hold MUNY as of Q3 2026.

Rise Advisors held 22,962 shares of Vanguard New York Tax-Exempt Bond ETF worth $2.24M as of Q3 2026.
Rise Advisors bought 319 Vanguard New York Tax-Exempt Bond ETF shares in Q3 2026, an estimated $32.3K.
Vanguard New York Tax-Exempt Bond ETF made up 0.63% of Rise Advisors's portfolio in Q3 2026, its #20 holding.
Rise Advisors first reported a position in Vanguard New York Tax-Exempt Bond ETF in Q3 2025 and has held it in 4 quarters since.
Rise Advisors's Vanguard New York Tax-Exempt Bond ETF position peaked at $2.53M in Q1 2026.
16 funds tracked by Wall St. Rank held Vanguard New York Tax-Exempt Bond ETF as of Q3 2026.

Based on Rise Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.