RA
MUNY

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
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

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $218M AUM 24.05% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Rise Advisors's MUNY Position: Q2 2026 in Review

Rise Advisors reduced its Vanguard New York Tax-Exempt Bond ETF (MUNY) stake by 8.2% in Q2 2026, selling an estimated $209K and leaving 22,643 shares worth $2.35M. The position accounts for 0.66% of the portfolio, ranked #20.

Rise Advisors first reported a position in MUNY in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.53M in Q1 2026. 6 funds tracked by Wall St. Rank hold MUNY as of Q2 2026.

  • Rise Advisors held 22,643 shares of Vanguard New York Tax-Exempt Bond ETF worth $2.35M as of Q2 2026.
  • Rise Advisors sold 2,025 Vanguard New York Tax-Exempt Bond ETF shares in Q2 2026, an estimated $209K.
  • Vanguard New York Tax-Exempt Bond ETF made up 0.66% of Rise Advisors's portfolio in Q2 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 3 quarters since.
  • Rise Advisors's Vanguard New York Tax-Exempt Bond ETF position peaked at $2.53M in Q1 2026.
  • 6 funds tracked by Wall St. Rank held Vanguard New York Tax-Exempt Bond ETF as of Q2 2026.

Based on Rise Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.