Root Financial Partners’s Vanguard New York Tax-Exempt Bond ETF MUNY Stock Holding History

Root Financial Partners’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	$351K	Buy	+3,611	New	+$366K	0.01%	287

Other funds holding MUNY

Rise Advisors Rochester, New York $355M AUM 12.65% 1-Year Est. Return

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

Strategic Advisors New York $475M AUM 19.08% 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

Root Financial Partners's MUNY Position: Q3 2026 in Review

Root Financial Partners opened a new position in Vanguard New York Tax-Exempt Bond ETF (MUNY) in Q3 2026: 3,611 shares worth $351K. The stake represents 0.01% of the portfolio and ranks #287 among its holdings.

16 funds tracked by Wall St. Rank hold MUNY as of Q3 2026.

Root Financial Partners held 3,611 shares of Vanguard New York Tax-Exempt Bond ETF worth $351K as of Q3 2026.
Vanguard New York Tax-Exempt Bond ETF was a new Root Financial Partners position in Q3 2026.
Vanguard New York Tax-Exempt Bond ETF made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #287 holding.
16 funds tracked by Wall St. Rank held Vanguard New York Tax-Exempt Bond ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.