SAM
MUNY

S.A. Mason’s Vanguard New York Tax-Exempt Bond ETF MUNY Stock Holding History

S.A. Mason’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 		$114K Buy
+1,110
New +$115K 0.04% 250

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
RWM
Rialto Wealth Management Syracuse, New York $445M AUM 15.58% 1-Year Est. Return

S.A. Mason's MUNY Position: Q1 2026 in Review

S.A. Mason opened a new position in Vanguard New York Tax-Exempt Bond ETF (MUNY) in Q1 2026: 1,110 shares worth $114K. The stake represents 0.04% of the portfolio and ranks #250 among its holdings.

42 funds tracked by Wall St. Rank hold MUNY as of Q1 2026.

  • S.A. Mason held 1,110 shares of Vanguard New York Tax-Exempt Bond ETF worth $114K as of Q1 2026.
  • Vanguard New York Tax-Exempt Bond ETF was a new S.A. Mason position in Q1 2026.
  • Vanguard New York Tax-Exempt Bond ETF made up 0.04% of S.A. Mason's portfolio in Q1 2026, its #250 holding.
  • 42 funds tracked by Wall St. Rank held Vanguard New York Tax-Exempt Bond ETF as of Q1 2026.

Based on S.A. Mason's 13F filing for Q1 2026, filed 27 Apr 2026.