SageView Advisory Group’s Vanguard New York Tax-Exempt Bond ETF MUNY Stock Holding History

SageView Advisory Group’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
2025 Q4	$432K	Buy	+4,182	New	+$432K	0.01%	391

Other funds holding MUNY

Bridgewater Advisors New York $1.68B AUM 20.28% 1-Year Est. Return

Francis Financial $539M AUM 14.16% 1-Year Est. Return

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

Elequin Capital New York $1.19B AUM 16.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

SAM

Satovsky Asset Management New York $566M AUM 15.8% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SageView Advisory Group's MUNY Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Vanguard New York Tax-Exempt Bond ETF (MUNY) in Q4 2025: 4,182 shares worth $432K. The stake represents 0.01% of the portfolio and ranks #391 among its holdings.

29 funds tracked by Wall St. Rank hold MUNY as of Q4 2025.

SageView Advisory Group held 4,182 shares of Vanguard New York Tax-Exempt Bond ETF worth $432K as of Q4 2025.
Vanguard New York Tax-Exempt Bond ETF was a new SageView Advisory Group position in Q4 2025.
Vanguard New York Tax-Exempt Bond ETF made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #391 holding.
29 funds tracked by Wall St. Rank held Vanguard New York Tax-Exempt Bond ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.