SAM
MUNY

Satovsky Asset Management’s Vanguard New York Tax-Exempt Bond ETF MUNY Stock Holding History

Satovsky Asset Management’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 		$2.14M Buy
20,615
+3,663
+22% +$378K 0.34% 21
2026
Q1 		$1.74M Buy
16,952
+5,472
+48% +$567K 0.31% 21
2025
Q4 		$1.19M Buy
11,480
+7,463
+186% +$771K 0.23% 21
2025
Q3 		$414K Buy
+4,017
New +$405K 0.08% 33

Other funds holding MUNY

BA
Bridgewater Advisors New York $1.83B AUM 22.9% 1-Year Est. Return
FF
Francis Financial $610M AUM 16.1% 1-Year Est. Return
WAM
WNY Asset Management Williamsville, New York $1.12B AUM
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return
RWM
Rialto Wealth Management Syracuse, New York $505M AUM 18.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return

Satovsky Asset Management's MUNY Position: Q2 2026 in Review

Satovsky Asset Management increased its Vanguard New York Tax-Exempt Bond ETF (MUNY) stake by 22% in Q2 2026, buying an estimated $378K and bringing the position to 20,615 shares worth $2.14M. The position accounts for 0.34% of the portfolio, ranked #21.

Satovsky Asset Management first reported a position in MUNY in Q3 2025 and has held it in 4 quarters since. 58 funds tracked by Wall St. Rank hold MUNY as of Q2 2026.

  • Satovsky Asset Management held 20,615 shares of Vanguard New York Tax-Exempt Bond ETF worth $2.14M as of Q2 2026.
  • Satovsky Asset Management bought 3,663 Vanguard New York Tax-Exempt Bond ETF shares in Q2 2026, an estimated $378K.
  • Vanguard New York Tax-Exempt Bond ETF made up 0.34% of Satovsky Asset Management's portfolio in Q2 2026, its #21 holding.
  • Satovsky Asset Management first reported a position in Vanguard New York Tax-Exempt Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 58 funds tracked by Wall St. Rank held Vanguard New York Tax-Exempt Bond ETF as of Q2 2026.

Based on Satovsky Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.