Savvy Advisors Inc’s Vanguard New York Tax-Exempt Bond ETF MUNY Stock Holding History

Savvy Advisors Inc’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	$3.36M	Buy	+32,273	New	+$3.33M	0.07%	217

Other funds holding MUNY

Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

LifeGoal Wealth Advisors Saratoga Springs, New York $218M AUM 24.05% 1-Year Est. Return

Richard C. Young & Co Newport, Rhode Island $1.36B AUM 66.41% 1-Year Est. Return

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

Compass Planning Associates Greenfield, Massachusetts $185M AUM 12.58% 1-Year Est. Return

Strategic Advisors New York $457M AUM 21.35% 1-Year Est. Return

Savvy Advisors Inc's MUNY Position: Q2 2026 in Review

Savvy Advisors Inc opened a new position in Vanguard New York Tax-Exempt Bond ETF (MUNY) in Q2 2026: 32,273 shares worth $3.36M. The stake represents 0.07% of the portfolio and ranks #217 among its holdings.

18 funds tracked by Wall St. Rank hold MUNY as of Q2 2026.

Savvy Advisors Inc held 32,273 shares of Vanguard New York Tax-Exempt Bond ETF worth $3.36M as of Q2 2026.
Vanguard New York Tax-Exempt Bond ETF was a new Savvy Advisors Inc position in Q2 2026.
Vanguard New York Tax-Exempt Bond ETF made up 0.07% of Savvy Advisors Inc's portfolio in Q2 2026, its #217 holding.
18 funds tracked by Wall St. Rank held Vanguard New York Tax-Exempt Bond ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.