SA
MUNY

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

Strategic Advisors’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 		$334K Buy
+3,213
New +$332K 0.07% 138

Other funds holding MUNY

RA
Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $218M AUM 24.05% 1-Year Est. Return
RCYC
Richard C. Young & Co Newport, Rhode Island $1.36B AUM 66.41% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
CPA
Compass Planning Associates Greenfield, Massachusetts $185M AUM 12.58% 1-Year Est. Return
TWCA
Two West Capital Advisors Overland Park, Kansas $201M AUM 16.71% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

Strategic Advisors's MUNY Position: Q2 2026 in Review

Strategic Advisors opened a new position in Vanguard New York Tax-Exempt Bond ETF (MUNY) in Q2 2026: 3,213 shares worth $334K. The stake represents 0.07% of the portfolio and ranks #138 among its holdings.

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

  • Strategic Advisors held 3,213 shares of Vanguard New York Tax-Exempt Bond ETF worth $334K as of Q2 2026.
  • Vanguard New York Tax-Exempt Bond ETF was a new Strategic Advisors position in Q2 2026.
  • Vanguard New York Tax-Exempt Bond ETF made up 0.07% of Strategic Advisors's portfolio in Q2 2026, its #138 holding.
  • 12 funds tracked by Wall St. Rank held Vanguard New York Tax-Exempt Bond ETF as of Q2 2026.

Based on Strategic Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.