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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
Q3 		$337K Buy
3,465
+252
+8% +$25.5K 0.07% 131
2026
Q2 		$334K Buy
+3,213
New +$332K 0.07% 138

Other funds holding MUNY

RA
Rise Advisors Rochester, New York $355M AUM 12.65% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return
AFTS
American Financial & Tax Strategies New York $217M AUM 9.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CPA
Compass Planning Associates Greenfield, Massachusetts $191M AUM 5.98% 1-Year Est. Return
M
MYeCFO La Jolla, California $266M AUM 12.93% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
TWCA
Two West Capital Advisors Overland Park, Kansas $201M AUM 9.67% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Strategic Advisors's MUNY Position: Q3 2026 in Review

Strategic Advisors increased its Vanguard New York Tax-Exempt Bond ETF (MUNY) stake by 7.8% in Q3 2026, buying an estimated $25.5K and bringing the position to 3,465 shares worth $337K. The position accounts for 0.07% of the portfolio, ranked #131.

Strategic Advisors first reported a position in MUNY in Q2 2026 and has held it in 2 quarters since. 13 funds tracked by Wall St. Rank hold MUNY as of Q3 2026.

  • Strategic Advisors held 3,465 shares of Vanguard New York Tax-Exempt Bond ETF worth $337K as of Q3 2026.
  • Strategic Advisors bought 252 Vanguard New York Tax-Exempt Bond ETF shares in Q3 2026, an estimated $25.5K.
  • Vanguard New York Tax-Exempt Bond ETF made up 0.07% of Strategic Advisors's portfolio in Q3 2026, its #131 holding.
  • Strategic Advisors first reported a position in Vanguard New York Tax-Exempt Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • 13 funds tracked by Wall St. Rank held Vanguard New York Tax-Exempt Bond ETF as of Q3 2026.

Based on Strategic Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.