TIM
MUNY

Tortoise Investment Management’s Vanguard New York Tax-Exempt Bond ETF MUNY Stock Holding History

Tortoise Investment 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 		$2.64M Sell
25,410
-1,387
-5% -$143K 0.2% 91
2026
Q1 		$2.75M Buy
26,797
+13,347
+99% +$1.38M 0.23% 87
2025
Q4 		$1.39M Buy
13,450
+7,560
+128% +$781K 0.12% 108
2025
Q3 		$606K Buy
+5,890
New +$595K 0.05% 140

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

Tortoise Investment Management's MUNY Position: Q2 2026 in Review

Tortoise Investment Management reduced its Vanguard New York Tax-Exempt Bond ETF (MUNY) stake by 5.2% in Q2 2026, selling an estimated $143K and leaving 25,410 shares worth $2.64M. The position accounts for 0.2% of the portfolio, ranked #91.

Tortoise Investment Management first reported a position in MUNY in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.75M in Q1 2026. 58 funds tracked by Wall St. Rank hold MUNY as of Q2 2026.

  • Tortoise Investment Management held 25,410 shares of Vanguard New York Tax-Exempt Bond ETF worth $2.64M as of Q2 2026.
  • Tortoise Investment Management sold 1,387 Vanguard New York Tax-Exempt Bond ETF shares in Q2 2026, an estimated $143K.
  • Vanguard New York Tax-Exempt Bond ETF made up 0.2% of Tortoise Investment Management's portfolio in Q2 2026, its #91 holding.
  • Tortoise Investment Management first reported a position in Vanguard New York Tax-Exempt Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Tortoise Investment Management's Vanguard New York Tax-Exempt Bond ETF position peaked at $2.75M in Q1 2026.
  • 58 funds tracked by Wall St. Rank held Vanguard New York Tax-Exempt Bond ETF as of Q2 2026.

Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.