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
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 $1.68B AUM 20.28% 1-Year Est. Return
FF
Francis Financial $539M AUM 14.16% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
WAM
WNY Asset Management Williamsville, New York $967M AUM
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
JSW
Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RWM
Rialto Wealth Management Syracuse, New York $445M AUM 15.58% 1-Year Est. Return
RA
Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return

Tortoise Investment Management's MUNY Position: Q1 2026 in Review

Tortoise Investment Management increased its Vanguard New York Tax-Exempt Bond ETF (MUNY) stake by 99% in Q1 2026, buying an estimated $1.38M and bringing the position to 26,797 shares worth $2.75M. The position accounts for 0.23% of the portfolio, ranked #87.

Tortoise Investment Management first reported a position in MUNY in Q3 2025 and has held it in 3 quarters since. 43 funds tracked by Wall St. Rank hold MUNY as of Q1 2026.

  • Tortoise Investment Management held 26,797 shares of Vanguard New York Tax-Exempt Bond ETF worth $2.75M as of Q1 2026.
  • Tortoise Investment Management bought 13,347 Vanguard New York Tax-Exempt Bond ETF shares in Q1 2026, an estimated $1.38M.
  • Vanguard New York Tax-Exempt Bond ETF made up 0.23% of Tortoise Investment Management's portfolio in Q1 2026, its #87 holding.
  • Tortoise Investment Management first reported a position in Vanguard New York Tax-Exempt Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 43 funds tracked by Wall St. Rank held Vanguard New York Tax-Exempt Bond ETF as of Q1 2026.

Based on Tortoise Investment Management's 13F filing for Q1 2026, filed 5 May 2026.