TWCA
MUNY

Two West Capital Advisors’s Vanguard New York Tax-Exempt Bond ETF MUNY Stock Holding History

Two West Capital 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 		$301K Buy
2,930
+23
+0.8% +$2.37K 0.15% 83
2026
Q1 		$301K Buy
2,907
+23
+0.8% +$2.38K 0.16% 82
2025
Q4 		$298K Buy
2,884
+23
+0.8% +$2.38K 0.17% 79
2025
Q3 		$297K Buy
+2,861
New +$289K 0.18% 75

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
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 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

Two West Capital Advisors's MUNY Position: Q2 2026 in Review

Two West Capital Advisors increased its Vanguard New York Tax-Exempt Bond ETF (MUNY) stake by 0.79% in Q2 2026, buying an estimated $2.37K and bringing the position to 2,930 shares worth $301K. The position accounts for 0.15% of the portfolio, ranked #83.

Two West Capital Advisors first reported a position in MUNY in Q3 2025 and has held it in 4 quarters since. 7 funds tracked by Wall St. Rank hold MUNY as of Q2 2026.

  • Two West Capital Advisors held 2,930 shares of Vanguard New York Tax-Exempt Bond ETF worth $301K as of Q2 2026.
  • Two West Capital Advisors bought 23 Vanguard New York Tax-Exempt Bond ETF shares in Q2 2026, an estimated $2.37K.
  • Vanguard New York Tax-Exempt Bond ETF made up 0.15% of Two West Capital Advisors's portfolio in Q2 2026, its #83 holding.
  • Two West Capital Advisors first reported a position in Vanguard New York Tax-Exempt Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 7 funds tracked by Wall St. Rank held Vanguard New York Tax-Exempt Bond ETF as of Q2 2026.

Based on Two West Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.