UBS Group
MUNY

UBS Group’s Vanguard New York Tax-Exempt Bond ETF MUNY Stock Holding History

UBS Group’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 		– Sell
-100
Closed -$10.2K – 11434
2026
Q1 		$10.2K Buy
+100
New +$10.4K ﹤0.01% 8376

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
TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return

UBS Group's MUNY Position: Q2 2026 in Review

UBS Group sold out of Vanguard New York Tax-Exempt Bond ETF (MUNY) in Q2 2026, closing a stake of 100 shares — an estimated $10.2K sold.

UBS Group first reported a position in MUNY in Q1 2026 and held it in 1 quarter. The position peaked at $10.2K in Q1 2026. 58 funds tracked by Wall St. Rank hold MUNY as of Q2 2026.

  • UBS Group reported no remaining Vanguard New York Tax-Exempt Bond ETF position as of Q2 2026 after selling out during the quarter.
  • UBS Group sold 100 Vanguard New York Tax-Exempt Bond ETF shares in Q2 2026, an estimated $10.2K.
  • UBS Group first reported a position in Vanguard New York Tax-Exempt Bond ETF in Q1 2026 and held it in 1 quarter.
  • UBS Group's Vanguard New York Tax-Exempt Bond ETF position peaked at $10.2K in Q1 2026.
  • 58 funds tracked by Wall St. Rank held Vanguard New York Tax-Exempt Bond ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.