Vise Technologies’s Vanguard New York Tax-Exempt Bond ETF MUNY Stock Holding History

Vise Technologies’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	$351K	Buy	+3,611	New	+$366K	﹤0.01%	1594

Other funds holding MUNY

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Rise Advisors Rochester, New York $355M AUM 12.65% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return

Richard C. Young & Co Newport, Rhode Island $1.33B AUM 53.36% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

American Financial & Tax Strategies New York $217M AUM 9.89% 1-Year Est. Return

Bell Investment Advisors Oakland, California $684M AUM 11.42% 1-Year Est. Return

Vise Technologies's MUNY Position: Q3 2026 in Review

Vise Technologies opened a new position in Vanguard New York Tax-Exempt Bond ETF (MUNY) in Q3 2026: 3,611 shares worth $351K. The stake represents ﹤0.01% of the portfolio and ranks #1594 among its holdings.

27 funds tracked by Wall St. Rank hold MUNY as of Q3 2026.

Vise Technologies held 3,611 shares of Vanguard New York Tax-Exempt Bond ETF worth $351K as of Q3 2026.
Vanguard New York Tax-Exempt Bond ETF was a new Vise Technologies position in Q3 2026.
Vanguard New York Tax-Exempt Bond ETF made up ﹤0.01% of Vise Technologies's portfolio in Q3 2026, its #1594 holding.
27 funds tracked by Wall St. Rank held Vanguard New York Tax-Exempt Bond ETF as of Q3 2026.

Based on Vise Technologies's 13F filing for Q3 2026, filed 29 Oct 2026.