RAFFA WEALTH MANAGEMENT, LLC’s Vanguard New York Tax-Exempt Bond ETF MUNY Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$9.78K	Buy	+94	New	+$9.7K	﹤0.01%	436

Other funds holding MUNY

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

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

LifeGoal Wealth Advisors Saratoga Springs, New York $218M AUM 24.05% 1-Year Est. Return

Richard C. Young & Co Newport, Rhode Island $1.36B AUM 66.41% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Compass Planning Associates Greenfield, Massachusetts $185M AUM 12.58% 1-Year Est. Return

Strategic Advisors New York $457M AUM 21.35% 1-Year Est. Return

Two West Capital Advisors Overland Park, Kansas $201M AUM 16.71% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's MUNY Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC opened a new position in Vanguard New York Tax-Exempt Bond ETF (MUNY) in Q2 2026: 94 shares worth $9.78K. The stake represents ﹤0.01% of the portfolio and ranks #436 among its holdings.

12 funds tracked by Wall St. Rank hold MUNY as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 94 shares of Vanguard New York Tax-Exempt Bond ETF worth $9.78K as of Q2 2026.
Vanguard New York Tax-Exempt Bond ETF was a new RAFFA WEALTH MANAGEMENT, LLC position in Q2 2026.
Vanguard New York Tax-Exempt Bond ETF made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #436 holding.
12 funds tracked by Wall St. Rank held Vanguard New York Tax-Exempt Bond ETF as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.