Wealth Enhancement Advisory Services
MUNY icon

Wealth Enhancement Advisory Services’s Vanguard New York Tax-Exempt Bond ETF MUNY Stock Holding History

Wealth Enhancement Advisory Services’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 		$436K Buy
+4,500
New +$456K ﹤0.01% 2974

Other funds holding MUNY

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Chatham Capital Group
Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return
AFTS
American Financial & Tax Strategies New York $217M AUM 9.89% 1-Year Est. Return
CPA
Compass Planning Associates Greenfield, Massachusetts $191M AUM 5.98% 1-Year Est. Return
M
MYeCFO La Jolla, California $266M AUM 12.93% 1-Year Est. Return
SA
Strategic Advisors New York $475M AUM 19.08% 1-Year Est. Return
Boston Standard Wealth Management
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
TWCA
Two West Capital Advisors Overland Park, Kansas $201M AUM 9.67% 1-Year Est. Return
Canandaigua National Bank & Trust
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Wealth Enhancement Advisory Services's MUNY Position: Q3 2026 in Review

Wealth Enhancement Advisory Services opened a new position in Vanguard New York Tax-Exempt Bond ETF (MUNY) in Q3 2026: 4,500 shares worth $436K. The stake represents ﹤0.01% of the portfolio and ranks #2974 among its holdings.

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

  • Wealth Enhancement Advisory Services held 4,500 shares of Vanguard New York Tax-Exempt Bond ETF worth $436K as of Q3 2026.
  • Vanguard New York Tax-Exempt Bond ETF was a new Wealth Enhancement Advisory Services position in Q3 2026.
  • Vanguard New York Tax-Exempt Bond ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2974 holding.
  • 13 funds tracked by Wall St. Rank held Vanguard New York Tax-Exempt Bond ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.