Wealthspire Advisors (New York)
MUNY icon

Wealthspire Advisors (New York)’s Vanguard New York Tax-Exempt Bond ETF MUNY Stock Holding History

Wealthspire Advisors (New York)’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 		$428K Hold
4,119
– – ﹤0.01% 862
2026
Q1 		$422K Buy
4,119
+2,026
+97% +$210K ﹤0.01% 625
2025
Q4 		$216K Hold
2,093
– – ﹤0.01% 940
2025
Q3 		$215K Buy
+2,093
New +$211K ﹤0.01% 769

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
IEQ Capital
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
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Savvy Advisors Inc
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

Wealthspire Advisors (New York)'s MUNY Position: Q2 2026 in Review

Wealthspire Advisors (New York) held its Vanguard New York Tax-Exempt Bond ETF (MUNY) position steady in Q2 2026 at 4,119 shares worth $428K. The position accounts for ﹤0.01% of the portfolio, ranked #862.

Wealthspire Advisors (New York) first reported a position in MUNY in Q3 2025 and has held it in 4 quarters since. 58 funds tracked by Wall St. Rank hold MUNY as of Q2 2026.

  • Wealthspire Advisors (New York) held 4,119 shares of Vanguard New York Tax-Exempt Bond ETF worth $428K as of Q2 2026.
  • Wealthspire Advisors (New York) left its Vanguard New York Tax-Exempt Bond ETF share count unchanged in Q2 2026.
  • Vanguard New York Tax-Exempt Bond ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #862 holding.
  • Wealthspire Advisors (New York) first reported a position in Vanguard New York Tax-Exempt Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 58 funds tracked by Wall St. Rank held Vanguard New York Tax-Exempt Bond ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.