WA
VFL

Whipplewood Advisors’s abrdn National Municipal Income Fund VFL Stock Holding History

Whipplewood Advisors’s Portfolio VFL Stock Details VFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$269K Buy
25,961
+1,044
+4% +$10.6K 0.18% 92
2026
Q1 		$248K Hold
24,917
– – 0.13% 120
2025
Q4 		$256K Buy
24,917
+44
+0.2% +$448 0.16% 109
2025
Q3 		$255K Buy
24,873
+673
+3% +$6.57K 0.17% 110
2025
Q2 		$234K Buy
24,200
+24,116
+28,710% +$236K 0.13% 153
2025
Q1 		$473K Sell
84
-45,633
-100% -$475K 0.28% 84
2024
Q4 		$463K Buy
+45,717
New +$490K 0.26% 91

Other funds holding VFL

Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Whipplewood Advisors's VFL Position: Q2 2026 in Review

Whipplewood Advisors increased its abrdn National Municipal Income Fund (VFL) stake by 4.2% in Q2 2026, buying an estimated $10.6K and bringing the position to 25,961 shares worth $269K. The position accounts for 0.18% of the portfolio, ranked #92.

Whipplewood Advisors first reported a position in VFL in Q4 2024 and has held it in 7 quarters since. The position peaked at $473K in Q1 2025. 54 funds tracked by Wall St. Rank hold VFL as of Q2 2026.

  • Whipplewood Advisors held 25,961 shares of abrdn National Municipal Income Fund worth $269K as of Q2 2026.
  • Whipplewood Advisors bought 1,044 abrdn National Municipal Income Fund shares in Q2 2026, an estimated $10.6K.
  • abrdn National Municipal Income Fund made up 0.18% of Whipplewood Advisors's portfolio in Q2 2026, its #92 holding.
  • Whipplewood Advisors first reported a position in abrdn National Municipal Income Fund in Q4 2024 and has held it in 7 quarters since.
  • Whipplewood Advisors's abrdn National Municipal Income Fund position peaked at $473K in Q1 2025.
  • 54 funds tracked by Wall St. Rank held abrdn National Municipal Income Fund as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.