WAM
MUNY

WNY Asset Management’s Vanguard New York Tax-Exempt Bond ETF MUNY Stock Holding History

WNY Asset Management’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 		$8.48M Buy
81,565
+2,167
+3% +$224K 0.76% 23
2026
Q1 		$8.13M Buy
+79,398
New +$8.23M 0.84% 23

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
IC
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
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
SAI
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
RA
Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return

WNY Asset Management's MUNY Position: Q2 2026 in Review

WNY Asset Management increased its Vanguard New York Tax-Exempt Bond ETF (MUNY) stake by 2.7% in Q2 2026, buying an estimated $224K and bringing the position to 81,565 shares worth $8.48M. The position accounts for 0.76% of the portfolio, ranked #23.

WNY Asset Management first reported a position in MUNY in Q1 2026 and has held it in 2 quarters since. 58 funds tracked by Wall St. Rank hold MUNY as of Q2 2026.

  • WNY Asset Management held 81,565 shares of Vanguard New York Tax-Exempt Bond ETF worth $8.48M as of Q2 2026.
  • WNY Asset Management bought 2,167 Vanguard New York Tax-Exempt Bond ETF shares in Q2 2026, an estimated $224K.
  • Vanguard New York Tax-Exempt Bond ETF made up 0.76% of WNY Asset Management's portfolio in Q2 2026, its #23 holding.
  • WNY Asset Management first reported a position in Vanguard New York Tax-Exempt Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 58 funds tracked by Wall St. Rank held Vanguard New York Tax-Exempt Bond ETF as of Q2 2026.

Based on WNY Asset Management's 13F filing for Q2 2026, filed 17 Aug 2026.