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MUNY

Vanguard New York Tax-Exempt Bond ETF
MUNY

42 hedge funds and large institutions have $102M invested in Vanguard New York Tax-Exempt Bond ETF in 2026 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 19 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

850% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 2

500% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 3

79% more capital invested

Capital invested by funds: $56.8M → $102M (+$44.8M)

45% more funds holding

Funds holding: 29 → 42 (+13)

1.89% less ownership

Funds ownership: 34.36% → 32.46% (-1.9%)

Holders
42
Holders Change
+13
Holders Change %
+44.83%
% of All Funds
0.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
19
Reduced
2
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BA
Bridgewater Advisors
New York
+$8.35M
2
Jane Street
Jane Street
New York
+$6.43M
3
HighTower Advisors
HighTower Advisors
Illinois
+$3.27M
4
JSW
Journey Strategic Wealth
New Jersey
+$3.21M
5
RA
Rise Advisors
New York
+$2.56M

Top Sellers

1
EC
Elequin Capital
New York
-$2.28M
2
Raymond James Financial
Raymond James Financial
Florida
-$1.58M
3
OMC
Old Mission Capital
Illinois
-$557K
4
BCG
Bravias Capital Group
New Jersey
-$403K
5
PAG
Private Advisor Group
New Jersey
-$206K
Name Holding Trade Value Shares
Change 		Change in
Stake
OAJ
26
Ogorek Anthony Joseph
New York
$499K +$506K +4,879 New
Raymond James Financial
27
Raymond James Financial
Florida
$487K -$1.58M -15,218 -76%
BIA
28
Bell Investment Advisors
California
$486K +$2.59K +25 +0.5%
CPA
29
Compass Planning Associates
Massachusetts
$446K +$49.8K +480 +12%
WANY
30
Wealthspire Advisors (New York)
New York
$422K +$210K +2,026 +97%
TWCA
31
Two West Capital Advisors
Kansas
$301K +$2.38K +23 +0.8%
CNC
32
Canandaigua National Corp
New York
$279K +$283K +2,728 New
PWM
33
Platt Wealth Management
California
$245K +$249K +2,400 New
HF
34
HRT Financial
New York
$234K +$237K +2,290 New
BFG
35
Bouchey Financial Group
New York
$203K – – –
AAG
36
Armstrong Advisory Group
Massachusetts
$197K +$200K +1,926 New
EC
37
Elequin Capital
New York
$164K -$2.28M -22,034 -93%
SAM
38
S.A. Mason
Michigan
$114K +$115K +1,110 New
FAI
39
Fiduciary Advisors Inc
Missouri
$44.5K +$3.21K +31 +8%
PA
40
Parallel Advisors
California
$28.7K – – –
UBS Group
41
UBS Group
Switzerland
$10.2K +$10.4K +100 New
Morgan Stanley
42
Morgan Stanley
New York
$130 +$104 +1 New
OMC
43
Old Mission Capital
Illinois
– -$557K -5,393 Closed
BCG
44
Bravias Capital Group
New Jersey
– -$403K -3,908 Closed
PAG
45
Private Advisor Group
New Jersey
– -$206K -2,000 Closed
1
2

MUNY Hedge Fund Activity: Q1 2026 in Review

42 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Vanguard New York Tax-Exempt Bond ETF (MUNY) for Q1 2026, worth a combined $102M — up 79% from $56.8M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new MUNY positions and 3 closed out — a net gain of 15 holders — while 19 added to existing stakes and 2 trimmed.

The largest buyer was Bridgewater Advisors, adding an estimated $8.35M. The largest seller was Elequin Capital, cutting an estimated $2.28M.

  • 42 institutional investors held Vanguard New York Tax-Exempt Bond ETF (MUNY) as of Q1 2026, up from 29 in Q4 2025.
  • Funds reported $102M of Vanguard New York Tax-Exempt Bond ETF stock for Q1 2026, up 79% quarter-over-quarter.
  • 18 funds opened new Vanguard New York Tax-Exempt Bond ETF positions in Q1 2026 and 3 closed out, a net change of +15 holders.
  • The largest Vanguard New York Tax-Exempt Bond ETF buyer in Q1 2026 was Bridgewater Advisors, an estimated $8.35M added.
  • The largest Vanguard New York Tax-Exempt Bond ETF seller in Q1 2026 was Elequin Capital, an estimated $2.28M sold.

Based on aggregated 13F filings for Q1 2026.