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MUNY

Vanguard New York Tax-Exempt Bond ETF
MUNY

16 hedge funds and large institutions have $28.9M invested in Vanguard New York Tax-Exempt Bond ETF in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 2

300% more funds holding

Funds holding: 4 → 16 (+12)

60% more capital invested

Capital invested by funds: $18.1M → $28.9M (+$10.9M)

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

41.98% less ownership

Funds ownership: 71.5% → 29.52% (-42%)

Holders
16
Holders Change
+12
Holders Change %
+300%
% of All Funds
0.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
1
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BA
Bridgewater Advisors
New York
+$8.67M
2
OMC
Old Mission Capital
Illinois
+$2.01M
3
FF
Francis Financial
+$1.01M
4
TIM
Tortoise Investment Management
New York
+$595K
5
BIA
Bell Investment Advisors
California
+$467K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$4.05M
2
Goldman Sachs
Goldman Sachs
New York
-$539K
3
HF
HRT Financial
New York
-$430K
Name Holding Trade Value Shares
Change 		Change in
Stake
FF
1
Francis Financial
$13.3M +$1.01M +10,045 +8%
BA
2
Bridgewater Advisors
New York
$8.88M +$8.67M +85,907 New
OMC
3
Old Mission Capital
Illinois
$2.05M +$2.01M +19,898 New
Jane Street
4
Jane Street
New York
$1.02M -$4.05M -40,111 -80%
TIM
5
Tortoise Investment Management
New York
$606K +$595K +5,890 New
BIA
6
Bell Investment Advisors
California
$476K +$467K +4,622 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$428K +$419K +4,155 New
SAM
8
Satovsky Asset Management
New York
$414K +$405K +4,017 New
AFTS
9
American Financial & Tax Strategies
New York
$357K +$350K +3,469 New
TWCA
10
Two West Capital Advisors
Kansas
$297K +$289K +2,861 New
CAG
11
Crestwood Advisors Group
Massachusetts
$293K +$288K +2,850 New
RWM
12
Rialto Wealth Management
New York
$222K +$217K +2,154 New
WANY
13
Wealthspire Advisors (New York)
New York
$215K +$211K +2,093 New
PAG
14
Private Advisor Group
New Jersey
$206K +$202K +2,000 New
RA
15
Rise Advisors
New York
$126K +$124K +1,225 New
EC
16
Elequin Capital
New York
$21.7K +$21.3K +211 New
Goldman Sachs
17
Goldman Sachs
New York
– -$539K -5,331 Closed
HF
18
HRT Financial
New York
– -$430K -4,260 Closed

MUNY Hedge Fund Activity: Q3 2025 in Review

16 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Vanguard New York Tax-Exempt Bond ETF (MUNY) for Q3 2025, worth a combined $28.9M — up 60% from $18.1M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new MUNY positions and 2 closed out — a net gain of 12 holders — while 1 added to existing stakes and 1 trimmed.

The largest buyer was Bridgewater Advisors, opening a new position worth an estimated $8.67M. The largest seller was Jane Street, cutting an estimated $4.05M.

  • 16 institutional investors held Vanguard New York Tax-Exempt Bond ETF (MUNY) as of Q3 2025, up from 4 in Q2 2025.
  • Funds reported $28.9M of Vanguard New York Tax-Exempt Bond ETF stock for Q3 2025, up 60% quarter-over-quarter.
  • 14 funds opened new Vanguard New York Tax-Exempt Bond ETF positions in Q3 2025 and 2 closed out, a net change of +12 holders.
  • The largest Vanguard New York Tax-Exempt Bond ETF buyer in Q3 2025 was Bridgewater Advisors, an estimated $8.67M added.
  • The largest Vanguard New York Tax-Exempt Bond ETF seller in Q3 2025 was Jane Street, an estimated $4.05M sold.

Based on aggregated 13F filings for Q3 2025.