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MUNY

Vanguard New York Tax-Exempt Bond ETF
MUNY

29 hedge funds and large institutions have $56.8M invested in Vanguard New York Tax-Exempt Bond ETF in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 11 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,300% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 1

450% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 2

96% more capital invested

Capital invested by funds: $28.9M → $56.8M (+$27.9M)

81% more funds holding

Funds holding: 16 → 29 (+13)

4.83% more ownership

Funds ownership: 29.52% → 34.36% (+4.8%)

Holders
29
Holders Change
+13
Holders Change %
+81.25%
% of All Funds
0.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
11
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BA
Bridgewater Advisors
New York
+$10.3M
2
IC
IEQ Capital
California
+$6.85M
3
EC
Elequin Capital
New York
+$2.42M
4
Raymond James Financial
Raymond James Financial
Florida
+$2.06M
5
GC
Guggenheim Capital
Illinois
+$950K

Top Sellers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
-$1.5M
2
Jane Street
Jane Street
New York
-$151K
3
RA
Rise Advisors
New York
-$126K
Name Holding Trade Value Shares
Change 		Change in
Stake
BA
1
Bridgewater Advisors
New York
$19.2M +$10.3M +99,269 +116%
FF
2
Francis Financial
$13.6M +$292K +2,821 +2%
IC
3
IEQ Capital
California
$6.84M +$6.85M +66,283 New
EC
4
Elequin Capital
New York
$2.44M +$2.42M +23,420 +11,100%
Raymond James Financial
5
Raymond James Financial
Florida
$2.06M +$2.06M +19,968 New
TIM
6
Tortoise Investment Management
New York
$1.39M +$781K +7,560 +128%
SAM
7
Satovsky Asset Management
New York
$1.19M +$771K +7,463 +186%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.05M +$623K +6,025 +145%
GC
9
Guggenheim Capital
Illinois
$948K +$950K +9,188 New
Jane Street
10
Jane Street
New York
$875K -$151K -1,460 -15%
LWA
11
LifeGoal Wealth Advisors
New York
$870K – – –
RWM
12
Rialto Wealth Management
New York
$737K +$515K +4,986 +231%
CAG
13
Crestwood Advisors Group
Massachusetts
$609K +$315K +3,045 +107%
OMC
14
Old Mission Capital
Illinois
$557K -$1.5M -14,505 -73%
AFTS
15
American Financial & Tax Strategies
New York
$516K +$158K +1,531 +44%
BIA
16
Bell Investment Advisors
California
$487K +$10.1K +98 +2%
HWAM
17
Hennion & Walsh Asset Management
New Jersey
$486K +$487K +4,710 New
SAG
18
SageView Advisory Group
California
$432K +$432K +4,182 New
BCG
19
Bravias Capital Group
New Jersey
$403K +$404K +3,908 New
CPA
20
Compass Planning Associates
Massachusetts
$400K +$401K +3,877 New
TWCA
21
Two West Capital Advisors
Kansas
$298K +$2.38K +23 +0.8%
MSFS
22
Main Street Financial Solutions
Pennsylvania
$266K +$267K +2,580 New
JIC
23
Joel Isaacson & Co
New York
$253K +$253K +2,452 New
WANY
24
Wealthspire Advisors (New York)
New York
$216K – – –
PAG
25
Private Advisor Group
New Jersey
$206K – – –
1
2

MUNY Hedge Fund Activity: Q4 2025 in Review

29 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Vanguard New York Tax-Exempt Bond ETF (MUNY) for Q4 2025, worth a combined $56.8M — up 96% from $28.9M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new MUNY positions and 1 closed out — a net gain of 13 holders — while 11 added to existing stakes and 2 trimmed.

The largest buyer was Bridgewater Advisors, adding an estimated $10.3M. The largest seller was Old Mission Capital, cutting an estimated $1.5M.

  • 29 institutional investors held Vanguard New York Tax-Exempt Bond ETF (MUNY) as of Q4 2025, up from 16 in Q3 2025.
  • Funds reported $56.8M of Vanguard New York Tax-Exempt Bond ETF stock for Q4 2025, up 96% quarter-over-quarter.
  • 14 funds opened new Vanguard New York Tax-Exempt Bond ETF positions in Q4 2025 and 1 closed out, a net change of +13 holders.
  • The largest Vanguard New York Tax-Exempt Bond ETF buyer in Q4 2025 was Bridgewater Advisors, an estimated $10.3M added.
  • The largest Vanguard New York Tax-Exempt Bond ETF seller in Q4 2025 was Old Mission Capital, an estimated $1.5M sold.

Based on aggregated 13F filings for Q4 2025.