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MUNY

Vanguard New York Tax-Exempt Bond ETF

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: 2942 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
BA
1
Bridgewater Advisors
New York
$27.4M +$8.35M +80,586 +44%
FF
2
Francis Financial
$15.3M +$1.83M +17,639 +13%
IC
3
IEQ Capital
California
$8.44M +$1.67M +16,111 +24%
WAM
4
WNY Asset Management
New York
$8.13M +$8.23M +79,398 New
Jane Street
5
Jane Street
New York
$7.22M +$6.43M +61,989 +731%
HighTower Advisors
6
HighTower Advisors
Illinois
$3.23M +$3.27M +31,501 New
JSW
7
Journey Strategic Wealth
New Jersey
$3.17M +$3.21M +30,983 New
GC
8
Guggenheim Capital
Illinois
$2.9M +$1.98M +19,072 +208%
TIM
9
Tortoise Investment Management
New York
$2.75M +$1.38M +13,347 +99%
RWM
10
Rialto Wealth Management
New York
$2.63M +$1.92M +18,489 +259%
RA
11
Rise Advisors
New York
$2.53M +$2.56M +24,668 New
TRCT
12
Tower Research Capital (TRC)
New York
$2M +$2.02M +19,527 New
SAM
13
Satovsky Asset Management
New York
$1.74M +$567K +5,472 +48%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.61M +$573K +5,532 +54%
Bank of America
15
Bank of America
North Carolina
$1.4M +$1.39M +13,367 +4,456%
HWAM
16
Hennion & Walsh Asset Management
New Jersey
$1.12M +$644K +6,213 +132%
LWA
17
LifeGoal Wealth Advisors
New York
$867K +$878K +8,468 New
Creative Planning
18
Creative Planning
Kansas
$837K +$847K +8,170 New
CAG
19
Crestwood Advisors Group
Massachusetts
$704K +$102K +980 +17%
LPL Financial
20
LPL Financial
California
$685K +$693K +6,689 New
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$629K +$636K +6,136 New
CCG
22
Chatham Capital Group
Georgia
$594K +$601K +5,800 New
JIC
23
Joel Isaacson & Co
New York
$528K +$280K +2,701 +110%
AFTS
24
American Financial & Tax Strategies
New York
$512K
GK
25
Graney & King
New York
$507K +$359K +3,464 +233%