IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Vanguard NY Tax-Ex Bond (MUNY)

CUSIP: 92204H400 | NYSE | 79 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

LPL Financial LLC58,645
0.0% of portfolio›$5.7M
Commonwealth Equity Services, LLC24,391
0.0% of portfolio›$2.4M
Rise Advisors, LLC22,962
0.6% of portfolio›$2.2M
Hennion & Walsh Asset Management, Inc.19,969
0.1% of portfolio›$1.9M
Joel Isaacson & Co., LLC16,762
0.0% of portfolio›$1.6M
Tortoise Investment Management, LLC14,702
0.1% of portfolio›$1.4M
Creative Planning8,247
0.0% of portfolio›$802.8K
Flagship Harbor Advisors, LLC6,340
0.0% of portfolio›$617.1K
Richard C. Young & Co., Ltd.6,181
0.0% of portfolio›$601.6K
Chatham Capital Group, Inc.5,900
0.1% of portfolio›$574.3K
Crestwood Advisors Group, LLC5,895
0.0% of portfolio›$573.8K
American Financial & TAX Strategies Inc4,900
0.2% of portfolio›$477.0K
Bell Investment Advisors, Inc4,823
0.1% of portfolio›$469.4K
Wealth Enhancement Advisory Services, LLC4,500
0.0% of portfolio›$436.0K
Parallel Advisors, LLC4,461
0.0% of portfolio›$434.2K
Compass Planning Associates Inc4,357
0.2% of portfolio›$424.1K
Indivisible Partners3,912
0.0% of portfolio›$380.8K
Myecfo, LLC3,630
0.1% of portfolio›$353.3K
Vise Technologies, Inc.3,611
0.0% of portfolio›$351.5K
Root Financial Partners, LLC3,611
0.0% of portfolio›$351.5K
Strategic Advisors LLC3,465
0.1% of portfolio›$337.3K
Boston Standard Wealth Management, LLC3,110
0.0% of portfolio›$302.8K
Diversified Portfolios, Inc.3,100
0.0% of portfolio›$301.8K
Two West Capital Advisors LLC2,947
0.1% of portfolio›$284.4K
StoneX Group Inc.2,728
0.0% of portfolio›$277.8K
Canandaigua National Bank & Trust Co2,728
0.0% of portfolio›$265.5K
Sage Investment Advisers LLC2,186
0.1% of portfolio›$212.8K
LifeGoal Investments, LLC2,132
0.1% of portfolio›$207.5K
CWA Asset Management Group, LLC2,100
0.0% of portfolio›$204.4K
S.A. Mason LLC1,110
0.0% of portfolio›$108.0K
Rossby Financial, LCC605
0.0% of portfolio›$58.9K
StyleTurnoverLocationFiled
LPL Financial LLC
58,645$5.7M0.0%IndexVery LowFort Mill, SC2026-11-06
Commonwealth Equity Services, LLC
24,391$2.4M0.0%ETFLowWaltham, MA2026-11-02
Rise Advisors, LLC
22,962$2.2M0.6%ETFMediumRochester, NY2026-10-16
Hennion & Walsh Asset Management, Inc.
19,969$1.9M0.1%ValueMediumParsippany, NJ2026-10-13
Joel Isaacson & Co., LLC
16,762$1.6M0.0%ETFVery LowNew York, NY2026-11-05
Tortoise Investment Management, LLC
14,702$1.4M0.1%ETFLowWhite Plains, NY2026-11-06
Creative Planning
8,247$802.8K0.0%IndexVery LowOverland Park, KS2026-11-02
Flagship Harbor Advisors, LLC
6,340$617.1K0.0%ETFMediumBoston, MA2026-10-26
Richard C. Young & Co., Ltd.
6,181$601.6K0.0%CoreLowNewport, RI2026-11-04
Chatham Capital Group, Inc.
5,900$574.3K0.1%CoreLowSavannah, GA2026-10-16
Crestwood Advisors Group, LLC
5,895$573.8K0.0%GrowthLowBoston, MA2026-10-27
American Financial & TAX Strategies Inc
4,900$477.0K0.2%ETFVery LowNew York, NY2026-10-16
Bell Investment Advisors, Inc
4,823$469.4K0.1%ETFVery LowOrinda, CA2026-10-29
Wealth Enhancement Advisory Services, LLC
4,500$436.0K0.0%CoreLowPlymouth, MN2026-10-13
Parallel Advisors, LLC
4,461$434.2K0.0%IndexLowSan Francisco, CA2026-11-03
Compass Planning Associates Inc
4,357$424.1K0.2%ETFVery LowGreenfield, MA2026-10-13
Indivisible Partners
3,912$380.8K0.0%GrowthMediumClearwater, FL2026-10-26
Myecfo, LLC
3,630$353.3K0.1%ETFVery LowLa Jolla, CA2026-10-14
Vise Technologies, Inc.
3,611$351.5K0.0%IndexLowNew York, NY2026-10-29
Root Financial Partners, LLC
3,611$351.5K0.0%ETFMediumEncinitas, CA2026-10-21
Strategic Advisors LLC
3,465$337.3K0.1%GrowthLowNew York, NY2026-10-13
Boston Standard Wealth Management, LLC
3,110$302.8K0.0%ETFLowWinchester, MA2026-10-07
Diversified Portfolios, Inc.
3,100$301.8K0.0%ETFLowBloomfield Hills, MI2026-11-04
Two West Capital Advisors LLC
2,947$284.4K0.1%ETFLowOverland Park, KS2026-10-15
StoneX Group Inc.
2,728$277.8K0.0%ETFMediumNew York, NY2026-11-03
Canandaigua National Bank & Trust Co
2,728$265.5K0.0%CoreVery LowCanandaigua, NY2026-10-07
Sage Investment Advisers LLC
2,186$212.8K0.1%ETFLowWappingers Falls, NY2026-10-21
LifeGoal Investments, LLC
2,132$207.5K0.1%ETFLowSaratoga Springs, NY2026-10-09
CWA Asset Management Group, LLC
2,100$204.4K0.0%CoreMediumNaples, FL2026-10-19
S.A. Mason LLC
1,110$108.0K0.0%GrowthVery LowHolland, MI2026-10-13
Rossby Financial, LCC
605$58.9K0.0%ETFMediumMelbourne, FL2026-11-05