Vanguard NY Tax-Ex Bond (MUNY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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LPL Financial LLC

INCREASED

Shares58,645 from 16,252

Change+42,393 (+261%)

Value$5.7M (+$4.0M)

Filed 2026-11-06

Commonwealth Equity Services, LLC

INCREASED

Shares24,391 from 16,875

Change+7,516 (+45%)

Value$2.4M (+$619.3K)

Filed 2026-11-02

Rise Advisors, LLC

INCREASED

Shares22,962 from 22,643

Change+319 (+1%)

Value$2.2M (-$119.7K)

Filed 2026-10-16

Hennion & Walsh Asset Management, Inc.

INCREASED

Shares19,969 from 13,842

Change+6,127 (+44%)

Value$1.9M (+$504.2K)

Filed 2026-10-13

Joel Isaacson & Co., LLC

INCREASED

Shares16,762 from 5,941

Change+10,821 (+182%)

Value$1.6M (+$1.0M)

Filed 2026-11-05

Tortoise Investment Management, LLC

DECREASED

Shares14,702 from 25,410

Change-10,708 (-42%)

Value$1.4M (-$1.2M)

Filed 2026-11-06

Creative Planning

INCREASED

Shares8,247 from 8,170

Change+77 (+1%)

Value$802.8K (-$46.9K)

Filed 2026-11-02

Flagship Harbor Advisors, LLC

NEW

Shares6,340

Change+6,340

Value$617.1K

Filed 2026-10-26

Richard C. Young & Co., Ltd.

DECREASED

Shares6,181 from 6,758

Change-577 (-9%)

Value$601.6K (-$101.2K)

Filed 2026-11-04

Chatham Capital Group, Inc.

UNCHANGED

Shares5,900 from 5,900

Change0 (0%)

Value$574.3K (-$39.3K)

Filed 2026-10-16

Crestwood Advisors Group, LLC

UNCHANGED

Shares5,895 from 5,895

Change0 (0%)

Value$573.8K (-$39.3K)

Filed 2026-10-27

American Financial & TAX Strategies Inc

DECREASED

Shares4,900 from 5,000

Change-100 (-2%)

Value$477.0K (-$43.0K)

Filed 2026-10-16

Bell Investment Advisors, Inc

INCREASED

Shares4,823 from 4,783

Change+40 (+1%)

Value$469.4K (-$28.0K)

Filed 2026-10-29

Wealth Enhancement Advisory Services, LLC

NEW

Shares4,500

Change+4,500

Value$436.0K

Filed 2026-10-13

Parallel Advisors, LLC

UNCHANGED

Shares4,461 from 4,461

Change0 (0%)

Value$434.2K (-$29.7K)

Filed 2026-11-03

Compass Planning Associates Inc

UNCHANGED

Shares4,357 from 4,357

Change0 (0%)

Value$424.1K (-$29.0K)

Filed 2026-10-13

Indivisible Partners

NEW

Shares3,912

Change+3,912

Value$380.8K

Filed 2026-10-26

Myecfo, LLC

INCREASED

Shares3,630 from 3,560

Change+70 (+2%)

Value$353.3K (-$16.9K)

Filed 2026-10-14

Vise Technologies, Inc.

NEW

Shares3,611

Change+3,611

Value$351.5K

Filed 2026-10-29

Root Financial Partners, LLC

NEW

Shares3,611

Change+3,611

Value$351.5K

Filed 2026-10-21

Strategic Advisors LLC

INCREASED

Shares3,465 from 3,213

Change+252 (+8%)

Value$337.3K (+$3.1K)

Filed 2026-10-13

Boston Standard Wealth Management, LLC

NEW

Shares3,110

Change+3,110

Value$302.8K

Filed 2026-10-07

Diversified Portfolios, Inc.

NEW

Shares3,100

Change+3,100

Value$301.8K

Filed 2026-11-04

Two West Capital Advisors LLC

INCREASED

Shares2,947 from 2,930

Change+17 (+1%)

Value$284.4K (-$16.9K)

Filed 2026-10-15

StoneX Group Inc.

NEW

Shares2,728

Change+2,728

Value$277.8K

Filed 2026-11-03

Canandaigua National Bank & Trust Co

UNCHANGED

Shares2,728 from 2,728

Change0 (0%)

Value$265.5K (-$18.2K)

Filed 2026-10-07

Sage Investment Advisers LLC

NEW

Shares2,186

Change+2,186

Value$212.8K

Filed 2026-10-21

LifeGoal Investments, LLC

DECREASED

Shares2,132 from 8,536

Change-6,404 (-75%)

Value$207.5K (-$680.2K)

Filed 2026-10-09

CWA Asset Management Group, LLC

UNCHANGED

Shares2,100 from 2,100

Change0 (0%)

Value$204.4K (-$14.0K)

Filed 2026-10-19

S.A. Mason LLC

UNCHANGED

Shares1,110 from 1,110

Change0 (0%)

Value$108.0K (-$7.4K)

Filed 2026-10-13

Rossby Financial, LCC

NEW

Shares605

Change+605

Value$58.9K

Filed 2026-11-05

Platt Wealth Management LLC

CLOSED

Shares0 from 2,400

Change-2,400 (-100%)

Value$0 (-$249.0K)

Filed 2026-11-04

Bridgewater Advisors Inc.

N/A

Shares— from 287,315

Change-287,315 (-100%)

Value—

Francis Financial, Inc.

N/A

Shares— from 170,398

Change-170,398 (-100%)

Value—

WNY Asset Management, LLC

N/A

Shares— from 81,565

Change-81,565 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 77,012

Change-77,012 (-100%)

Value—

Ogorek Anthony Joseph

N/A

Shares— from 57,890

Change-57,890 (-100%)

Value—

Rialto Wealth Management, LLC

N/A

Shares— from 42,042

Change-42,042 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 40,706

Change-40,706 (-100%)

Value—

Savvy Advisors, Inc.

N/A

Shares— from 32,273

Change-32,273 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 28,642

Change-28,642 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 21,115

Change-21,115 (-100%)

Value—

Satovsky Asset Management LLC

N/A

Shares— from 20,615

Change-20,615 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 19,456

Change-19,456 (-100%)

Value—

Family Manage LLC

N/A

Shares— from 9,610

Change-9,610 (-100%)

Value—

Prospect Financial Services LLC

N/A

Shares— from 9,234

Change-9,234 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 5,823

Change-5,823 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 5,750

Change-5,750 (-100%)

Value—

Graney & King, LLC

N/A

Shares— from 5,580

Change-5,580 (-100%)

Value—

Main Street Financial Solutions, LLC

N/A

Shares— from 5,345

Change-5,345 (-100%)

Value—

Old Mission Capital LLC

N/A

Shares— from 4,731

Change-4,731 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 4,272

Change-4,272 (-100%)

Value—

SageView Advisory Group, LLC

N/A

Shares— from 4,182

Change-4,182 (-100%)

Value—

Wealthspire Advisors, LLC

N/A

Shares— from 4,119

Change-4,119 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 4,090

Change-4,090 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 3,851

Change-3,851 (-100%)

Value—

Sandhill Capital Partners LLC

N/A

Shares— from 3,461

Change-3,461 (-100%)

Value—

OakTrust Wealth Advisors, LLC

N/A

Shares— from 3,298

Change-3,298 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 2,851

Change-2,851 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 2,583

Change-2,583 (-100%)

Value—

Bouchey Financial Group, Ltd.

N/A

Shares— from 2,086

Change-2,086 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 1,929

Change-1,929 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 1,036

Change-1,036 (-100%)

Value—

Timbuktu Capital Management, LLC

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 200

Change-200 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 200

Change-200 (-100%)

Value—

FMR LLC

N/A

Shares— from 181

Change-181 (-100%)

Value—

Raffa Wealth Management, LLC

N/A

Shares— from 94

Change-94 (-100%)

Value—

	Status
LPL Financial LLC	INCREASED	58,645	16,252	+42,393	+261%	$1.7M	$5.7M	+$4.0M	2026-11-06
Commonwealth Equity Services, LLC	INCREASED	24,391	16,875	+7,516	+45%	$1.8M	$2.4M	+$619.3K	2026-11-02
Rise Advisors, LLC	INCREASED	22,962	22,643	+319	+1%	$2.4M	$2.2M	-$119.7K	2026-10-16
Hennion & Walsh Asset Management, Inc.	INCREASED	19,969	13,842	+6,127	+44%	$1.4M	$1.9M	+$504.2K	2026-10-13
Joel Isaacson & Co., LLC	INCREASED	16,762	5,941	+10,821	+182%	$617.8K	$1.6M	+$1.0M	2026-11-05
Tortoise Investment Management, LLC	DECREASED	14,702	25,410	-10,708	-42%	$2.6M	$1.4M	-$1.2M	2026-11-06
Creative Planning	INCREASED	8,247	8,170	+77	+1%	$849.7K	$802.8K	-$46.9K	2026-11-02
Flagship Harbor Advisors, LLC	NEW	6,340	—	+6,340	—	—	$617.1K	—	2026-10-26
Richard C. Young & Co., Ltd.	DECREASED	6,181	6,758	-577	-9%	$702.8K	$601.6K	-$101.2K	2026-11-04
Chatham Capital Group, Inc.	UNCHANGED	5,900	5,900	0	0%	$613.6K	$574.3K	-$39.3K	2026-10-16
Crestwood Advisors Group, LLC	UNCHANGED	5,895	5,895	0	0%	$613.1K	$573.8K	-$39.3K	2026-10-27
American Financial & TAX Strategies Inc	DECREASED	4,900	5,000	-100	-2%	$520.0K	$477.0K	-$43.0K	2026-10-16
Bell Investment Advisors, Inc	INCREASED	4,823	4,783	+40	+1%	$497.4K	$469.4K	-$28.0K	2026-10-29
Wealth Enhancement Advisory Services, LLC	NEW	4,500	—	+4,500	—	—	$436.0K	—	2026-10-13
Parallel Advisors, LLC	UNCHANGED	4,461	4,461	0	0%	$463.9K	$434.2K	-$29.7K	2026-11-03
Compass Planning Associates Inc	UNCHANGED	4,357	4,357	0	0%	$453.1K	$424.1K	-$29.0K	2026-10-13
Indivisible Partners	NEW	3,912	—	+3,912	—	—	$380.8K	—	2026-10-26
Myecfo, LLC	INCREASED	3,630	3,560	+70	+2%	$370.2K	$353.3K	-$16.9K	2026-10-14
Vise Technologies, Inc.	NEW	3,611	—	+3,611	—	—	$351.5K	—	2026-10-29
Root Financial Partners, LLC	NEW	3,611	—	+3,611	—	—	$351.5K	—	2026-10-21
Strategic Advisors LLC	INCREASED	3,465	3,213	+252	+8%	$334.2K	$337.3K	+$3.1K	2026-10-13
Boston Standard Wealth Management, LLC	NEW	3,110	—	+3,110	—	—	$302.8K	—	2026-10-07
Diversified Portfolios, Inc.	NEW	3,100	—	+3,100	—	—	$301.8K	—	2026-11-04
Two West Capital Advisors LLC	INCREASED	2,947	2,930	+17	+1%	$301.3K	$284.4K	-$16.9K	2026-10-15
StoneX Group Inc.	NEW	2,728	—	+2,728	—	—	$277.8K	—	2026-11-03
Canandaigua National Bank & Trust Co	UNCHANGED	2,728	2,728	0	0%	$283.7K	$265.5K	-$18.2K	2026-10-07
Sage Investment Advisers LLC	NEW	2,186	—	+2,186	—	—	$212.8K	—	2026-10-21
LifeGoal Investments, LLC	DECREASED	2,132	8,536	-6,404	-75%	$887.8K	$207.5K	-$680.2K	2026-10-09
CWA Asset Management Group, LLC	UNCHANGED	2,100	2,100	0	0%	$218.4K	$204.4K	-$14.0K	2026-10-19
S.A. Mason LLC	UNCHANGED	1,110	1,110	0	0%	$115.4K	$108.0K	-$7.4K	2026-10-13
Rossby Financial, LCC	NEW	605	—	+605	—	—	$58.9K	—	2026-11-05
Platt Wealth Management LLC	CLOSED	0	2,400	-2,400	-100%	$249.0K	$0	-$249.0K	2026-11-04
Bridgewater Advisors Inc.	N/A	—	287,315	-287,315	-100%	$29.2M	—	—	—
Francis Financial, Inc.	N/A	—	170,398	-170,398	-100%	$17.7M	—	—	—
WNY Asset Management, LLC	N/A	—	81,565	-81,565	-100%	$8.5M	—	—	—
IEQ Capital, LLC	N/A	—	77,012	-77,012	-100%	$8.0M	—	—	—
Ogorek Anthony Joseph	N/A	—	57,890	-57,890	-100%	$6.0M	—	—	—
Rialto Wealth Management, LLC	N/A	—	42,042	-42,042	-100%	$4.4M	—	—	—
Guggenheim Capital LLC	N/A	—	40,706	-40,706	-100%	$4.2M	—	—	—
Savvy Advisors, Inc.	N/A	—	32,273	-32,273	-100%	$3.4M	—	—	—
HighTower Advisors, LLC	N/A	—	28,642	-28,642	-100%	$3.0M	—	—	—
Bank of America Corp	N/A	—	21,115	-21,115	-100%	$2.2M	—	—	—
Satovsky Asset Management LLC	N/A	—	20,615	-20,615	-100%	$2.1M	—	—	—
Arax Advisory Partners	N/A	—	19,456	-19,456	-100%	$2.0M	—	—	—
Family Manage LLC	N/A	—	9,610	-9,610	-100%	$999.4K	—	—	—
Prospect Financial Services LLC	N/A	—	9,234	-9,234	-100%	$960.4K	—	—	—
Mercer Global Advisors Inc	N/A	—	5,823	-5,823	-100%	$605.6K	—	—	—
Raymond James Financial Inc	N/A	—	5,750	-5,750	-100%	$598.0K	—	—	—
Graney & King, LLC	N/A	—	5,580	-5,580	-100%	$580.3K	—	—	—
Main Street Financial Solutions, LLC	N/A	—	5,345	-5,345	-100%	$555.8K	—	—	—
Old Mission Capital LLC	N/A	—	4,731	-4,731	-100%	$492.0K	—	—	—
Quantinno Capital Management LP	N/A	—	4,272	-4,272	-100%	$444.3K	—	—	—
SageView Advisory Group, LLC	N/A	—	4,182	-4,182	-100%	$434.9K	—	—	—
Wealthspire Advisors, LLC	N/A	—	4,119	-4,119	-100%	$428.4K	—	—	—
Equitable Holdings, Inc.	N/A	—	4,090	-4,090	-100%	$425.4K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	3,851	-3,851	-100%	$400.5K	—	—	—
Sandhill Capital Partners LLC	N/A	—	3,461	-3,461	-100%	$359.9K	—	—	—
OakTrust Wealth Advisors, LLC	N/A	—	3,298	-3,298	-100%	$343.0K	—	—	—
Jane Street Group, LLC	N/A	—	2,851	-2,851	-100%	$296.5K	—	—	—
Cetera Investment Advisers	N/A	—	2,583	-2,583	-100%	$268.6K	—	—	—
Bouchey Financial Group, Ltd.	N/A	—	2,086	-2,086	-100%	$216.9K	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	1,929	-1,929	-100%	$200.6K	—	—	—
Fiduciary Financial Advisors	N/A	—	1,036	-1,036	-100%	$107.7K	—	—	—
Timbuktu Capital Management, LLC	N/A	—	1,000	-1,000	-100%	$104.0K	—	—	—
Wells Fargo & Company	N/A	—	200	-200	-100%	$20.8K	—	—	—
Morgan Stanley	N/A	—	200	-200	-100%	$20.8K	—	—	—
FMR LLC	N/A	—	181	-181	-100%	$18.8K	—	—	—
Raffa Wealth Management, LLC	N/A	—	94	-94	-100%	$9.8K	—	—	—

Showing 68 of 68 institutions