Who Owns VANGUARD NY TAX FREE FDS (MUNY)?Hedge Fund & Institutional Holders

$103.20+0.33 (+0.32%)BATS

Institutional Holders

30

as of Q4 2025

Total Institutional Value

$4.872921917113626e+78T

% of Float Held

—

QoQ Change in Holders

+14 / -1

Price History

$99.46$100.85$102.25$103.65$105.04May 25Oct 25Mar 26

MUNY — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Francis Financial, Inc.New Position+132K+$13.6M
Bell Investment Advisors, IncIncreased+98+$11.5M
IEQ CAPITAL, LLCNew Position+66K+$6.0M
RAYMOND JAMES FINANCIAL INCNew Position+20K+$2.0M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+10K+$1.0M
LifeGoal Investments, LLCNew Position+0+$869K
AMERICAN FINANCIAL & TAX STRATEGIES INCNew Position+5K+$516K
Hennion & Walsh Asset Management, Inc.New Position+5K+$486K
Bravias Capital Group, LLCNew Position+4K+$403K
Compass Planning Associates IncNew Position+4K+$400K
Two West Capital Advisors LLCNew Position+3K+$297K
Main Street Financial Solutions, LLCNew Position+3K+$266K
Joel Isaacson & Co., LLCNew Position+2K+$253K
Bouchey Financial Group LtdNew Position+2K+$203K
Graney & King, LLCNew Position+1K+$153K

MUNY — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
OLD MISSION CAPITAL LLCDecreased-15K-$2.0B
JANE STREET GROUP, LLCDecreased-1K-$1.0B
Rise Advisors, LLCClosed Position-1K-$126.1M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Bell Investment Advisors, Inc4,720$487.3M0.08%Share
2Bridgewater Advisors Inc.185,176$19.2M1.24%Share
3Francis Financial, Inc.131,987$13.6M2.66%Share
4IEQ CAPITAL, LLC66,283$6.0M0.02%Share
5Elequin Capital, LP23,631$2.4M0.18%Share
6RAYMOND JAMES FINANCIAL INC19,968$2.0M0.00%Share
7Tortoise Investment Management, LLC13,450$1.4M0.12%Share
8SATOVSKY ASSET MANAGEMENT LLC11,480$1.2M0.23%Share
9COMMONWEALTH EQUITY SERVICES, LLC10,180$1.0M0.00%Share
10LifeGoal Investments, LLC0$869K0.58%Share
11Rialto Wealth Management, LLC7,140$737K0.18%Share
12Crestwood Advisors Group, LLC5,895$608K0.01%Share
13OLD MISSION CAPITAL LLC5,393$556K0.01%Share
14AMERICAN FINANCIAL & TAX STRATEGIES INC5,000$516K0.26%Share
15Hennion & Walsh Asset Management, Inc.4,710$486K0.02%Share
16Bravias Capital Group, LLC3,908$403K0.24%Share
17Compass Planning Associates Inc3,877$400K0.28%Share
18Two West Capital Advisors LLC2,884$297K0.17%Share
19Main Street Financial Solutions, LLC2,580$266K0.02%Share
20Joel Isaacson & Co., LLC2,452$253K0.01%Share
21Bouchey Financial Group Ltd1,972$203K0.02%Share
22Graney & King, LLC1,485$153K0.09%Share
23FIDUCIARY ADVISORS, INC.404$41K0.03%Share
24Private Advisor Group, LLC2,000$00.00%Share
25GUGGENHEIM CAPITAL LLC9,188$00.00%Share
26BANK OF AMERICA CORP /DE/300$00.00%Share
27JANE STREET GROUP, LLC8,476$00.00%Share
28SageView Advisory Group, LLC4,182$00.00%Share
29Wealthspire Advisors, LLC2,093$00.00%Share
30Parallel Advisors, LLC280$00.00%Share

MUNY Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202530$539.9M+18
Q3 202512$14.5B+9
Q2 20253$17.1B—

As of Q4 2025, 30 institutional investors hold MUNY (VANGUARD NY TAX FREE FDS). The largest holder is Bell Investment Advisors, Inc with $487.3M in shares. This quarter, 14 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own MUNY?

As of Q4 2025, 30 institutional investors report holding MUNY (VANGUARD NY TAX FREE FDS) in their 13F filings.

Who is the largest institutional holder of MUNY?

The largest institutional holder of MUNY is Bell Investment Advisors, Inc with $487.3M in shares.

Is institutional ownership of MUNY increasing or decreasing?

This quarter, 14 institutions opened new positions in MUNY and 1 closed their positions.