DaveManuel.com · Institutional Ownership · Who Owns It
VANGUARD NY TAX FREE FDS (MUNY)
Institutional ownership reported to the SEC as of Q2 2026, across 6 quarters.
58
Reporting holders
$117.6M
Reported value
0.0%
Calls
0.0%
Puts
+14
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Bridgewater Advisors Inc. | $29.2M | 287,315 | 1.59% | 4q | +8.1%+$2.2M |
| Francis Financial, Inc. | $17.7M | 170,398 | 2.90% | 5q | +13.9%+$2.2M |
| WNY Asset Management, LLC | $8.5M | 81,565 | 0.76% | 2q | +2.7%+$225.4K |
| IEQ CAPITAL, LLC | $8.0M | 77,012 | 0.04% | 3q | -6.5%-$559.7K |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | $6.0M | 57,890 | 1.49% | 2q | +1086.5%+$5.5M |
| Rialto Wealth Management, LLC | $4.4M | 42,042 | 0.87% | 4q | +64.0%+$1.7M |
| GUGGENHEIM CAPITAL LLC | $4.2M | 40,706 | 0.03% | 3q | +44.0%+$1.3M |
| Savvy Advisors, Inc. | $3.4M | 32,273 | 0.07% | new | NEW |
| HighTower Advisors, LLC | $3.0M | 28,642 | 0.00% | 2q | -9.1%-$297.3K |
| Tortoise Investment Management, LLC | $2.6M | 25,410 | 0.20% | 4q | -5.2%-$144.2K |
| Rise Advisors, LLC | $2.4M | 22,643 | 0.66% | 2q | -8.2%-$210.6K |
| BANK OF AMERICA CORP /DE/ | $2.2M | 21,115 | 0.00% | 3q | +54.5%+$774.6K |
| SATOVSKY ASSET MANAGEMENT LLC | $2.1M | 20,615 | 0.34% | 4q | +21.6%+$380.9K |
| Arax Advisory Partners | $2.0M | 19,456 | 0.01% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.8M | 16,875 | 0.00% | 4q | +7.4%+$121.0K |
| LPL Financial LLC | $1.7M | 16,252 | 0.00% | 2q | +143.0%+$994.5K |
| Hennion & Walsh Asset Management, Inc. | $1.4M | 13,842 | 0.04% | 3q | +26.7%+$303.6K |
| Family Manage LLC | $999.4K | 9,610 | 0.10% | new | NEW |
| Prospect Financial Services LLC | $960.4K | 9,234 | 0.49% | new | NEW |
| LifeGoal Investments, LLC | $887.8K | 8,536 | 0.41% | 3q | +0.8%+$7.1K |
| Creative Planning | $849.7K | 8,170 | 0.00% | 2q | HELD |
| Richard C. Young & CO., LTD. | $702.8K | 6,758 | 0.05% | new | NEW |
| Joel Isaacson & Co., LLC | $617.8K | 5,941 | 0.02% | 3q | +15.3%+$81.9K |
| CHATHAM CAPITAL GROUP, INC. | $613.6K | 5,900 | 0.08% | 2q | +1.7%+$10.4K |
| Crestwood Advisors Group, LLC | $613.1K | 5,895 | 0.01% | 4q | -14.3%-$101.9K |
| MERCER GLOBAL ADVISORS INC /ADV | $605.6K | 5,823 | 0.00% | 2q | -5.1%-$32.6K |
| RAYMOND JAMES FINANCIAL INC | $598.0K | 5,750 | 0.00% | 3q | +21.1%+$104.0K |
| Graney & King, LLC | $580.3K | 5,580 | 0.21% | 3q | +12.8%+$65.6K |
| Main Street Financial Solutions, LLC | $555.8K | 5,345 | 0.04% | 3q | +77.8%+$243.2K |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | $520.0K | 5,000 | 0.23% | 4q | HELD |
| Bell Investment Advisors, Inc | $497.4K | 4,783 | 0.07% | 4q | +0.8%+$4.0K |
| OLD MISSION CAPITAL LLC | $492.0K | 4,731 | 0.01% | new | NEW |
| Parallel Advisors, LLC | $463.9K | 4,461 | 0.01% | 3q | +1493.2%+$434.8K |
| Compass Planning Associates Inc | $453.1K | 4,357 | 0.24% | 3q | HELD |
| Quantinno Capital Management LP | $444.3K | 4,272 | 0.00% | new | NEW |
| SageView Advisory Group, LLC | $434.9K | 4,182 | 0.01% | 3q | HELD |
| Wealthspire Advisors, LLC | $428.4K | 4,119 | 0.00% | 4q | HELD |
| Equitable Holdings, Inc. | $425.4K | 4,090 | 0.00% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $400.5K | 3,851 | 0.00% | new | NEW |
| MYECFO, LLC | $370.2K | 3,560 | 0.14% | new | NEW |
| Sandhill Capital Partners LLC | $359.9K | 3,461 | 0.03% | new | NEW |
| OakTrust Wealth Advisors, LLC | $343.0K | 3,298 | 0.30% | new | NEW |
| Strategic Advisors LLC | $334.2K | 3,213 | 0.07% | new | NEW |
| Two West Capital Advisors LLC | $301.3K | 2,930 | 0.15% | 4q | +0.8%+$2.4K |
| JANE STREET GROUP, LLC | $296.5K | 2,851 | 0.00% | 5q | -96.0%-$7.0M |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $283.7K | 2,728 | 0.02% | new | NEW |
| Cetera Investment Advisers | $268.6K | 2,583 | 0.00% | new | NEW |
| Platt Wealth Management LLC | $249.0K | 2,400 | 0.20% | 2q | HELD |
| CWA Asset Management Group, LLC | $218.4K | 2,100 | 0.01% | new | NEW |
| Bouchey Financial Group, Ltd. | $216.9K | 2,086 | 0.01% | 3q | +5.8%+$11.9K |
| Beacon Pointe Advisors, LLC | $200.6K | 1,929 | 0.00% | new | NEW |
| S.A. Mason LLC | $115.4K | 1,110 | 0.04% | 2q | HELD |
| FIDUCIARY FINANCIAL ADVISORS | $107.7K | 1,036 | 0.01% | new | NEW |
| Timbuktu Capital Management, LLC | $104.0K | 1,000 | 0.16% | new | FIRST |
| WELLS FARGO & COMPANY/MN | $20.8K | 200 | 0.00% | new | NEW |
| MORGAN STANLEY | $20.8K | 200 | 0.00% | 2q | +19900.0%+$20.7K |
| FMR LLC | $18.8K | 181 | 0.00% | new | NEW |
| RAFFA WEALTH MANAGEMENT, LLC | $9.8K | 94 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 21 | $11.1M | 114,188 | 7 | 6 | 2 | 0.0% |
| Q2 2026 | 58 | $117.6M | 1,137,399 | 21 | 22 | 7 | 0.0% |
| Q1 2026 | 44 | $102.3M | 997,288 | 17 | 20 | 2 | 0.0% |
| Q4 2025 | 30 | $56.8M | 541,094 | 15 | 11 | 2 | 0.0% |
| Q3 2025 | 16 | $28.9M | 280,454 | 14 | 1 | 1 | 0.0% |
| Q2 2025 | 4 | $18.1M | 178,759 | 4 | 0 | 0 | 0.0% |