MUNY VANGUARD NY TAX FREE FDS: institutional ownership and insider trading
64 funds reported holding $122M of VANGUARD NY TAX FREE FDS in their latest 13F filings; in Q2 2026 funds net bought $17.7M, with 20 new positions and 6 funds selling out.
Largest institutional holders of MUNY
- Bridgewater Advisors Inc. — $29.2M
- Francis Financial, Inc. — $17.7M
- WNY Asset Management, LLC — $8.48M
- IEQ CAPITAL, LLC — $8.01M
- OGOREK ANTHONY JOSEPH /NY/ /ADV — $6.02M
- Rialto Wealth Management, LLC — $4.37M
- GUGGENHEIM CAPITAL LLC — $4.23M
- Savvy Advisors, Inc. — $3.36M
- JOURNEY STRATEGIC WEALTH LLC — $3.17M
- HighTower Advisors, LLC — $2.98M