Institutional Ownership
Vanguard Ny Tax Free Fds
CUSIP 92204H400TAX EXEMPT BDMUNYQ1 2026
Institutional Holders
42
13F filers
Shares Held
990.1K
Aggregate institutional
Institutional Value
$100.59M
Q1 2026
Net New Holders
+14
17 new · 3 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions17
Increased19
Decreased2
Sold out3
Institutional Holders
42 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Bridgewater Advisors Inc. | 265.8K | $27.36M | +80.6K | Added |
| 2 | Francis Financial, Inc. | 149.6K | $15.33M | +17.6K | Added |
| 3 | Ieq Capital, LLC | 82.4K | $8.44M | +16.1K | Added |
| 4 | Wny Asset Management, LLC | 79.4K | $8.13M | +79.4K | New |
| 5 | Jane Street Group, LLC | 70.5K | $7.22M | +62.0K | Added |
| 6 | Hightower Advisors, LLC | 31.5K | $3.23M | +31.5K | New |
| 7 | Journey Strategic Wealth LLC | 31.0K | $3.17M | +31.0K | New |
| 8 | Guggenheim Capital LLC | 28.3K | $2.90M | +19.1K | Added |
| 9 | Tortoise Investment Management, LLC | 26.8K | $2.75M | +13.3K | Added |
| 10 | Rialto Wealth Management, LLC | 25.6K | $2.63M | +18.5K | Added |
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