Who Owns VANGUARD NY TAX FREE FDS (MUNY)? -- Institutional Holders (2026-03-31)
45 institutions reported holding $101.6M of VANGUARD NY TAX FREE FDS (MUNY) in SEC 13F filings for 2026-03-31. Largest institutional holders: Bridgewater Advisors Inc. ($27.4M), Francis Financial, Inc. ($15.3M), IEQ CAPITAL, LLC ($8.4M), WNY Asset Management, LLC ($8.1M), JANE STREET GROUP, LLC ($7.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Bridgewater Advisors Inc. | $27.4M | 265,762 | Added |
| 2 | Francis Financial, Inc. | $15.3M | 149,626 | Added |
| 3 | IEQ CAPITAL, LLC | $8.4M | 82,394 | Added |
| 4 | WNY Asset Management, LLC | $8.1M | 79,398 | New |
| 5 | JANE STREET GROUP, LLC | $7.2M | 70,465 | Added |
| 6 | HighTower Advisors, LLC | $3.2M | 31,501 | New |
| 7 | JOURNEY STRATEGIC WEALTH LLC | $3.2M | 30,983 | New |
| 8 | GUGGENHEIM CAPITAL LLC | $2.9M | 28,260 | Added |
| 9 | Tortoise Investment Management, LLC | $2.7M | 26,797 | Added |
| 10 | Rialto Wealth Management, LLC | $2.6M | 25,629 | Added |
| 11 | Rise Advisors, LLC | $2.5M | 24,668 | New |
| 12 | Tower Research Capital LLC (TRC) | $2.0M | 19,527 | New |
| 13 | SATOVSKY ASSET MANAGEMENT LLC | $1.7M | 16,952 | Added |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $1.6M | 15,712 | Added |
| 15 | BANK OF AMERICA CORP /DE/ | $1.4M | 13,667 | Added |
| 16 | Hennion & Walsh Asset Management, Inc. | $1.1M | 10,923 | Added |
| 17 | LifeGoal Investments, LLC | $866,987 | 8,468 | New |
| 18 | Creative Planning | $837,017 | 8,170 | New |
| 19 | Crestwood Advisors Group, LLC | $704,344 | 6,875 | Added |
| 20 | LPL Financial LLC | $685,250 | 6,689 | New |
| 21 | MERCER GLOBAL ADVISORS INC /ADV | $628,633 | 6,136 | New |
| 22 | CHATHAM CAPITAL GROUP, INC. | $594,210 | 5,800 | New |
| 23 | Joel Isaacson & Co., LLC | $527,972 | 5,153 | Added |
| 24 | AMERICAN FINANCIAL & TAX STRATEGIES INC | $512,250 | 5,000 | Hold |
| 25 | Graney & King, LLC | $507,040 | 4,949 | Added |
Source: SEC Form 13F filings · as of 2026-03-31