20 institutions reported holding $14.5M of Vanguard NY Tax-Exempt Bond ETF (MUNY) in SEC 13F filings for 2026-06-30. Largest institutional holders: Savvy Advisors, Inc. ($3.4M), Rise Advisors, LLC ($2.4M), COMMONWEALTH EQUITY SERVICES, LLC ($1.8M), Hennion & Walsh Asset Management, Inc. ($1.4M), LifeGoal Investments, LLC ($887,784). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Savvy Advisors, Inc. | $3.4M | 32,273 | New |
| 2 | Rise Advisors, LLC | $2.4M | 22,643 | Trimmed |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $1.8M | 16,875 | Added |
| 4 | Hennion & Walsh Asset Management, Inc. | $1.4M | 13,842 | Added |
| 5 | LifeGoal Investments, LLC | $887,784 | 8,536 | Added |
| 6 | Richard C. Young & CO., LTD. | $702,809 | 6,758 | New |
| 7 | Joel Isaacson & Co., LLC | $617,818 | 5,941 | Added |
| 8 | CHATHAM CAPITAL GROUP, INC. | $613,600 | 5,900 | Added |
| 9 | Crestwood Advisors Group, LLC | $613,080 | 5,895 | Trimmed |
| 10 | Compass Planning Associates Inc | $453,128 | 4,357 | Hold |
| 11 | Strategic Advisors LLC | $334,152 | 3,213 | New |
| 12 | Two West Capital Advisors LLC | $301,304 | 2,930 | Added |
| 13 | CANANDAIGUA NATIONAL BANK & TRUST CO | $283,712 | 2,728 | New |
| 14 | Platt Wealth Management LLC | $249,000 | 2,400 | Hold |
| 15 | CWA Asset Management Group, LLC | $218,400 | 2,100 | New |
| 16 | Bouchey Financial Group Ltd | $216,944 | 2,086 | Added |
| 17 | S.A. Mason LLC | $115,440 | 1,110 | Hold |
| 18 | RAFFA WEALTH MANAGEMENT, LLC | $9,776 | 94 | New |
| 19 | ARMSTRONG ADVISORY GROUP, INC | $0 | 0 | Exited |
| 20 | FIDUCIARY ADVISORS, INC. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30