13F Insight
DOSSIER · 13F Holders · Q2 2026
MUNY

VANGUARD NY TAX FREE FDS

60 institutions still hold VANGUARD NY TAX FREE FDS as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 92204H400·60 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$107M
visible holders
Holders
60
filers reporting
Concentration
27.32%
Bridgewater Advisors Inc. #1
top holder share
AI Holders Summary · Q2 2026

60 institutions reported MUNY in Q2 2026. Bridgewater Advisors Inc. leads at 27.3% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Bridgewater Advisors Inc.
CIK 0001600319
$29M287K1.59%Q2 202602
Francis Financial, Inc.
CIK 0001727514
$18M170K2.90%Q2 202603
WNY Asset Management, LLC
CIK 0001803296
$8M82K0.76%Q2 202604
IEQ CAPITAL, LLC
CIK 0001779789
$8M77K0.04%Q2 202605
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$7M70K0.00%Q1 202606
Rialto Wealth Management, LLC
CIK 0002054966
$4M42K0.87%Q2 202607
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$4M41K0.03%Q2 202608
Savvy Advisors, Inc.
CIK 0002003633
$3M32K0.07%Q2 202609
JOURNEY STRATEGIC WEALTH LLC
CIK 0001909316
$3M31K0.08%Q1 202610
HighTower Advisors, LLC
CIK 0001462245
$3M29K0.00%Q2 202611
Tortoise Investment Management, LLC
CIK 0001599511
$3M25K0.20%Q2 202612
Rise Advisors, LLC
CIK 0001831316
$2M23K0.66%Q2 202613
BANK OF AMERICA CORP /DE/
CIK 0000070858
$2M21K0.00%Q2 202614
SATOVSKY ASSET MANAGEMENT LLC
CIK 0001807288
$2M21K0.34%Q2 202615
Arax Advisory Partners
CIK 0001586767
$2M19K0.01%Q2 202616
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$2M17K0.00%Q2 202617
LPL Financial LLC
CIK 0001403438
$2M16K0.00%Q2 202618
Hennion & Walsh Asset Management, Inc.
CIK 0001861642
$1M14K0.04%Q2 202619
Family Management Corp
CIK 0001539947
$999K10K0.10%Q2 202620
Prospect Financial Services LLC
CIK 0002012519
$960K9K0.49%Q2 2026
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