13F Insight
DOSSIER · 13F Holders · Q3 2026
MUNY

VANGUARD NY TAX FREE FDS

72 institutions still hold VANGUARD NY TAX FREE FDS as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 92204H400·72 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$188M
visible holders
Holders
72
filers reporting
Concentration
30.03%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO #1
top holder share
AI Holders Summary · Q3 2026

72 institutions reported MUNY in Q3 2026. NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO leads at 30.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$57M581K0.03%Q3 202602
Bridgewater Advisors Inc.
CIK 0001600319
$29M287K1.59%Q2 202603
Francis Financial, Inc.
CIK 0001727514
$18M189K2.86%Q3 202604
WNY Asset Management, LLC
CIK 0001803296
$8M82K0.76%Q2 202605
IEQ CAPITAL, LLC
CIK 0001779789
$7M74K0.03%Q3 202606
OGOREK ANTHONY JOSEPH /NY/ /ADV
CIK 0000714364
$6M65K1.58%Q3 202607
LPL Financial LLC
CIK 0001403438
$6M59K0.00%Q3 202608
Rialto Wealth Management, LLC
CIK 0002054966
$4M42K0.87%Q2 202609
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$4M41K0.03%Q2 202610
JOURNEY STRATEGIC WEALTH LLC
CIK 0001909316
$3M31K0.08%Q1 202611
Savvy Advisors, Inc.
CIK 0002003633
$3M32K0.05%Q3 202612
Quantinno Capital Management LP
CIK 0001759654
$3M29K0.00%Q3 202613
HighTower Advisors, LLC
CIK 0001462245
$3M28K0.00%Q3 202614
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$2M24K0.00%Q3 202615
Rise Advisors, LLC
CIK 0001831316
$2M23K0.63%Q3 202616
BANK OF AMERICA CORP /DE/
CIK 0000070858
$2M21K0.00%Q2 202617
SATOVSKY ASSET MANAGEMENT LLC
CIK 0001807288
$2M21K0.34%Q2 202618
Hennion & Walsh Asset Management, Inc.
CIK 0001861642
$2M20K0.06%Q3 202619
Arax Advisory Partners
CIK 0001586767
$2M20K0.01%Q3 202620
Joel Isaacson & Co., LLC
CIK 0001599330
$2M17K0.05%Q3 2026
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