Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / TAX EXEMPT BD
-
Number of holders
-
16
-
Total 13F shares, excl. options
-
280K
-
Shares change
-
+102K
-
Total reported value, excl. options
-
$28.9M
-
Value change
-
+$10.5M
-
Number of buys
-
15
-
Number of sells
-
-3
-
Price
-
$102.94
Significant Holders of VANGUARD NY TAX FREE FDS - TAX EXEMPT BD (MUNY) as of Q3 2025
18 filings reported holding MUNY - VANGUARD NY TAX FREE FDS - TAX EXEMPT BD as of Q3 2025.
VANGUARD NY TAX FREE FDS - TAX EXEMPT BD (MUNY) has 16 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 280K shares
.
Largest 10 shareholders include Francis Financial, Inc. (129K shares), Bridgewater Advisors Inc. (85.9K shares), OLD MISSION CAPITAL LLC (19.9K shares), JANE STREET GROUP, LLC (9.94K shares), Tortoise Investment Management, LLC (5.89K shares), Bell Investment Advisors, Inc (4.62K shares), COMMONWEALTH EQUITY SERVICES, LLC (4.16K shares), SATOVSKY ASSET MANAGEMENT LLC (4.02K shares), AMERICAN FINANCIAL & TAX STRATEGIES INC (3.47K shares), and Two West Capital Advisors LLC (2.86K shares).
This table shows the top 16 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.