Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / TAX EXEMPT BD
-
Total 13F shares
-
20,583
-
Share change
-
+15,568
-
Total reported value
-
$2,124,816
-
Price per share
-
$103.23
-
Number of holders
-
5
-
Value change
-
+$1,607,086
-
Number of buys
-
5
Institutional Holders of VANGUARD NY TAX FREE FDS - TAX EXEMPT BD (MUNY) as of Q4 2025
As of 31 Dec 2025,
VANGUARD NY TAX FREE FDS - TAX EXEMPT BD (MUNY) was held by
5 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
20,583 shares.
The largest 5 holders included
Rialto Wealth Management, LLC, Hennion & Walsh Asset Management, Inc., Compass Planning Associates Inc, Two West Capital Advisors LLC, and Bouchey Financial Group Ltd.
This page lists
5
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| 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.