Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / TAX EXEMPT BD
-
Total 13F shares
-
541,094
-
Share change
-
+260,640
-
Total reported value
-
$55,912,918
-
Price per share
-
$103.23
-
Number of holders
-
29
-
Value change
-
+$26,936,141
-
Number of buys
-
25
-
Number of sells
-
3
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
29 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
541,094 shares.
The largest 10 holders included
Bridgewater Advisors Inc., Francis Financial, Inc., IEQ CAPITAL, LLC, Elequin Capital, LP, RAYMOND JAMES FINANCIAL INC, Tortoise Investment Management, LLC, SATOVSKY ASSET MANAGEMENT LLC, COMMONWEALTH EQUITY SERVICES, LLC, GUGGENHEIM CAPITAL LLC, and JANE STREET GROUP, LLC.
This page lists
29
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.