Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / TAX EXEMPT BD
-
Total 13F shares
-
280,454
-
Share change
-
+101,695
-
Total reported value
-
$28,914,553
-
Price per share
-
$102.94
-
Number of holders
-
16
-
Value change
-
+$10,531,859
-
Number of buys
-
15
-
Number of sells
-
3
Institutional Holders of VANGUARD NY TAX FREE FDS - TAX EXEMPT BD (MUNY) as of Q3 2025
As of 30 Sep 2025,
VANGUARD NY TAX FREE FDS - TAX EXEMPT BD (MUNY) was held by
16 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
280,454 shares.
The largest 10 holders included
Francis Financial, Inc., Bridgewater Advisors Inc., OLD MISSION CAPITAL LLC, JANE STREET GROUP, LLC, Tortoise Investment Management, LLC, Bell Investment Advisors, Inc, COMMONWEALTH EQUITY SERVICES, LLC, SATOVSKY ASSET MANAGEMENT LLC, AMERICAN FINANCIAL & TAX STRATEGIES INC, and Two West Capital Advisors LLC.
This page lists
16
institutional shareholders reporting positions in this security
for the Q3 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.