VANGUARD NY TAX FREE FDS

Ticker: MUNY CUSIP: 92204H400 Class: 0

Holders for Q4 2025 Position Changes for Q4 2025

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
Bridgewater Advisors Inc.185,176$19,171
Francis Financial, Inc.131,987$13,625
IEQ CAPITAL, LLC66,283$6,842
Elequin Capital, LP23,631$2,439
RAYMOND JAMES FINANCIAL INC19,968$2,061
Tortoise Investment Management, LLC13,450$1,388
SATOVSKY ASSET MANAGEMENT LLC11,480$1,185
COMMONWEALTH EQUITY SERVICES, LLC10,180$1,051
GUGGENHEIM CAPITAL LLC9,188$948
JANE STREET GROUP, LLC8,476$875
Rialto Wealth Management, LLC7,140$737
Crestwood Advisors Group LLC5,895$609
OLD MISSION CAPITAL LLC5,393$557
AMERICAN FINANCIAL & TAX STRATEGIES INC5,000$516
Bell Investment Advisors, Inc4,720$487
Hennion & Walsh Asset Management, Inc.4,710$486
SageView Advisory Group, LLC4,182$432
Bravias Capital Group, LLC3,908$403
Compass Planning Associates Inc3,877$400
Two West Capital Advisors LLC2,884$298
Main Street Financial Solutions, LLC2,580$266
Joel Isaacson & Co., LLC2,452$253
Wealthspire Advisors, LLC2,093$216
Private Advisor Group, LLC2,000$206
Bouchey Financial Group Ltd1,972$204
Graney & King, LLC1,485$153
FIDUCIARY ADVISORS, INC.404$42
BANK OF AMERICA CORP /DE/300$31
Parallel Advisors, LLC280$29
Total (29 institutions)541,094$55,913