CUSIP 92204H400
VANGUARD NY TAX FREE FDS
33 institutions · $57.4M total · 551,910 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Bridgewater Advisors Inc. | 185,176 | $19.2M | 33.55% | 2025-12-31 |
| 2 | Francis Financial, Inc. | 131,987 | $13.6M | 23.91% | 2025-12-31 |
| 3 | IEQ CAPITAL, LLC | 66,283 | $6.8M | 12.00% | 2025-12-31 |
| 4 | Elequin Capital, LP | 23,631 | $2.4M | 4.28% | 2025-12-31 |
| 5 | RAYMOND JAMES FINANCIAL INC | 19,968 | $2.1M | 3.61% | 2025-12-31 |
| 6 | Tortoise Investment Management, LLC | 13,450 | $1.4M | 2.43% | 2025-12-31 |
| 7 | SATOVSKY ASSET MANAGEMENT LLC | 11,480 | $1.2M | 2.08% | 2025-12-31 |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | 10,180 | $1.1M | 1.84% | 2025-12-31 |
| 9 | GUGGENHEIM CAPITAL LLC | 9,188 | $948.5K | 1.66% | 2025-12-31 |
| 10 | JANE STREET GROUP, LLC | 8,476 | $875.0K | 1.53% | 2025-12-31 |
| 11 | LifeGoal Wealth Advisors | 0 | $869.7K | 0.00% | 2025-12-31 |
| 12 | Rialto Wealth Management, LLC | 7,140 | $737.1K | 1.29% | 2025-12-31 |
| 13 | Crestwood Advisors Group, LLC | 5,895 | $608.5K | 1.06% | 2025-12-31 |
| 14 | OLD MISSION CAPITAL LLC | 5,393 | $556.7K | 0.97% | 2025-12-31 |
| 15 | GOLDMAN SACHS GROUP INC | 5,331 | $538.5K | 0.96% | 2025-06-30 |
| 16 | AMERICAN FINANCIAL & TAX STRATEGIES INC | 5,000 | $516.1K | 0.90% | 2025-12-31 |
| 17 | Bell Investment Advisors, Inc | 4,720 | $487.3K | 0.85% | 2025-12-31 |
| 18 | Hennion & Walsh Asset Management, Inc. | 4,710 | $486.2K | 0.85% | 2025-12-31 |
| 19 | SageView Advisory Group, LLC | 4,182 | $431.7K | 0.75% | 2025-12-31 |
| 20 | Bravias Capital Group, LLC | 3,908 | $403.4K | 0.70% | 2025-12-31 |
| 21 | Compass Planning Associates Inc | 3,877 | $400.2K | 0.70% | 2025-12-31 |
| 22 | Two West Capital Advisors LLC | 2,884 | $297.7K | 0.52% | 2025-12-31 |
| 23 | Main Street Financial Solutions, LLC | 2,580 | $266.4K | 0.46% | 2025-12-31 |
| 24 | Joel Isaacson & Co., LLC | 2,452 | $253.1K | 0.44% | 2025-12-31 |
| 25 | Wealthspire Advisors, LLC | 2,093 | $216.1K | 0.37% | 2025-12-31 |
| 26 | Private Advisor Group, LLC | 2,000 | $206.5K | 0.36% | 2025-12-31 |
| 27 | Bouchey Financial Group Ltd | 1,972 | $203.6K | 0.35% | 2025-12-31 |
| 28 | Graney & King, LLC | 1,485 | $153.3K | 0.26% | 2025-12-31 |
| 29 | Rise Advisors, LLC | 1,225 | $126.1K | 0.22% | 2025-09-30 |
| 30 | FIDUCIARY ADVISORS, INC. | 404 | $41.7K | 0.07% | 2025-12-31 |
| 31 | BANK OF AMERICA CORP /DE/ | 300 | $31.0K | 0.05% | 2025-12-31 |
| 32 | Parallel Advisors, LLC | 280 | $28.9K | 0.05% | 2025-12-31 |
| 33 | HRT FINANCIAL LP | 4,260 | $430 | 0.77% | 2025-06-30 |