VANGUARD NY TAX FREE FDS (MUNY)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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No collected fundamentals to build a valuation model.

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

No collected fundamentals for a capital-allocation analysis.

No collected fundamentals for a debt & leverage analysis.

No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

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Crowding AnalysisCrowded

Holders42of 5,944

Avg: 68

Uncrowded81th percentileCrowded

Institutional Activity

Buy/Sell Ratio7.6x

63th percentile

38 buying5 selling

+17

New

-3

Closed

+456K

Net shares

Ownership Concentration

Top 5: 65.4%Top 10: 79.9%

Bridgewater Advisors26.8%

Francis Financial,15.1%

IEQ CAPITAL,8.3%

WNY Asset Management,8.0%

JANE STREET GROUP,7.1%

Others (37)34.6%

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Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

Not enough quarter-end price history for a performance view. (Run collect_prices.py for this ticker.)

Conviction-Weighted Ownership

Median weight: 0.15%Avg weight: 0.63%Max: 2.84%High conviction (>1%): 2

Bridgewater Advisors

Francis Financial,

IEQ CAPITAL,

WNY Asset Management,

JANE STREET GROUP,

HighTower Advisors,

JOURNEY STRATEGIC WEALTH

GUGGENHEIM CAPITAL

Tortoise Investment Management,

Rialto Wealth Management,

Institutional Trends (4 Quarters)

No trend data available for this metric.

Crowding AnalysisCrowded

Holders42of 5,944

Avg: 68

Uncrowded81th percentileCrowded

Institutional Activity

Buy/Sell Ratio7.6x

63th percentile

38 buying5 selling

+17

New

-3

Closed

+456K

Net shares

Ownership Concentration

Top 5: 65.4%Top 10: 79.9%

Bridgewater Advisors26.8%

Francis Financial,15.1%

IEQ CAPITAL,8.3%

WNY Asset Management,8.0%

JANE STREET GROUP,7.1%

Others (37)34.6%

Crowding AnalysisCrowded

Holders42of 5,944

Avg: 68

Uncrowded81th percentileCrowded

Institutional Activity

Buy/Sell Ratio7.6x

63th percentile

38 buying5 selling

+17

New

-3

Closed

+456K

Net shares

Ownership Concentration

Top 5: 65.4%Top 10: 79.9%

Bridgewater Advisors26.8%

Francis Financial,15.1%

IEQ CAPITAL,8.3%

WNY Asset Management,8.0%

JANE STREET GROUP,7.1%

Others (37)34.6%

Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position