VANGUARD NY TAX FREE FDS (MUNY): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

VANGUARD NY TAX FREE FDS (MUNY)

27 + Investors. Track Smart Money conviction in MUNY. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — MUNY

Based on 27 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 2Q

For 2 consecutive quarters, more hedge funds added MUNY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

27 hedge funds hold MUNY right now — the highest count in 0.8 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🟢

More buyers than sellers — 88% buying

23 buying3 selling

Last quarter: 23 funds were net buyers (13 opened a brand new position + 10 added to an existing one). Only 3 were sellers (2 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~13 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 13 → 13. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 100% entered in last year

■ 0% conviction (2yr+) ■ 0% medium ■ 100% new

Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new

Of 27 current holders: 27 (100%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

📋

Smaller funds dominant — 0% AUM from top-100

0% from top-100 AUM funds

1 of 27 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

5.5

out of 10

Moderate Exit Risk

Exit risk score 5.5/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	27	15	80.0%
13F Shares	526K	278K	89.07%
Total Value	$55M	$29M	92.53%
New Positions	13	13	-
Increased Positions	10	1	+9
Closed Positions	1	2	-1
Reduced Positions	2	1	+1
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

80.0%

13F Shares

526K

278K

89.07%

Total Value

$55M

$29M

92.53%

New Positions

Increased Positions

Closed Positions

-1

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

27 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MUNY. Verified SEC 13F-HR filings.

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 15 institutional holders of MUNY — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Rise Advisors, LLC	0.89%	24,668	$2.5M
2	LifeGoal Investments, LLC	0.50%	8,468	$867K
3	Compass Planning Associates Inc	0.29%	4,357	$446K
4	Platt Wealth Management LLC	0.24%	2,400	—
5	CHATHAM CAPITAL GROUP, INC.	0.09%	5,800	$594K
6	JOURNEY STRATEGIC WEALTH LLC	0.08%	30,983	$3.2M
7	Bell Investment Advisors, Inc	0.08%	4,745	$486K
8	S.A. Mason LLC	0.04%	1,110	$114K
9	FIDUCIARY ADVISORS, INC.	0.03%	435	$45K
10	CANANDAIGUA NATIONAL CORP	0.03%	2,728	$279K
11	Joel Isaacson & Co., LLC	0.02%	5,153	$528K
12	Bouchey Financial Group Ltd	0.01%	1,972	$203K
13	ARMSTRONG ADVISORY GROUP, INC	0.01%	1,926	$197K
14	Wealthspire Advisors, LLC	0.00%	4,119	$422K
15	COMMONWEALTH EQUITY SERVICES, LLC	0.00%	15,712	$1.6M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — VANGUARD NY TAX FREE FDS (MUNY)

What does the Smart Money Trend signal show for MUNY?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added MUNY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for MUNY?

More buyers than sellers — 88% buying: Last quarter: 23 funds were net buyers (13 opened a brand new position + 10 added to an existing one). Only 3 were sellers (2 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for MUNY holders?

Smaller funds dominant — 0% AUM from top-100: 1 of 27 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held MUNY?

Mostly new holders — 100% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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VANGUARD NY TAX FREE FDS (MUNY)

Smart Money Signals — MUNY

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

More buyers than sellers — 88% buying

Steady new buyers — ~13 new funds per quarter

Mostly new holders — 100% entered in last year

Early stage — 100% of holders entered in last year

Smaller funds dominant — 0% AUM from top-100

Hedge Fund Ownership: MUNY

Market Analysis: MUNY

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: MUNY

Hedge Fund Positioning: MUNY

Statistics: MUNY

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — VANGUARD NY TAX FREE FDS (MUNY)

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