Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Vanguard Ny Tax Free Fds (MUNY)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +11
Streak
3Q ▲
Buyers last Q
84%

Smart Money Signals — MUNY

Based on 41 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 3Q
For 3 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
41 hedge funds hold MUNY right now — the highest count in 1.0 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 — 84% buying

36 buying7 selling
Last quarter: 36 funds were net buyers (16 opened a brand new position + 20 added to an existing one). Only 7 were sellers (2 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~16 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 14 → 15 → 16. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 95% entered in last year

■ 0% conviction (2yr+) ■ 5% medium ■ 95% 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.
📈

Growing discovery — still being found

14 → 15 → 16 new funds/Q
New funds entering each quarter: 14 → 15 → 16. A growing number of institutions are discovering MUNY each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new
Of 41 current holders: 41 (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 — 10% AUM from top-100

10% from top-100 AUM funds
6 of 41 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
7.4
out of 10
High Exit Risk
Exit risk score 7.4/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

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.

Institutional Sentiment Summary — MUNY

In 2026 Q1, 36 hedge funds were net buyers of MUNY (16 opened a new position, 20 added to an existing one), while 7 reduced or exited (2 trimmed, 5 sold completely) — a 84% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +11 funds (more new holders than closures). Total institutional holders: 41.

Hedge Fund Ownership: MUNY

How many hedge funds hold MUNY — quarterly history vs. share price
Quarterly hedge fund ownership of MUNY vs. share price

Market Analysis: MUNY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MUNY

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Vanguard Ny Tax Free Fds (MUNY) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much MUNY has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 81d ago
MUNY
nan%
SPY
+15.1%

MUNY outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
MUNY
nan%
SPY
+1.3%

Since the filing became public, MUNY outperformed SPY by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: MUNY
40 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 40 30 33.33%
13F Shares 906K 541K 67.41%
Total Value $93M $57M 63.24%
New Positions 15 15 -
Increased Positions 20 11 +9
Closed Positions 5 1 +4
Reduced Positions 2 2 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: MUNY

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

40 + investors

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

QUARTER:
Top 25 MUNY holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Francis Financial, Inc. 2.84% 149,626 $15.3M
2 Bridgewater Advisors Inc. 1.63% 265,762 $27.4M
3 Rise Advisors, LLC 0.89% 24,668 $2.5M
4 WNY Asset Management, LLC 0.84% 79,398 $8.1M
5 Rialto Wealth Management, LLC 0.59% 25,629 $2.6M
6 LifeGoal Investments, LLC 0.50% 8,468 $867K
7 Satovsky Asset Management LLC 0.31% 16,952 $1.7M
8 Compass Planning Associates Inc 0.29% 4,357 $446K
9 Graney & King, LLC 0.27% 4,949 $507K
10 American Financial & Tax Strategies Inc 0.25% 5,000 $512K
11 Tortoise Investment Management, LLC 0.23% 26,797 $2.7M
12 Two West Capital Advisors LLC 0.16% 2,907 $301K
13 Chatham Capital Group, INC. 0.09% 5,800 $594K
14 Journey Strategic Wealth LLC 0.08% 30,983 $3.2M
15 Bell Investment Advisors, Inc 0.08% 4,745 $486K
16 Tower Research Capital LLC (TRC) 0.05% 19,527 $2.0M
17 S.A. Mason LLC 0.04% 1,110 $114K
18 Ieq Capital, LLC 0.04% 82,394 $8.4M
19 Hennion & Walsh Asset Management, Inc. 0.04% 10,923 $1.1M
20 Fiduciary Advisors, INC. 0.03% 435 $45K
21 Canandaigua National Corp 0.03% 2,728 $279K
22 Guggenheim Capital LLC 0.02% 28,260 $2.9M
23 Joel Isaacson & Co., LLC 0.02% 5,153 $528K
24 Bouchey Financial Group Ltd 0.01% 1,972 $203K
25 Elequin Capital, LP 0.01% 1,597 $164K
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 — 3 quarters in a row: For 3 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 — 84% buying: Last quarter: 36 funds were net buyers (16 opened a brand new position + 20 added to an existing one). Only 7 were sellers (2 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for MUNY holders?

Smaller funds dominant — 10% AUM from top-100: 6 of 41 holders rank in the top 100 by AUM, but together hold only 10% 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 — 95% 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.

Is it too late to buy Vanguard Ny Tax Free Fds (MUNY) following the 2026 Q1 hedge fund 13F filings?

As of today, MUNY has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), MUNY has gained nan% vs +15.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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