Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Vanguard Ny Tax Free Fds (MUNY)

57 + 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
↑ +16
Streak
4Q ▲
Buyers last Q
75%

Smart Money Signals — MUNY

Based on 57 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 4Q
For 4 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
57 hedge funds hold MUNY right now — the highest count in 1.2 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.
🚀

Fast accumulation — +1325% more funds vs a year ago

fund count last 5Q
+53 new funds entered over the past year (+1325% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks. The peak was reached in just 4 quarters from the low — a sharp move.
🟢

More buyers than sellers — 75% buying

44 buying15 selling
Last quarter: 44 funds were net buyers (24 opened a brand new position + 20 added to an existing one). Only 15 were sellers (7 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter
Funds opening a new MUNY position: 14 → 15 → 16 → 24. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 79% entered in last year

■ 0% conviction (2yr+) ■ 21% medium ■ 79% 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 → 24 new funds/Q
New funds entering each quarter: 14 → 15 → 16 → 24. 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 57 current holders: 57 (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 — 5% AUM from top-100

5% from top-100 AUM funds
7 of 57 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
7.0
out of 10
High Exit Risk
Exit risk score 7.0/10 — 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 Q2, 44 hedge funds were net buyers of MUNY (24 opened a new position, 20 added to an existing one), while 15 reduced or exited (7 trimmed, 8 sold completely) — a 75% buyer ratio, indicating clear institutional accumulation. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +16 funds (more new holders than closures). Total institutional holders: 57.

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

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

Loading signal freshness…
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
1.1
/ 10
conviction
Hedge Fund Positioning: MUNY
57 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 57 41 39.02%
13F Shares 1M 985K 15.2%
Total Value $111M $101M 10.2%
New Positions 24 16 +8
Increased Positions 20 20 -
Closed Positions 8 5 +3
Reduced Positions 7 2 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: MUNY

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Institutional Holders (2026 Q2)

57 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Francis Financial, Inc. 2.90% 170,398 $17.7M
2 Bridgewater Advisors Inc. 1.59% 287,315 $29.2M
3 Rialto Wealth Management, LLC 0.87% 42,042 $4.4M
4 WNY Asset Management, LLC 0.76% 81,565 $8.5M
5 Rise Advisors, LLC 0.66% 22,643 $2.4M
6 Prospect Financial Services LLC 0.49% 9,234 $960K
7 LifeGoal Investments, LLC 0.41% 8,536 $888K
8 Satovsky Asset Management LLC 0.34% 20,615 $2.1M
9 OakTrust Wealth Advisors, LLC 0.30% 3,298 $343K
10 Compass Planning Associates Inc 0.24% 4,357 $453K
11 American Financial & Tax Strategies Inc 0.23% 5,000 $520K
12 Graney & King, LLC 0.21% 5,580 $580K
13 Tortoise Investment Management, LLC 0.20% 25,410 $2.6M
14 Timbuktu Capital Management, LLC 0.16% 1,000 $104K
15 Two West Capital Advisors LLC 0.15% 2,930 $301K
16 Myecfo, LLC 0.14% 3,560 $370K
17 Family Manage LLC 0.10% 9,610 $999K
18 Chatham Capital Group, INC. 0.08% 5,900 $614K
19 Strategic Advisors LLC 0.07% 3,213 $334K
20 Bell Investment Advisors, Inc 0.07% 4,783 $497K
21 Savvy Advisors, Inc. 0.07% 32,273 $3.4M
22 Richard C. Young & CO., LTD. 0.05% 6,758 $703K
23 Hennion & Walsh Asset Management, Inc. 0.04% 13,842 $1.4M
24 Ieq Capital, LLC 0.04% 77,012 $8.0M
25 S.A. Mason LLC 0.04% 1,110 $115K
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 — 4 quarters in a row: For 4 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 — 75% buying: Last quarter: 44 funds were net buyers (24 opened a brand new position + 20 added to an existing one). Only 15 were sellers (7 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for MUNY holders?

Smaller funds dominant — 5% AUM from top-100: 7 of 57 holders rank in the top 100 by AUM, but together hold only 5% 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 — 79% 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.

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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