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Vanguard Ny Tax Free Fds shares owned by Francis Financial

Quarter-by-quarter ownership of Vanguard Ny Tax Free Fds (MUNY) shares owned by Francis Financial from 13F filings

Historical chart of Francis Financial investment in Vanguard Ny Tax Free Fds

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All positions including Vanguard Ny Tax Free Fds held by Francis Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Ny Tax Free Fds by Francis Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $13M 129k 102.94
2025-06-30 $12M 119k 101.02

More positions owned by Francis Financial

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Intermed Term (BIV)
Meta Platforms Cl A (META)
Tcw Etf Trust Flexible Income (FLXR)
Dimensional Etf Trust International (DFSI)
Vanguard Index Fds Growth Etf (VUG)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Vanguard Admiral Fds Midcp 400 Idx (IVOO)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Ny Tax Free Fds Tax Exempt Bd (MUNY)
Ishares Tr Usd Grn Bond Etf (BGRN)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Ishares Tr Esg Msci Kld 400 (DSI)
Ishares Tr Esg Awre 1 5 Yr (SUSB)

View all positions for Francis Financial

Top funds holding Vanguard Ny Tax Free Fds

Francis Financial
Bridgewater Advisors
Old Mission Capital
Jane Street
Tortoise Investment Management
Bell Investment Advisors
Commonwealth Equity Services
Satovsky Asset Management
American Financial & Tax Strategies
Two West Capital Advisors
Crestwood Advisors
Rialto Wealth Management
Sontag Advisory
Private Advisor
Rise Advisors

View all funds holding Vanguard Ny Tax Free Fds