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Vanguard Ny Tax Free Fds shares owned by SageView Advisory Group

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

Historical chart of SageView Advisory Group investment in Vanguard Ny Tax Free Fds

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All positions including Vanguard Ny Tax Free Fds held by SageView Advisory Group 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 SageView Advisory Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $432k 4.2k 103.23

More positions owned by SageView Advisory Group

Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr Global Reit Etf (REET)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPHY)
Ishares Tr National Mun Etf (MUB)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for SageView Advisory Group

Top funds holding Vanguard Ny Tax Free Fds

Bridgewater Advisors
Francis Financial
Ieq Capital
Elequin Capital
Raymond James Financial
Tortoise Investment Management
Satovsky Asset Management
Commonwealth Equity Services
Guggenheim Capital, LLC Managers
Jane Street
Rialto Wealth Management
Crestwood Advisors
Old Mission Capital
American Financial & Tax Strategies
Bell Investment Advisors

View all funds holding Vanguard Ny Tax Free Fds