Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

VANGUARD NY TAX FREE FDS (MUNY)

27 + 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
↑ +12
Streak
2Q ▲
Buyers last Q
88%

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.

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.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 0 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: MUNY
2026 Q1 Stats Unlock in 11 days 27 + Investors

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

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

Statistics: MUNY

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

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.

Top 24 institutional holders of MUNY — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Francis Financial, Inc. 2.84% 149,626 $15.3M
2 Rise Advisors, LLC 0.89% 24,668 $2.5M
3 LifeGoal Investments, LLC 0.50% 8,468 $867K
4 Compass Planning Associates Inc 0.29% 4,357 $446K
5 AMERICAN FINANCIAL & TAX STRATEGIES INC 0.25% 5,000 $512K
6 Platt Wealth Management LLC 0.24% 2,400 —
7 Tortoise Investment Management, LLC 0.23% 26,797 $2.7M
8 Two West Capital Advisors LLC 0.16% 2,907 $301K
9 CHATHAM CAPITAL GROUP, INC. 0.09% 5,800 $594K
10 JOURNEY STRATEGIC WEALTH LLC 0.08% 30,983 $3.2M
11 Bell Investment Advisors, Inc 0.08% 4,745 $486K
12 S.A. Mason LLC 0.04% 1,110 $114K
13 FIDUCIARY ADVISORS, INC. 0.03% 435 $45K
14 CANANDAIGUA NATIONAL CORP 0.03% 2,728 $279K
15 Joel Isaacson & Co., LLC 0.02% 5,153 $528K
16 Bouchey Financial Group Ltd 0.01% 1,972 $203K
17 ARMSTRONG ADVISORY GROUP, INC 0.01% 1,926 $197K
18 Crestwood Advisors Group, LLC 0.01% 6,875 $704K
19 HighTower Advisors, LLC 0.00% 31,501 $3.2M
20 Wealthspire Advisors, LLC 0.00% 4,119 $422K
21 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 15,712 $1.6M
22 Parallel Advisors, LLC 0.00% 280 $29K
23 LPL Financial LLC 0.00% 6,689 $685K
24 UBS Group AG 0.00% 100 $10K
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.

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.