Francis Financial Inc. Has $13.30 Million Holdings in Vanguard New York Tax-Exempt Bond ETF $MUNY

Francis Financial Inc. boosted its stake in Vanguard New York Tax-Exempt Bond ETF (BATS:MUNY) by 8.4% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 129,166 shares of the company’s stock after acquiring an additional 10,045 shares during the period. Vanguard New York Tax-Exempt Bond ETF accounts for 2.7% of Francis Financial Inc.’s portfolio, making the stock its 11th biggest position. Francis Financial Inc. owned 0.29% of Vanguard New York Tax-Exempt Bond ETF worth $13,296,000 at the end of the most recent reporting period.

A number of other institutional investors have also bought and sold shares of the company. Rise Advisors LLC bought a new position in shares of Vanguard New York Tax-Exempt Bond ETF during the 3rd quarter worth approximately $126,000. Two West Capital Advisors LLC acquired a new stake in shares of Vanguard New York Tax-Exempt Bond ETF in the 3rd quarter worth about $297,000. American Financial & Tax Strategies Inc. purchased a new stake in Vanguard New York Tax-Exempt Bond ETF in the 3rd quarter valued at $357,000. Finally, Jane Street Group LLC bought a new stake in Vanguard New York Tax-Exempt Bond ETF during the second quarter worth $5,056,000.

Vanguard New York Tax-Exempt Bond ETF Price Performance

Shares of BATS:MUNY opened at $104.00 on Monday. The stock’s fifty day simple moving average is $103.47 and its 200-day simple moving average is $102.64.

Vanguard New York Tax-Exempt Bond ETF Company Profile

Vanguard New York Tax-Free Funds – Vanguard New York Tax-Exempt Bond ETF is an exchange traded fund launched and managed by The Vanguard Group, Inc The fund invests in fixed income markets of the United States. It invests in U.S. dollar denominated tax exempt investment-grade municipal bonds issued by state or local governments or agencies that are rated BBB- or above by S&P or Fitch or Baa3 or above by Moody’s with a maturity that is greater than or equal to one calendar month. The fund seeks to track the performance of the S&P New York AMT-Free Municipal USD10 Million Par Bond Index, by using representative sampling methodology.