BOPW
ITM icon

Brandywine Oak Private Wealth’s VanEck Intermediate Muni ETF ITM Stock Holding History

Brandywine Oak Private Wealth’s Portfolio ITM Stock Details ITM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.64M Sell
98,793
-4,352
-4% -$204K 0.35% 36
2026
Q1 		$4.79M Buy
103,145
+10,794
+12% +$510K 0.4% 34
2025
Q4 		$4.36M Buy
92,351
+7,080
+8% +$333K 0.37% 36
2025
Q3 		$3.97M Buy
85,271
+848
+1% +$38.8K 0.35% 38
2025
Q2 		$3.84M Sell
84,423
-77,081
-48% -$3.48M 0.36% 38
2025
Q1 		$7.35M Buy
161,504
+7,157
+5% +$329K 0.72% 22
2024
Q4 		$7.12M Buy
154,347
+14,208
+10% +$658K 0.7% 23
2024
Q3 		$6.58M Buy
140,139
+4,893
+4% +$227K 0.64% 23
2024
Q2 		$6.2M Sell
135,246
-8,276
-6% -$380K 0.64% 25
2024
Q1 		$6.68M Buy
143,522
+12,153
+9% +$566K 0.7% 23
2023
Q4 		$6.18M Buy
131,369
+3,231
+3% +$145K 0.69% 21
2023
Q3 		$5.65M Buy
128,138
+16,394
+15% +$746K 0.66% 25
2023
Q2 		$5.15M Buy
111,744
+5,703
+5% +$263K 0.58% 26
2023
Q1 		$4.93M Buy
106,041
+20,114
+23% +$927K 0.58% 27
2022
Q4 		$3.92M Buy
85,927
+43,270
+101% +$1.94M 0.49% 28
2022
Q3 		$1.86M Buy
42,657
+32,536
+321% +$1.49M 0.25% 63
2022
Q2 		$462K Sell
10,121
-104,908
-91% -$4.79M 0.06% 182
2022
Q1 		$5.47M Buy
115,029
+16,114
+16% +$794K 0.63% 30
2021
Q4 		$5.03M Buy
98,915
+1,113
+1% +$57K 0.55% 36
2021
Q3 		$5.01M Buy
97,802
+6,359
+7% +$330K 0.58% 34
2021
Q2 		$4.74M Buy
91,443
+8,011
+10% +$414K 0.55% 33
2021
Q1 		$4.28M Buy
83,432
+4,728
+6% +$244K 0.63% 29
2020
Q4 		$4.09M Sell
78,704
-681
-0.9% -$35.1K 0.62% 30
2020
Q3 		$4.07M Buy
79,385
+1,233
+2% +$63.5K 0.68% 28
2020
Q2 		$4.04M Buy
78,152
+1,727
+2% +$85.8K 0.72% 24
2020
Q1 		$3.75M Sell
76,425
-23,924
-24% -$1.2M 0.78% 23
2019
Q4 		$5.04M Buy
100,349
+6,419
+7% +$322K 0.92% 22
2019
Q3 		$4.72M Buy
93,930
+936
+1% +$47.2K 0.9% 25
2019
Q2 		$4.63M Buy
92,994
+1,872
+2% +$92.1K 0.93% 25
2019
Q1 		$4.45M Sell
91,122
-8,722
-9% -$418K 0.93% 25
2018
Q4 		$4.82M Buy
+99,844
New +$4.65M 1.08% 20

Other funds holding ITM

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
FWA
FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
SQA
Simon Quick Advisors Morristown, New Jersey $2.48B AUM 21.26% 1-Year Est. Return

Brandywine Oak Private Wealth's ITM Position: Q2 2026 in Review

Brandywine Oak Private Wealth reduced its VanEck Intermediate Muni ETF (ITM) stake by 4.2% in Q2 2026, selling an estimated $204K and leaving 98,793 shares worth $4.64M. The position accounts for 0.35% of the portfolio, ranked #36.

Brandywine Oak Private Wealth first reported a position in ITM in Q4 2018 and has held it in 31 quarters since. The position peaked at $7.35M in Q1 2025. 72 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

  • Brandywine Oak Private Wealth held 98,793 shares of VanEck Intermediate Muni ETF worth $4.64M as of Q2 2026.
  • Brandywine Oak Private Wealth sold 4,352 VanEck Intermediate Muni ETF shares in Q2 2026, an estimated $204K.
  • VanEck Intermediate Muni ETF made up 0.35% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #36 holding.
  • Brandywine Oak Private Wealth first reported a position in VanEck Intermediate Muni ETF in Q4 2018 and has held it in 31 quarters since.
  • Brandywine Oak Private Wealth's VanEck Intermediate Muni ETF position peaked at $7.35M in Q1 2025.
  • 72 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.