Empirical Wealth Management’s VanEck Intermediate Muni ETF ITM Stock Holding History

Empirical Wealth Management’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	$746K	Hold	15,874	–	–	0.01%	498
2026 Q1	$737K	Hold	15,874	–	–	0.01%	430
2025 Q4	$749K	Hold	15,874	–	–	0.01%	396
2025 Q3	$740K	Hold	15,874	–	–	0.01%	379
2025 Q2	$722K	Sell	15,874 -8,400	-35%	-$379K	0.02%	358
2025 Q1	$1.1M	Hold	24,274	–	–	0.03%	286
2024 Q4	$1.12M	Hold	24,274	–	–	0.03%	265
2024 Q3	$1.14M	Hold	24,274	–	–	0.03%	254
2024 Q2	$1.11M	Hold	24,274	–	–	0.03%	253
2024 Q1	$1.13M	Hold	24,274	–	–	0.03%	248
2023 Q4	$1.14M	Buy	24,274 +5,863	+32%	+$264K	0.04%	227
2023 Q3	$812K	Hold	18,411	–	–	0.03%	248
2023 Q2	$848K	Sell	18,411 -5,955	-24%	-$275K	0.03%	247
2023 Q1	$1.13M	Sell	24,366 -7,590	-24%	-$350K	0.05%	199
2022 Q4	$1.46M	Buy	31,956 +4,705	+17%	+$211K	0.07%	163
2022 Q3	$1.19M	Buy	27,251 +5,455	+25%	+$249K	0.06%	183
2022 Q2	$995K	Sell	21,796 -3,160	-13%	-$144K	0.05%	199
2022 Q1	$1.18M	Hold	24,956	–	–	0.06%	188
2021 Q4	$1.28M	Hold	24,956	–	–	0.06%	176
2021 Q3	$1.28M	Hold	24,956	–	–	0.07%	161
2021 Q2	$1.29M	Buy	24,956 +5,448	+28%	+$282K	0.08%	157
2021 Q1	$1M	Sell	19,508 -5,448	-22%	-$282K	0.08%	156
2020 Q4	$1.3M	Hold	24,956	–	–	0.1%	131
2020 Q3	$1.28M	Sell	24,956 -100	-0.4%	-$5.15K	0.11%	124
2020 Q2	$1.28M	Hold	25,056	–	–	0.12%	112
2020 Q1	$1.23M	Buy	25,056 +4,455	+22%	+$223K	0.13%	102
2019 Q4	$1.03M	Sell	20,601 -400	-2%	-$20.1K	0.11%	121
2019 Q3	$1.06M	Hold	21,001	–	–	0.13%	113
2019 Q2	$1.04M	Hold	21,001	–	–	0.14%	98
2019 Q1	$1.02M	Hold	21,001	–	–	0.15%	85
2018 Q4	$997K	Sell	21,001 -2	-0%	-$93	0.17%	73
2018 Q3	$979K	Sell	21,003 -150	-0.7%	-$7.06K	0.17%	70
2018 Q2	$997K	Hold	21,153	–	–	0.19%	66
2018 Q1	$995K	Hold	21,153	–	–	0.2%	58
2017 Q4	$1.02M	Hold	21,153	–	–	0.22%	50
2017 Q3	$1.02M	Hold	21,153	–	–	0.23%	51
2017 Q2	$1.01M	Hold	21,153	–	–	0.25%	49
2017 Q1	$992K	Sell	21,153 -1,520	-7%	-$71K	0.25%	47
2016 Q4	$1.05M	Sell	22,673 -95	-0.4%	-$4.5K	0.26%	49
2016 Q3	$1.12M	Sell	22,768 -250	-1%	-$12.4K	0.29%	37
2016 Q2	$1.14M	Hold	23,018	–	–	0.3%	40
2016 Q1	$1.11M	Sell	23,018 -5,810	-20%	-$281K	0.27%	46
2015 Q4	$1.38M	Sell	28,828 -325	-1%	-$15.4K	0.34%	37
2015 Q3	$1.38M	Sell	29,153 -652	-2%	-$30.4K	0.33%	42
2015 Q2	$1.38M	Sell	29,805 -396	-1%	-$18.5K	0.32%	42
2015 Q1	$1.44M	Sell	30,201 -338	-1%	-$16.1K	0.34%	40
2014 Q4	$1.45M	Buy	30,539 +12	+0%	+$566	0.35%	39
2014 Q3	$1.43M	Buy	30,527 +12	+0%	+$560	0.35%	41
2014 Q2	$1.42M	Buy	30,515 +12	+0%	+$555	0.35%	39
2014 Q1	$1.39M	Buy	30,503 +13	+0%	+$588	0.37%	39
2013 Q4	$1.34M	Buy	30,490 +13	+0%	+$578	0.38%	36
2013 Q3	$1.36M	Buy	30,477 +9,159	+43%	+$401K	0.43%	27
2013 Q2	$940K	Buy	+21,318	New	+$991K	0.31%	32

Other funds holding ITM

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Empirical Wealth Management's ITM Position: Q2 2026 in Review

Empirical Wealth Management held its VanEck Intermediate Muni ETF (ITM) position steady in Q2 2026 at 15,874 shares worth $746K. The position accounts for 0.01% of the portfolio, ranked #498.

Empirical Wealth Management first reported a position in ITM in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.46M in Q4 2022. 63 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

Empirical Wealth Management held 15,874 shares of VanEck Intermediate Muni ETF worth $746K as of Q2 2026.
Empirical Wealth Management left its VanEck Intermediate Muni ETF share count unchanged in Q2 2026.
VanEck Intermediate Muni ETF made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #498 holding.
Empirical Wealth Management first reported a position in VanEck Intermediate Muni ETF in Q2 2013 and has held it in 53 quarters since.
Empirical Wealth Management's VanEck Intermediate Muni ETF position peaked at $1.46M in Q4 2022.
63 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.