Family Capital Management’s VanEck Intermediate Muni ETF ITM Stock Holding History

Family Capital 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	$465K	Sell	9,905 -42	-0.4%	-$1.97K	0.18%	70
2026 Q1	$462K	Sell	9,947 -282	-3%	-$13.3K	0.21%	65
2025 Q4	$482K	Sell	10,229 -695	-6%	-$32.7K	0.21%	63
2025 Q3	$509K	Sell	10,924 -334	-3%	-$15.3K	0.24%	60
2025 Q2	$512K	Sell	11,258 -427	-4%	-$19.3K	0.27%	57
2025 Q1	$532K	Sell	11,685 -30	-0.3%	-$1.38K	0.33%	49
2024 Q4	$540K	Sell	11,715 -3,265	-22%	-$151K	0.33%	46
2024 Q3	$703K	Sell	14,980 -1,381	-8%	-$64.2K	0.45%	38
2024 Q2	$750K	Sell	16,361 -5,713	-26%	-$262K	0.51%	35
2024 Q1	$1.03M	Sell	22,074 -4,421	-17%	-$206K	0.72%	28
2023 Q4	$1.25M	Sell	26,495 -17,036	-39%	-$767K	0.88%	25
2023 Q3	$1.92M	Sell	43,531 -2,918	-6%	-$133K	1.27%	19
2023 Q2	$2.14M	Buy	46,449 +164	+0.4%	+$7.56K	1.33%	18
2023 Q1	$2.15M	Sell	46,285 -4,608	-9%	-$212K	0.93%	18
2022 Q4	$2.32M	Buy	+50,893	New	+$2.28M	1.53%	17

Other funds holding ITM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CCWA

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

WJA

Willis Johnson & Associates Houston, Texas $1.8B AUM 20.19% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Family Capital Management's ITM Position: Q2 2026 in Review

Family Capital Management reduced its VanEck Intermediate Muni ETF (ITM) stake by 0.42% in Q2 2026, selling an estimated $1.97K and leaving 9,905 shares worth $465K. The position accounts for 0.18% of the portfolio, ranked #70.

Family Capital Management first reported a position in ITM in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.32M in Q4 2022. 204 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

Family Capital Management held 9,905 shares of VanEck Intermediate Muni ETF worth $465K as of Q2 2026.
Family Capital Management sold 42 VanEck Intermediate Muni ETF shares in Q2 2026, an estimated $1.97K.
VanEck Intermediate Muni ETF made up 0.18% of Family Capital Management's portfolio in Q2 2026, its #70 holding.
Family Capital Management first reported a position in VanEck Intermediate Muni ETF in Q4 2022 and has held it in 15 quarters since.
Family Capital Management's VanEck Intermediate Muni ETF position peaked at $2.32M in Q4 2022.
204 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on Family Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.