Jeff Yass’s VanEck Intermediate Muni ETF ITM Stock Holding History

Jeff Yass’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
2023 Q4	–	Sell	-6,100	Closed	-$269K	–	12825
2023 Q3	$269K	Sell	6,100 -2,700	-31%	-$123K	﹤0.01%	9594
2023 Q2	$405K	Buy	+8,800	New	+$406K	﹤0.01%	8798
2021 Q3	–	Sell	-4,100	Closed	-$212K	–	13142
2021 Q2	$212K	Buy	4,100 +200	+5%	+$10.3K	﹤0.01%	11478
2021 Q1	$200K	Buy	+3,900	New	+$202K	﹤0.01%	11421

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

Jeff Yass's ITM Position: Q2 2026 in Review

Jeff Yass opened a new position in VanEck Intermediate Muni ETF (ITM) in Q2 2026: 9,444 shares worth $444K. The stake represents ﹤0.01% of the portfolio and ranks #10184 among its holdings. This is a return to the name: Jeff Yass previously reported a position in ITM as recently as Q2 2025.

Jeff Yass first reported a position in ITM in Q2 2013 and has held it in 28 quarters since. The position peaked at $30.5M in Q1 2020. 205 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

Jeff Yass held 9,444 shares of VanEck Intermediate Muni ETF worth $444K as of Q2 2026.
VanEck Intermediate Muni ETF was a new Jeff Yass position in Q2 2026.
VanEck Intermediate Muni ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #10184 holding.
Jeff Yass first reported a position in VanEck Intermediate Muni ETF in Q2 2013 and has held it in 28 quarters since.
Jeff Yass's VanEck Intermediate Muni ETF position peaked at $30.5M in Q1 2020.
205 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.