Mather Group
ITM icon

Mather Group’s VanEck Intermediate Muni ETF ITM Stock Holding History

Mather Group’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
Q3 		$21.6M Buy
490,078
+39,418
+9% +$1.8M 0.18% 59
2026
Q2 		$21.2M Buy
450,660
+9,833
+2% +$460K 0.18% 59
2026
Q1 		$20.5M Sell
440,827
-15,768
-3% -$746K 0.2% 51
2025
Q4 		$21.5M Sell
456,595
-4,094
-0.9% -$192K 0.22% 49
2025
Q3 		$21.5M Buy
460,689
+13,568
+3% +$621K 0.22% 48
2025
Q2 		$20.3M Buy
447,121
+148,426
+50% +$6.7M 0.22% 48
2025
Q1 		$13.6M Sell
298,695
-309
-0.1% -$14.2K 0.16% 67
2024
Q4 		$13.8M Sell
299,004
-13,073
-4% -$606K 0.18% 61
2024
Q3 		$14.7M Sell
312,077
-45,874
-13% -$2.13M 0.19% 62
2024
Q2 		$16.6M Buy
357,951
+2,322
+0.7% +$107K 0.21% 54
2024
Q1 		$16.7M Sell
355,629
-1,149
-0.3% -$53.5K 0.26% 38
2023
Q4 		$16.8M Buy
356,778
+111,685
+46% +$5.03M 0.26% 39
2023
Q3 		$10.8M Sell
245,093
-250
-0.1% -$11.4K 0.19% 58
2023
Q2 		$11.3M Sell
245,343
-12,090
-5% -$557K 0.18% 65
2023
Q1 		$12M Sell
257,433
-3,961
-2% -$183K 0.21% 51
2022
Q4 		$11.9M Sell
261,394
-34,491
-12% -$1.54M 0.23% 55
2022
Q3 		$12.9M Sell
295,885
-7,159
-2% -$327K 0.28% 37
2022
Q2 		$13.8M Buy
303,044
+172,455
+132% +$7.88M 0.32% 33
2022
Q1 		$6.18M Buy
+130,589
New +$6.44M 0.12% 67

Other funds holding ITM

CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fragasso Financial Advisors
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
FWA
FOCUS Wealth Advisors Houston, Texas $209M AUM 15.92% 1-Year Est. Return
Fulton Bank
Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Mather Group's ITM Position: Q3 2026 in Review

Mather Group increased its VanEck Intermediate Muni ETF (ITM) stake by 8.7% in Q3 2026, buying an estimated $1.8M and bringing the position to 490,078 shares worth $21.6M. The position accounts for 0.18% of the portfolio, ranked #59.

Mather Group first reported a position in ITM in Q1 2022 and has held it in 19 quarters since. 29 funds tracked by Wall St. Rank hold ITM as of Q3 2026.

  • Mather Group held 490,078 shares of VanEck Intermediate Muni ETF worth $21.6M as of Q3 2026.
  • Mather Group bought 39,418 VanEck Intermediate Muni ETF shares in Q3 2026, an estimated $1.8M.
  • VanEck Intermediate Muni ETF made up 0.18% of Mather Group's portfolio in Q3 2026, its #59 holding.
  • Mather Group first reported a position in VanEck Intermediate Muni ETF in Q1 2022 and has held it in 19 quarters since.
  • 29 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.