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

Rockefeller 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	$1.07M	Sell	22,712 -10,610	-32%	-$496K	﹤0.01%	1662
2026 Q1	$1.55M	Buy	33,322 +277	+0.8%	+$13.1K	﹤0.01%	1414
2025 Q4	$1.56M	Sell	33,045 -458	-1%	-$21.5K	﹤0.01%	1359
2025 Q3	$1.56M	Sell	33,503 -2,173	-6%	-$99.5K	﹤0.01%	1253
2025 Q2	$1.62M	Buy	35,676 +16,001	+81%	+$722K	﹤0.01%	1181
2025 Q1	$895K	Sell	19,675 -25,883	-57%	-$1.19M	﹤0.01%	1304
2024 Q4	$2.1M	Buy	45,558 +20,267	+80%	+$939K	0.01%	1002
2024 Q3	$1.19M	Sell	25,291 -1,514	-6%	-$70.3K	﹤0.01%	1168
2024 Q2	$1.23M	Sell	26,805 -32,023	-54%	-$1.47M	﹤0.01%	1143
2024 Q1	$2.74M	Buy	58,828 +23,295	+66%	+$1.09M	0.01%	885
2023 Q4	$1.67M	Buy	35,533 +7,064	+25%	+$318K	0.01%	979
2023 Q3	$1.26M	Sell	28,469 -12,227	-30%	-$556K	﹤0.01%	1009
2023 Q2	$1.87M	Sell	40,696 -10,165	-20%	-$469K	0.01%	866
2023 Q1	$2.36M	Sell	50,861 -26,032	-34%	-$1.2M	0.01%	762
2022 Q4	$3.51M	Buy	76,893 +6,241	+9%	+$279K	0.02%	601
2022 Q3	$3.07M	Buy	70,652 +15,726	+29%	+$719K	0.02%	641
2022 Q2	$2.51M	Sell	54,926 -11,539	-17%	-$527K	0.01%	694
2022 Q1	$3.14M	Sell	66,465 -3,942	-6%	-$194K	0.02%	663
2021 Q4	$3.61M	Sell	70,407 -3,034	-4%	-$155K	0.02%	639
2021 Q3	$3.76M	Buy	73,441 +7,258	+11%	+$377K	0.02%	561
2021 Q2	$3.43M	Buy	66,183 +6,703	+11%	+$346K	0.02%	562
2021 Q1	$3.05M	Buy	59,480 +12,454	+26%	+$644K	0.02%	473
2020 Q4	$2.45M	Buy	47,026 +2,504	+6%	+$129K	0.02%	473
2020 Q3	$2.28M	Sell	44,522 -10,939	-20%	-$563K	0.02%	390
2020 Q2	$2.83M	Sell	55,461 -16,722	-23%	-$831K	0.03%	330
2020 Q1	$3.55M	Buy	72,183 +26,466	+58%	+$1.33M	0.05%	252
2019 Q4	$2.3M	Sell	45,717 -10,000	-18%	-$502K	0.03%	320
2019 Q3	$2.8M	Buy	55,717 +41,480	+291%	+$2.09M	0.04%	247
2019 Q2	$708K	Sell	14,237 -4,581	-24%	-$225K	0.01%	397
2019 Q1	$919K	Buy	18,818 +8,687	+86%	+$417K	0.01%	393
2018 Q4	$481K	Sell	10,131 -1	-0%	-$47	0.01%	329
2018 Q3	$472K	Hold	10,132	–	–	0.01%	287
2018 Q2	$477K	Hold	10,132	–	–	0.01%	278
2018 Q1	$477K	Buy	+10,132	New	+$478K	0.01%	278

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

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

Rockefeller Capital Management reduced its VanEck Intermediate Muni ETF (ITM) stake by 32% in Q2 2026, selling an estimated $496K and leaving 22,712 shares worth $1.07M. The position accounts for ﹤0.01% of the portfolio, ranked #1662.

Rockefeller Capital Management first reported a position in ITM in Q1 2018 and has held it in 34 quarters since. The position peaked at $3.76M in Q3 2021. 204 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

Rockefeller Capital Management held 22,712 shares of VanEck Intermediate Muni ETF worth $1.07M as of Q2 2026.
Rockefeller Capital Management sold 10,610 VanEck Intermediate Muni ETF shares in Q2 2026, an estimated $496K.
VanEck Intermediate Muni ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1662 holding.
Rockefeller Capital Management first reported a position in VanEck Intermediate Muni ETF in Q1 2018 and has held it in 34 quarters since.
Rockefeller Capital Management's VanEck Intermediate Muni ETF position peaked at $3.76M in Q3 2021.
204 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.