Stokes Family Office’s VanEck Intermediate Muni ETF ITM Stock Holding History

Stokes Family Office’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	$597K	Buy	12,706 +655	+5%	+$30.6K	0.07%	177
2026 Q1	$560K	Hold	12,051	–	–	0.06%	178
2025 Q4	$568K	Sell	12,051 -2,258	-16%	-$106K	0.05%	182
2025 Q3	$667K	Buy	14,309 +4,948	+53%	+$227K	0.06%	157
2025 Q2	$426K	Sell	9,361 -2,860	-23%	-$129K	0.04%	177
2025 Q1	$556K	Buy	12,221 +250	+2%	+$11.5K	0.06%	148
2024 Q4	$552K	Sell	11,971 -147	-1%	-$6.81K	0.06%	151
2024 Q3	$569K	Buy	+12,118	New	+$563K	0.06%	143
2023 Q4	–	Sell	-76,592	Closed	-$3.38M	–	273
2023 Q3	$3.38M	Buy	76,592 +24,893	+48%	+$1.13M	0.4%	60
2023 Q2	$2.38M	Buy	51,699 +9,717	+23%	+$448K	0.28%	73
2023 Q1	$1.95M	Buy	41,982 +2,246	+6%	+$104K	0.24%	78
2022 Q4	$1.81M	Sell	39,736 -806	-2%	-$36.1K	0.23%	76
2022 Q3	$1.76M	Buy	40,542 +21,166	+109%	+$967K	0.25%	79
2022 Q2	$885K	Buy	+19,376	New	+$885K	0.12%	118
2022 Q1	–	Sell	-4,976	Closed	-$255K	–	269
2021 Q4	$255K	Buy	+4,976	New	+$255K	0.03%	215

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

Stokes Family Office's ITM Position: Q2 2026 in Review

Stokes Family Office increased its VanEck Intermediate Muni ETF (ITM) stake by 5.4% in Q2 2026, buying an estimated $30.6K and bringing the position to 12,706 shares worth $597K. The position accounts for 0.07% of the portfolio, ranked #177.

Stokes Family Office first reported a position in ITM in Q4 2021 and has held it in 15 quarters since. The position peaked at $3.38M in Q3 2023. 204 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

Stokes Family Office held 12,706 shares of VanEck Intermediate Muni ETF worth $597K as of Q2 2026.
Stokes Family Office bought 655 VanEck Intermediate Muni ETF shares in Q2 2026, an estimated $30.6K.
VanEck Intermediate Muni ETF made up 0.07% of Stokes Family Office's portfolio in Q2 2026, its #177 holding.
Stokes Family Office first reported a position in VanEck Intermediate Muni ETF in Q4 2021 and has held it in 15 quarters since.
Stokes Family Office's VanEck Intermediate Muni ETF position peaked at $3.38M in Q3 2023.
204 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on Stokes Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.