VPIM
ITM icon

Vanguard Personalized Indexing Management’s VanEck Intermediate Muni ETF ITM Stock Holding History

Vanguard Personalized Indexing 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
2020
Q4 		– Sell
-4,073
Closed -$209K – 565
2020
Q3 		$209K Buy
+4,073
New +$210K 0.06% 387

Other funds holding ITM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAM
Caprin Asset Management Henrico, Virginia $64.1M AUM 9.09% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Vanguard Personalized Indexing Management's ITM Position: Q4 2020 in Review

Vanguard Personalized Indexing Management sold out of VanEck Intermediate Muni ETF (ITM) in Q4 2020, closing a stake of 4,073 shares — an estimated $209K sold.

Vanguard Personalized Indexing Management first reported a position in ITM in Q3 2020 and held it in 1 quarter. The position peaked at $209K in Q3 2020. 172 funds tracked by Wall St. Rank hold ITM as of Q4 2020.

  • Vanguard Personalized Indexing Management reported no remaining VanEck Intermediate Muni ETF position as of Q4 2020 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 4,073 VanEck Intermediate Muni ETF shares in Q4 2020, an estimated $209K.
  • Vanguard Personalized Indexing Management first reported a position in VanEck Intermediate Muni ETF in Q3 2020 and held it in 1 quarter.
  • Vanguard Personalized Indexing Management's VanEck Intermediate Muni ETF position peaked at $209K in Q3 2020.
  • 172 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q4 2020.

Based on Vanguard Personalized Indexing Management's 13F filing for Q4 2020, filed 19 Jan 2021.