VA
ITM icon

VestGen Advisors’s VanEck Intermediate Muni ETF ITM Stock Holding History

VestGen Advisors’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 		$483K Hold
10,283
– – 0.01% 681
2026
Q1 		$480K Hold
10,283
– – 0.01% 673
2025
Q4 		$485K Buy
10,283
+33
+0.3% +$1.55K 0.02% 492
2025
Q3 		$478K Buy
+10,250
New +$469K 0.02% 492

Other funds holding ITM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

VestGen Advisors's ITM Position: Q2 2026 in Review

VestGen Advisors held its VanEck Intermediate Muni ETF (ITM) position steady in Q2 2026 at 10,283 shares worth $483K. The position accounts for 0.01% of the portfolio, ranked #681.

VestGen Advisors first reported a position in ITM in Q3 2025 and has held it in 4 quarters since. The position peaked at $485K in Q4 2025. 204 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

  • VestGen Advisors held 10,283 shares of VanEck Intermediate Muni ETF worth $483K as of Q2 2026.
  • VestGen Advisors left its VanEck Intermediate Muni ETF share count unchanged in Q2 2026.
  • VanEck Intermediate Muni ETF made up 0.01% of VestGen Advisors's portfolio in Q2 2026, its #681 holding.
  • VestGen Advisors first reported a position in VanEck Intermediate Muni ETF in Q3 2025 and has held it in 4 quarters since.
  • VestGen Advisors's VanEck Intermediate Muni ETF position peaked at $485K in Q4 2025.
  • 204 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.