Vise Technologies’s VanEck Intermediate Muni ETF ITM Stock Holding History

Vise Technologies’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	$2.61M	Sell	55,598 -1,907	-3%	-$89.2K	0.03%	452
2026 Q1	$2.71M	Hold	57,505	–	–	0.05%	289
2025 Q4	$2.71M	Buy	57,505 +1,820	+3%	+$85.5K	0.05%	290
2025 Q3	$2.59M	Buy	55,685 +10,335	+23%	+$473K	0.1%	202
2025 Q2	$2.06M	Buy	+45,350	New	+$2.05M	0.09%	251

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

Vise Technologies's ITM Position: Q2 2026 in Review

Vise Technologies reduced its VanEck Intermediate Muni ETF (ITM) stake by 3.3% in Q2 2026, selling an estimated $89.2K and leaving 55,598 shares worth $2.61M. The position accounts for 0.03% of the portfolio, ranked #452.

Vise Technologies first reported a position in ITM in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.71M in Q1 2026. 204 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

Vise Technologies held 55,598 shares of VanEck Intermediate Muni ETF worth $2.61M as of Q2 2026.
Vise Technologies sold 1,907 VanEck Intermediate Muni ETF shares in Q2 2026, an estimated $89.2K.
VanEck Intermediate Muni ETF made up 0.03% of Vise Technologies's portfolio in Q2 2026, its #452 holding.
Vise Technologies first reported a position in VanEck Intermediate Muni ETF in Q2 2025 and has held it in 5 quarters since.
Vise Technologies's VanEck Intermediate Muni ETF position peaked at $2.71M in Q1 2026.
204 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.