WG
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Wellington Group’s VanEck Intermediate Muni ETF ITM Stock Holding History

Wellington Group’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 		– Sell
-483
Closed -$22.4K – 251
2026
Q1 		$22.4K Hold
483
– – 0.01% 382
2025
Q4 		$22.8K Buy
+483
New +$22.7K 0.01% 367

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

Wellington Group's ITM Position: Q2 2026 in Review

Wellington Group sold out of VanEck Intermediate Muni ETF (ITM) in Q2 2026, closing a stake of 483 shares — an estimated $22.4K sold.

Wellington Group first reported a position in ITM in Q4 2025 and held it in 2 quarters. The position peaked at $22.8K in Q4 2025. 204 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

  • Wellington Group reported no remaining VanEck Intermediate Muni ETF position as of Q2 2026 after selling out during the quarter.
  • Wellington Group sold 483 VanEck Intermediate Muni ETF shares in Q2 2026, an estimated $22.4K.
  • Wellington Group first reported a position in VanEck Intermediate Muni ETF in Q4 2025 and held it in 2 quarters.
  • Wellington Group's VanEck Intermediate Muni ETF position peaked at $22.8K in Q4 2025.
  • 204 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on Wellington Group's 13F filing for Q2 2026, filed 14 Aug 2026.