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Wilmington Savings Fund Society’s VanEck Intermediate Muni ETF ITM Stock Holding History

Wilmington Savings Fund Society’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
2025
Q3 		– Sell
-652
Closed -$29.6K – 1713
2025
Q2 		$29.6K Hold
652
– – ﹤0.01% 1361
2025
Q1 		$29.7K Sell
652
-2,604
-80% -$120K ﹤0.01% 1361
2024
Q4 		$150K Buy
3,256
+2,340
+255% +$108K ﹤0.01% 925
2024
Q3 		$43K Buy
+916
New +$42.5K ﹤0.01% 1257

Other funds holding ITM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WJA
Willis Johnson & Associates Houston, Texas $1.72B AUM 16.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wilmington Savings Fund Society's ITM Position: Q3 2025 in Review

Wilmington Savings Fund Society sold out of VanEck Intermediate Muni ETF (ITM) in Q3 2025, closing a stake of 652 shares — an estimated $29.6K sold.

Wilmington Savings Fund Society first reported a position in ITM in Q3 2024 and held it in 4 quarters. The position peaked at $150K in Q4 2024. 169 funds tracked by Wall St. Rank hold ITM as of Q3 2025.

  • Wilmington Savings Fund Society reported no remaining VanEck Intermediate Muni ETF position as of Q3 2025 after selling out during the quarter.
  • Wilmington Savings Fund Society sold 652 VanEck Intermediate Muni ETF shares in Q3 2025, an estimated $29.6K.
  • Wilmington Savings Fund Society first reported a position in VanEck Intermediate Muni ETF in Q3 2024 and held it in 4 quarters.
  • Wilmington Savings Fund Society's VanEck Intermediate Muni ETF position peaked at $150K in Q4 2024.
  • 169 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q3 2025.

Based on Wilmington Savings Fund Society's 13F filing for Q3 2025, filed 28 Oct 2025.