Purchases and Sales Made in Q2 2025 in Vaneck Intermediate Muni ETF (ITM)
This table provides information about the institutional ownership of Vaneck Intermediate Muni ETF (ITM) during Q2 2025. The information is specifically focused on institutions that hold shares of VANECK INTERMEDIATE MUNI ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
148K+ 49.69% |
$6.57M - $6.8M
|
447K
$20.4M
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
110KNew |
$4.86M - $5.03M
|
110K
$5.01M
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
75K+ 1608.38% |
$3.32M - $3.44M
|
79.7K
$3.64M
|
|
Jul 28, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
48.4KNew |
$2.14M - $2.22M
|
48.4K
$2.21M
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
36KNew |
$1.59M - $1.65M
|
36K
$1.64M
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.5K+ 73.55% |
$641K - $663K
|
34.2K
$1.56M
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
14.3KNew |
$635K - $657K
|
14.3K
$654K
|
|
Jul 22, 2025
Q2 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
13.6KNew |
$602K - $623K
|
13.6K
$620K
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
BUY
|
- |
13.2KNew |
$585K - $606K
|
13.2K
$603K
|
|
Jul 30, 2025
Q2 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
8.33K+ 11.96% |
$369K - $382K
|
78K
$3.56M
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
8.14K+ 18.03% |
$360K - $373K
|
53.3K
$2.43M
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
6.88KNew |
$304K - $315K
|
6.88K
$314K
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
6.34K+ 13.98% |
$280K - $290K
|
51.7K
$2.36M
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
5.27K+ 51.17% |
$233K - $241K
|
15.6K
$710K
|
|
Jul 09, 2025
Q2 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
3.79K+ 2.49% |
$168K - $174K
|
156K
$7.12M
|
|
Jul 25, 2025
Q2 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
2.65K+ 26.21% |
$117K - $121K
|
12.8K
$582K
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.5K+ 2.57% |
$66.4K - $68.7K
|
59.9K
$2.73M
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.18KNew |
$52.4K - $54.2K
|
1.18K
$54K
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
889+ 9.97% |
$39.4K - $40.7K
|
9.8K
$447K
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
852+ 16.57% |
$37.7K - $39K
|
5.99K
$273K
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
682New |
$30.2K - $31.2K
|
682
$31.1K
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
445+ 9.28% |
$19.7K - $20.4K
|
5.24K
$239K
|
|
Jul 28, 2025
Q2 2025
|
Davidson Investment Advisors
|
BUY
|
- |
385+ 0.11% |
$17K - $17.6K
|
350K
$16M
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
246+ 361.76% |
$10.9K - $11.3K
|
314
$14.3K
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
169+ 2.4% |
$7.48K - $7.74K
|
7.22K
$329K
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
57New |
$2.52K - $2.61K
|
57
$2.6K
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
53New |
$2.35K - $2.43K
|
53
$2.42K
|
|
Jul 22, 2025
Q2 2025
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
48+ 0.25% |
$2.12K - $2.2K
|
19.3K
$879K
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
15+ 0.12% |
$664 - $687
|
12.7K
$580K
|
|
Aug 01, 2025
Q2 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
15+ 0.1% |
$664 - $687
|
14.9K
$681K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.34% |
$133 - $137
|
898
$41K
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2+ 0.03% |
$88.5 - $91.6
|
6.74K
$308K
|
|
Jul 30, 2025
Q2 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-40- 0.85% |
$1.77K - $1.83K
|
4.69K
$214K
|
|
Jul 30, 2025
Q2 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-427- 3.65% |
$18.9K - $19.6K
|
11.3K
$514K
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-460- 3.96% |
$20.4K - $21.1K
|
11.2K
$509K
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-545- 1.96% |
$24.1K - $25K
|
27.2K
$1.24M
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-914- 53.26% |
$40.5K - $41.9K
|
802
$36.6K
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.13K- 5.26% |
$49.8K - $51.5K
|
20.3K
$924K
|
|
Jul 30, 2025
Q2 2025
|
Gen Trust, LLC
|
SELL
|
- |
-1.4K- 6.71% |
$61.9K - $64.1K
|
19.5K
$888K
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.51K- 12.54% |
$66.7K - $69.1K
|
10.5K
$480K
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.77K- 16.15% |
$78.4K - $81.1K
|
9.19K
$419K
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-1.85K- 6.51% |
$81.7K - $84.5K
|
26.5K
$1.21M
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.88K- 7.3% |
$83.1K - $86K
|
23.8K
$1.09M
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.93K- 16.37% |
$85.3K - $88.2K
|
9.84K
$449K
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-2.2K- 16.49% |
$97.4K - $101K
|
11.1K
$509K
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.2K- 41.98% |
$97.5K - $101K
|
3.04K
$139K
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-3.96K- 1.23% |
$175K - $181K
|
318K
$14.5M
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-8.4K- 34.6% |
$372K - $385K
|
15.9K
$724K
|