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Equibles

VGM

Invesco Trust for Investment Grade Municipals

Company with tickers: VGM

CIK
880892
CUSIP
46131M106
Shares Outstanding
54,231,968
13F Activity (30d)
29 filings 29 filers

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Holders: 99
Total Value: $74,676,422
Total Shares: 7,566,005

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 99 13F filers · Δ vs Dec 31, 2025
Top Holder
15.3%
Sep 2023 → Mar 2026 · range 11.4% – 18.4%
+1.0 pts
Top 5
44.9%
Sep 2023 → Mar 2026 · range 38.2% – 56.7%
−5.2 pts
Top 10
58.9%
Sep 2023 → Mar 2026 · range 58.5% – 72.7%
−7.9 pts
HHI
601
Sep 2023 → Mar 2026 · range 457 – 812
Broadly held−56

Quarterly Activity

vs Dec 31, 2025
New
19
Increased
29
Decreased
23
Sold Out
10
Unchanged
28
Holder count: +9
Institutional value: -16.7%
Shares held: -12.5%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Mid Hennion & Walsh Asset Management, Inc. +479,443 978,215
Small N.E.W. Advisory Services LLC +105,498 229,958
Mid HARBOUR INVESTMENTS, INC. +72,981 98,926
Large Cetera Investment Advisers +58,961 187,141
Small Leo Wealth, LLC +58,234 319,284

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Large TRUIST FINANCIAL CORP −258,570 112,452
Mega LPL Financial LLC −164,954 690,510
Small MACKAY SHIELDS LLC −99,376 209,167
Large GUGGENHEIM CAPITAL LLC −81,762 1,160,952
Small Indiana Trust & Investment Management Co −41,647 122,000

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mid Advisors Asset Management, Inc. 193,977 $1,914,552
Large Fiera Capital Corp 89,170 $880,107
Small LexAurum Advisors, LLC 54,940 $542,257
Micro Wealth Care LLC 50,000 $493,500
Mid Summit Trail Advisors, LLC 41,046 $405,124

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Small ROBINSON CAPITAL MANAGEMENT, LLC 1,168,261 $12,114,866
Mega UBS Group AG 568,689 $5,897,304
Small StoneX Group Inc. 22,802 $236,456
Mid Sequoia Financial Advisors, LLC 20,953 $217,282
Small Alesco Advisors, LLC, An ESL Co 11,000 $114,070
Filter: New 19 Increased 29 Reduced 23 Sold out 10 Unchanged 28
Showing 99 of 99
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Large GUGGENHEIM CAPITAL LLC $11,458,596 15.34% 1,160,952
Mid Hennion & Walsh Asset Management, Inc. $9,654,982 12.93% 978,215
Mega LPL Financial LLC $6,815,333 9.13% 690,510
Small Leo Wealth, LLC $3,151,333 4.22% 319,284
Small GREATMARK INVESTMENT PARTNERS, INC. $2,455,162 3.29% 248,750
Large STIFEL FINANCIAL CORP $2,338,428 3.13% 236,923
Small N.E.W. Advisory Services LLC $2,269,685 3.04% 229,958
Small MACKAY SHIELDS LLC $2,064,477 2.76% 209,167
Mid Advisors Asset Management, Inc. $1,914,552 2.56% 193,977
Large Cetera Investment Advisers $1,847,081 2.47% 187,141
Micro Melone Private Wealth, LLC $1,706,118 2.28% 172,859
Large COMMONWEALTH EQUITY SERVICES, LLC $1,670,290 2.24% 169,229
Mid Stratos Wealth Partners, LTD. $1,607,151 2.15% 162,832
Mega RAYMOND JAMES FINANCIAL INC $1,474,419 1.97% 149,384
Micro Gridiron Partners, LLC $1,280,395 1.71% 129,726
Small Indiana Trust & Investment Management Co $1,204,140 1.61% 122,000
Small Claro Advisors Inc. $1,110,671 1.49% 112,530
Large TRUIST FINANCIAL CORP $1,109,901 1.49% 112,452
Mid HARBOUR INVESTMENTS, INC. $976,399 1.31% 98,926
Large Fiera Capital Corp $880,107 1.18% 89,170
Large OSAIC HOLDINGS, INC. $857,495 1.15% 86,879
Small Cutler Capital Management, LLC $849,974 1.14% 86,117
Mega PNC FINANCIAL SERVICES GROUP, INC. $837,181 1.12% 84,821
Small Tyche Wealth Partners LLC $810,307 1.09% 82,098
Micro Whipplewood Advisors, LLC $694,926 0.93% 70,408
Large NewEdge Advisors, LLC $682,510 0.91% 69,150
Small Capital Investment Advisory Services, LLC $682,105 0.91% 69,109
Mid Private Advisor Group, LLC $678,296 0.91% 68,723
Mid World Investment Advisors $671,801 0.90% 68,065
Small LexAurum Advisors, LLC $542,257 0.73% 54,940
Large Baird Financial Group, Inc. $505,985 0.68% 51,265
Micro Wealth Care LLC $493,500 0.66% 50,000
Small Burford Brothers, Inc. $458,175 0.61% 46,421
Large Kestra Advisory Services, LLC $441,741 0.59% 44,756
Small CALTON & ASSOCIATES, INC. $420,827 0.56% 42,637
Mid Summit Trail Advisors, LLC $405,124 0.54% 41,046
Large MERCER GLOBAL ADVISORS INC /ADV $400,465 0.54% 40,574
Small MELFA WEALTH MANAGEMENT, INC. $368,743 0.49% 37,360
Large Rockefeller Capital Management L.P. $367,696 0.49% 37,254
Large Focus Partners Wealth $351,372 0.47% 35,600
Small Sovereign Financial Group, Inc. $304,677 0.41% 30,869
Small Cornerstone Wealth Management, LLC $300,087 0.40% 30,404
Mid Prospera Financial Services Inc $292,211 0.39% 29,606
Large &PARTNERS $286,762 0.38% 29,054
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $241,212 0.32% 24,439
Micro Carroll Advisory Group, LLC $223,506 0.30% 22,645
Small WealthBridge Capital Management, LLC $222,075 0.30% 22,500
Small Kercheville Advisors, LLC $218,551 0.29% 22,143
Mid Virtu Financial LLC $212,056 0.28% 21,485
Mega Nuveen, LLC $184,509 0.25% 18,694
Mid Compound Planning, Inc. $177,403 0.24% 17,974
Mid AlphaCore Capital LLC $167,720 0.22% 16,993
Small Wealth Alliance Advisory Group, LLC $155,324 0.21% 15,737
Mega FIRST TRUST ADVISORS LP $152,185 0.20% 15,419
Large Cambridge Investment Research Advisors, Inc. $151,455 0.20% 15,345
Small Institute for Wealth Management, LLC. $149,037 0.20% 15,100
Mid Wealthspire Advisors, LLC $148,050 0.20% 15,000
Mega Fisher Asset Management, LLC $141,654 0.19% 14,352
Mid Dynamic Advisor Solutions LLC $139,660 0.19% 14,150
Mid Capital Investment Advisors, LLC $136,156 0.18% 13,795
Micro Closed-End Fund Advisors, Inc. $134,853 0.18% 13,663
Small Zullo Investment Group, Inc. $133,245 0.18% 13,500
Small Apella Capital, LLC $128,310 0.17% 13,000
Mid Concurrent Investment Advisors, LLC $121,657 0.16% 12,326
Small Quadcap Wealth Management, LLC $120,976 0.16% 12,257
Large Janney Montgomery Scott LLC $117,739 0.16% 11,929
Micro Catalina Capital Group, LLC $109,596 0.15% 11,104
Mid Integrated Wealth Concepts LLC $108,668 0.15% 11,010
Mid WEDBUSH SECURITIES INC Broker-Dealer $108,570 0.15% 11,000
Micro WMG Financial Advisors, LLC $108,056 0.14% 10,948
Large KEYBANK NATIONAL ASSOCIATION/OH Bank $107,415 0.14% 10,883
Mid Allworth Financial LP $105,510 0.14% 10,690
Small KENNEDY INVESTMENT GROUP, INC. $104,809 0.14% 10,619
Micro GILL CAPITAL PARTNERS, LLC $98,611 0.13% 9,991
Large FIFTH THIRD BANCORP Bank $81,328 0.11% 8,240
Small Mountain Hill Investment Partners Corp. $69,090 0.09% 7,000
Small NBC SECURITIES, INC. Broker-Dealer $61,460 0.08% 6,227
Large CWM, LLC $48,432 0.06% 4,907
Large HUNTINGTON NATIONAL BANK Bank $44,415 0.06% 4,500
Mid Advisory Services Network, LLC $41,602 0.06% 4,215
Mid IFP Advisors, Inc $35,877 0.05% 3,635
Small High Note Wealth, LLC $25,434 0.03% 2,577
Mid EASTERN BANK Bank $21,575 0.03% 2,186
Large US BANCORP \DE\ Bank $20,144 0.03% 2,041
Small PRIVATE TRUST CO NA Bank $18,901 0.03% 1,915
Mid Penserra Capital Management LLC $13,600 0.02% 1,378
Mid Ancora Advisors LLC $10,689 0.01% 1,083
Small CITY HOLDING CO $9,870 0.01% 1,000
Mid Cullen/Frost Bankers, Inc. Bank $9,870 0.01% 1,000
Mid ROTHSCHILD INVESTMENT LLC $7,896 0.01% 800
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $5,773 0.01% 585
Small HIGHLINE WEALTH PARTNERS LLC $5,625 0.01% 570
Mid MAI Capital Management $5,349 0.01% 542
Small CVA Family Office, LLC Family Office $3,977 0.01% 403
Mid Smartleaf Asset Management LLC $3,760 0.01% 381
Small Elevated Capital Advisors, LLC $3,701 0.00% 375
Micro Mascoma Wealth Management LLC $3,158 0.00% 320
Small CoreCap Advisors, LLC $2,882 0.00% 292
Large JONES FINANCIAL COMPANIES LLLP $9 0.00% 1

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