VGM · Invesco Trust for Investment Grade Municipals · Shareholders & Ownership
Market Cap
$503.00M
Shares
54.23M
Volume · Oct 28
175.17K
Avg daily vol (3M)
239.85K
Every disclosed holder of VGM in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns VGM
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positionsNo chart: shares outstanding cannot be set against these holders.
| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 12,043,021 | — |
| Insiders (Forms 3, 4, 5) | 1,823 | — |
| 13D/G-only blocks | 7,399,981 | — |
| Registered funds (N-PORT, not summed) | 555,924 | — |
% Out is unavailable: no shares outstanding count is on record.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of VGM
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
Saba Capital Management, L.P.
13D
CIK 1510281 · Registered investment adviser · Sep 20, 2024
|
2,686,155 | ||
| 2 |
RIVERNORTH CAPITAL MANAGEMENT, LLC
13G
CIK 1447578 · Registered investment adviser · Mar 31, 2025
Rule 13d-1(b), qualified institution
|
2,632,775 | ||
| 3 |
Karpus Management, Inc.
13G
CIK 1048703 · Investment adviser · May 30, 2025
Rule 13d-1(b), qualified institution
|
2,081,051 | ||
| 4 |
Hennion & Walsh Asset Management, Inc.
13F
CIK 1861642 · Investment adviser · Sep 30, 2026
|
1,234,470 | ||
| 5 |
GUGGENHEIM CAPITAL LLC
13F
CIK 1283072 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,061,614 | ||
| 6 |
AMERIPRISE FINANCIAL INC
13F
CIK 820027 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
768,111 | ||
| 7 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
705,017 | ||
| 8 |
LPL Financial LLC
13F
CIK 1403438 · Broker-dealer · Jun 30, 2026
carried, not yet filed for the newest quarter
|
625,750 | ||
| 9 |
WELLS FARGO & COMPANY/MN
13F
CIK 72971 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
617,864 | ||
| 10 |
SIT INVESTMENT ASSOCIATES INC
13F
CIK 769317 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
603,608 | ||
| 10.1 |
Sit Tax-Free Income Fund
Fund
S000003467 · Registered fund · Jun 30, 2026
SIT MUTUAL FUNDS II INC, not summed
|
56,447 | ||
| 11 |
|
567,497 | ||
| 12 |
BANK OF AMERICA CORP /DE/
13F
CIK 70858 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
501,856 | ||
| 13 |
ROYAL BANK OF CANADA
13F
CIK 1000275 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
382,863 | ||
| 14 |
N.E.W. Advisory Services LLC
13F
CIK 1803456 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
373,821 | ||
| 15 |
VAN ECK ASSOCIATES CORP
13F
CIK 869178 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
355,063 | ||
| 15.1 |
VanEck CEF Muni Income ETF
Fund
S000032925 · Registered fund · Jul 31, 2026
VanEck ETF Trust, not summed
|
363,076 | ||
| 16 |
Cetera Investment Advisers
13F
CIK 1666741 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
249,317 | ||
| 17 |
GREATMARK INVESTMENT PARTNERS, INC.
13F
CIK 1540944 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
248,750 | ||
| 18 |
STIFEL FINANCIAL CORP
13F
CIK 720672 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
238,601 | ||
| 19 |
Melone Private Wealth, LLC
13F
CIK 1905765 · Unknown · Sep 30, 2026
|
225,013 | ||
| 20 |
COMMONWEALTH EQUITY SERVICES, LLC
13F
CIK 312272 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
205,552 | ||
| 21 |
Advisors Asset Management, Inc.
13F
CIK 1297376 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
194,328 | ||
| 22 |
RAYMOND JAMES FINANCIAL INC
13F
CIK 720005 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
170,619 | ||
| 23 |
Stratos Wealth Partners, LTD.
13F
CIK 1612865 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
168,142 | ||
| 24 |
Fiera Capital Corp
13F
CIK 1505817 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
154,641 | ||
| 25 |
NewEdge Advisors, LLC
13F
CIK 1633516 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
136,864 | ||
| 26 |
Indiana Trust & Investment Management Co
13F
CIK 1356407 · Unknown · Sep 30, 2026
|
122,000 | ||
| 27 |
Clearwater Tax-Exempt Bond Fund
Fund
S000000699 · Registered fund · Jun 30, 2026
Clearwater Investment Trust, not summed
|
115,073 | ||
| 28 |
Regatta Research & Money Management
13F
CIK 2137529 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
113,376 | ||
| 29 |
Claro Advisors Inc.
13F
CIK 1764386 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
99,973 | ||
| 30 |
HARBOUR INVESTMENTS, INC.
13F
CIK 810121 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
99,250 | ||
| 31 |
OSAIC HOLDINGS, INC.
13F
CIK 1677044 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
97,276 | ||
| 32 |
TRUIST FINANCIAL CORP
13F
CIK 92230 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
96,104 | ||
| 33 |
Cutler Capital Management, LLC
13F
CIK 1353098 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
86,117 | ||
| 34 |
PNC FINANCIAL SERVICES GROUP, INC.
13F
CIK 713676 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
84,821 | ||
| 35 |
Tyche Wealth Partners LLC
13F
CIK 2004818 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
78,648 | ||
| 36 |
Whipplewood Advisors, LLC
13F
CIK 2052510 · Unknown · Sep 30, 2026
|
73,204 | ||
| 37 |
Summit Trail Advisors, LLC
13F
CIK 1698478 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
67,090 | ||
| 38 |
Capital Investment Advisory Services, LLC
13F
CIK 1659203 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
65,738 | ||
| 39 |
World Investment Advisors
13F
CIK 1652594 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
60,725 | ||
| 40 |
LexAurum Advisors, LLC
13F
CIK 1729677 · Registered investment adviser · Sep 30, 2026
|
57,100 | ||
| 41 |
Baird Financial Group, Inc.
13F
CIK 1648711 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
56,200 | ||
| 42 |
Wealth Care LLC
13F
CIK 2120450 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
50,000 | ||
| 43 |
Private Advisor Group, LLC
13F
CIK 1567755 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
48,373 | ||
| 44 |
Burford Brothers, Inc.
13F
CIK 2001434 · Registered investment adviser · Sep 30, 2026
|
46,421 | ||
| 45 |
Wealth Alliance Advisory Group, LLC
13F
CIK 1735734 · Registered investment adviser · Sep 30, 2026
|
46,125 | ||
| 46 |
Kestra Advisory Services, LLC
13F
CIK 1830819 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
44,981 | ||
| 47 |
MERCER GLOBAL ADVISORS INC /ADV
13F
CIK 853758 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
41,901 | ||
| 48 |
MELFA WEALTH MANAGEMENT, INC.
13F
CIK 1962465 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
37,360 | ||
| 49 |
Focus Partners Wealth
13F
CIK 1542153 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
36,149 | ||
| 50 |
Cornerstone Wealth Management, LLC
13F
CIK 1674117 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
33,238 |
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
Showing 1–50 of 106 holders
Create a free account to page through every holder, filter by source and group by ultimate parent.