Invesco Trust for Investment Grade Municipals - Common (VGM)
CUSIP: 46131M106
Q1 2026 13F Holders as of 31 Mar 2026
- Type / Class
- Equity / Common
- Shares outstanding
- 54,194,036
- Total 13F shares
- 5,386,449
- Share change
- -1,545,402
- Total reported value
- $53,169,601
- Price per share
- $9.87
- Number of holders
- 71
- Value change
- -$15,917,610
- Number of buys
- 31
- Number of sells
- 25
Quarterly Holders Quick Answers
What is CUSIP 46131M106?
CUSIP 46131M106 identifies VGM - Invesco Trust for Investment Grade Municipals - Common in SEC institutional holdings data.
Need full ownership history?
Open the full security ownership history page.
Next holder-history checks
These links keep the next click tied to holder verification, nearby quarters, or outside-13F ownership context.
- Back to full security ownership history for the broader multi-quarter picture.
- Latest 13F filings for newly reported positions across managers.
- Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
- SEC investors directory for manager drilldown.
Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
- Previous quarter: Q4 2025
Recent filing periods for CUSIP 46131M106:
Top shareholders of VGM - Invesco Trust for Investment Grade Municipals - Common (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ |
3/4/5
13F
|
10%+ Owner · Company |
0.88%
from 13F
|
2,225
|
$55,625,000 | — | 10 Feb 2012 | |
| RIVERNORTH CAPITAL MANAGEMENT, LLC |
13D/G
13F
|
Company |
4.8%
|
2,632,775
|
$25,169,329 | -$1,987,371 | 31 Mar 2025 | |
| Karpus Management, Inc. |
13D/G
|
— |
3.8%
|
2,081,051
|
$20,144,574 | $0 | 30 May 2025 | |
| GUGGENHEIM CAPITAL LLC |
13F
|
Company |
2.3%
|
1,242,714
|
$12,886,944 | — | 31 Dec 2025 | |
| ROBINSON CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2.2%
|
1,168,261
|
$12,114,867 | — | 31 Dec 2025 | |
| LPL Financial LLC |
13F
|
Company |
1.6%
|
855,464
|
$8,871,163 | — | 31 Dec 2025 | |
| SIT INVESTMENT ASSOCIATES INC |
13F
|
Company |
1.3%
|
723,224
|
$7,500,000 | — | 31 Dec 2025 | |
| MORGAN STANLEY |
13F
|
Company |
1.2%
|
644,709
|
$6,685,642 | — | 31 Dec 2025 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
1.1%
|
599,549
|
$6,217,324 | — | 31 Dec 2025 | |
| UBS Group AG |
13F
|
Company |
1%
|
568,689
|
$5,897,305 | — | 31 Dec 2025 | |
| Hennion & Walsh Asset Management, Inc. |
13F
|
Company |
0.92%
|
498,772
|
$5,172,266 | — | 31 Dec 2025 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.8%
|
432,699
|
$4,487,091 | — | 31 Dec 2025 | |
| TRUIST FINANCIAL CORP |
13F
|
Company |
0.68%
|
371,022
|
$3,847,500 | — | 31 Dec 2025 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.64%
|
344,315
|
$3,571,000 | — | 31 Dec 2025 | |
| VAN ECK ASSOCIATES CORP |
13F
|
Company |
0.57%
|
311,378
|
$3,229,000 | — | 31 Dec 2025 | |
| MACKAY SHIELDS LLC |
13F
|
Company |
0.57%
|
308,543
|
$3,199,591 | — | 31 Dec 2025 | |
| Leo Wealth, LLC |
13F
|
Company |
0.48%
|
261,050
|
$2,707,092 | — | 31 Dec 2025 | |
| GREATMARK INVESTMENT PARTNERS, INC. |
13F
|
Company |
0.46%
|
248,750
|
$2,579,538 | — | 31 Dec 2025 | |
| STIFEL FINANCIAL CORP |
13F
|
Company |
0.45%
|
245,207
|
$2,542,796 | — | 31 Dec 2025 | |
| Advisors Asset Management, Inc. |
13F
|
Company |
0.36%
|
195,389
|
$2,026,184 | — | 31 Dec 2025 | |
| Melone Private Wealth, LLC |
13F
|
Company |
0.36%
|
195,377
|
$2,026,061 | — | 31 Dec 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
0.32%
|
171,781
|
$1,781,366 | — | 31 Dec 2025 | |
| Indiana Trust & Investment Management Co |
13F
|
Company |
0.3%
|
163,647
|
$1,697,019 | — | 31 Dec 2025 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
0.29%
|
159,679
|
$1,655,870 | — | 31 Dec 2025 | |
| Gridiron Partners, LLC |
13F
|
Company |
0.28%
|
149,983
|
$1,555,324 | — | 31 Dec 2025 | |
| Allspring Global Investments Holdings, LLC |
13F
|
Company |
0.26%
|
140,277
|
$1,454,672 | — | 31 Dec 2025 | |
| Cetera Investment Advisers |
13F
|
Company |
0.24%
|
128,180
|
$1,329,240 | — | 31 Dec 2025 | |
| N.E.W. Advisory Services LLC |
13F
|
Company |
0.23%
|
124,460
|
$1,290,655 | — | 31 Dec 2025 | |
| Claro Advisors Inc. |
13F
|
Company |
0.21%
|
113,427
|
$1,176,242 | — | 31 Dec 2025 | |
| Stratos Wealth Partners, LTD. |
13F
|
Company |
0.2%
|
108,515
|
$1,125,301 | — | 31 Dec 2025 | |
| Invesco Ltd. |
13F
|
Company |
0.17%
|
92,786
|
$962,191 | — | 31 Dec 2025 | |
| Cutler Capital Management, LLC |
13F
|
Company |
0.16%
|
86,117
|
$893,036 | — | 31 Dec 2025 | |
| PNC FINANCIAL SERVICES GROUP, INC. |
13F
|
Company |
0.16%
|
84,821
|
$879,594 | — | 31 Dec 2025 | |
| Tyche Wealth Partners LLC |
13F
|
Company |
0.15%
|
82,098
|
$851,356 | — | 31 Dec 2025 | |
| Whipplewood Advisors, LLC |
13F
|
Company |
0.13%
|
71,160
|
$737,929 | — | 31 Dec 2025 | |
| Private Advisor Group, LLC |
13F
|
Company |
0.13%
|
68,469
|
$710,026 | — | 31 Dec 2025 | |
| World Investment Advisors |
13F
|
Company |
0.12%
|
67,694
|
$701,991 | — | 31 Dec 2025 | |
| Capital Investment Advisory Services, LLC |
13F
|
Company |
0.12%
|
66,406
|
$688,634 | — | 31 Dec 2025 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0.11%
|
61,483
|
$637,596 | — | 31 Dec 2025 | |
| NewEdge Advisors, LLC |
13F
|
Company |
0.11%
|
58,715
|
$608,874 | — | 31 Dec 2025 | |
| CALTON & ASSOCIATES, INC. |
13F
|
Company |
0.1%
|
54,483
|
$564,987 | — | 31 Dec 2025 | |
| Baird Financial Group, Inc. |
13F
|
Company |
0.09%
|
51,265
|
$531,618 | — | 31 Dec 2025 | |
| Rockefeller Capital Management L.P. |
13F
|
Company |
0.08%
|
41,448
|
$429,821 | — | 31 Dec 2025 | |
| MERCER GLOBAL ADVISORS INC /ADV |
13F
|
Company |
0.08%
|
40,816
|
$423,260 | — | 31 Dec 2025 | |
| MELFA WEALTH MANAGEMENT, INC. |
13F
|
Company |
0.07%
|
37,360
|
$387,423 | — | 31 Dec 2025 | |
| Focus Partners Wealth |
13F
|
Company |
0.07%
|
35,600
|
$369,172 | — | 31 Dec 2025 | |
| Sovereign Financial Group, Inc. |
13F
|
Company |
0.06%
|
30,703
|
$318,390 | — | 31 Dec 2025 | |
| Prospera Financial Services Inc |
13F
|
Company |
0.05%
|
29,606
|
$307,019 | — | 31 Dec 2025 | |
| Burford Brothers, Inc. |
13F
|
Company |
0.05%
|
27,625
|
$286,471 | — | 31 Dec 2025 | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
13F
|
Company |
0.05%
|
26,339
|
$273,136 | — | 31 Dec 2025 |
Institutional Holders of Invesco Trust for Investment Grade Municipals - Common (VGM) as of Q1 2026
As of 31 Mar 2026,
Invesco Trust for Investment Grade Municipals - Common (VGM) was held by
71 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
5,386,449 shares.
The largest 10 holders included
Hennion & Walsh Asset Management, Inc., LPL Financial LLC, SIT INVESTMENT ASSOCIATES INC, WELLS FARGO & COMPANY/MN, UBS Group AG, Leo Wealth, LLC, GREATMARK INVESTMENT PARTNERS, INC., STIFEL FINANCIAL CORP, N.E.W. Advisory Services LLC, and MACKAY SHIELDS LLC.
This page lists
75
institutional shareholders reporting positions in this security
for the Q1 2026 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2026 vs Q4 2025 Across Filers
Q4 2025 holders
102
Q1 2026 holders
71
Holder diff
-31
| Investor | Q4 2025 Shares | Q1 2026 Shares | Share Diff | Share Chg % | Q4 2025 Value $ | Q1 2026 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.