INV VK TR INV (VGM) Institutional Ownership $9.52 -0.02 (-0.21%) Closing price 08/29/2025 03:58 PM EasternExtended Trading$9.54 +0.02 (+0.16%) As of 08/29/2025 05:12 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartCompetitorsDividendHeadlinesOwnershipSEC FilingsShort InterestTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for INV VK TR INV (NYSE:VGM)CurrentInstitutional OwnershipPercentage38.13%Number ofInstitutional Buyers(last 12 months)66TotalInstitutional Inflows(last 12 months)$36.49MNumber ofInstitutional Sellers(last 12 months)37TotalInstitutional Outflows(last 12 months)$29.53M Get VGM Insider Trade Alerts Want to know when executives and insiders are buying or selling INV VK TR INV stock? 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Skip Chart & View Institutional Buying and Selling Data VGM Institutional Buying and Selling by Quarter INV VK TR INV Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails8/18/2025 N.E.W. Advisory Services LLC36,931$350K0.0%N/A0.068% 8/15/2025 Bank of America Corp DE434,009$4.12M0.0%+28.1%0.800% 8/15/2025 Ameriprise Financial Inc.347,826$3.30M0.0%-5.1%0.641% 8/14/2025 Raymond James Financial Inc.182,007$1.73M0.0%-2.1%0.336% 8/14/2025 Karpus Management Inc.1,822,741$17.30M0.6%-41.3%3.361% 8/14/2025 Cerity Partners LLC18,539$176K0.0%-14.3%0.034% 8/13/2025 StoneX Group Inc.22,802$216K0.0%+17.0%0.042% 8/13/2025 M Holdings Securities Inc.33,530$318K0.1%N/A0.062% 8/13/2025 First Trust Advisors LP18,292$174K0.0%+19.5%0.034% 8/13/2025 Guggenheim Capital LLC1,088,357$10.33M0.1%+23.7%2.007% Get the Latest News and Ratings for VGM and Related StocksEnter your email address below to receive the latest news and analysts' ratings for INV VK TR INV and its competitors with MarketBeat's FREE daily newsletter. 8/13/2025 Invesco Ltd.101,750$966K0.0%-28.9%0.188% 8/13/2025 Northwestern Mutual Wealth Management Co.24,264$230K0.0%+25.6%0.045% 8/12/2025 Advisors Asset Management Inc.201,243$1.91M0.0%-3.5%0.371% 8/12/2025 WealthBridge Capital Management LLC22,500$214K0.1%+12.5%0.041% 8/11/2025 Rothschild Investment LLC83,300$791K0.0%-26.8%0.154% 8/8/2025 Cetera Investment Advisers60,776$577K0.0%+152.5%0.112% 8/8/2025 Fiera Capital Corp511,221$4.85M0.0%-1.5%0.943% 8/6/2025 Prospera Financial Services Inc28,356$269K0.0%+81.7%0.052% 8/1/2025 Envestnet Asset Management Inc.58,949$559K0.0%N/A0.109% 7/31/2025 Whipplewood Advisors LLC65,458$621K0.3%-37.3%0.121% 7/31/2025 Focus Partners Advisor Solutions LLC17,818$169K0.0%N/A0.033% 7/29/2025 Burford Brothers Inc.27,625$262K0.1%N/A0.051% 7/29/2025 Stratos Wealth Partners LTD.102,400$972K0.0%+5.9%0.189% 7/28/2025 Harbour Investments Inc.25,352$241K0.0%+16.4%0.047% 7/25/2025 Sequoia Financial Advisors LLC20,953$199K0.0%N/A0.039% 7/25/2025 Allspring Global Investments Holdings LLC361,664$3.43M0.0%-2.3%0.667% 7/25/2025 Sovereign Financial Group Inc.30,430$289K0.1%+8.9%0.056% 7/24/2025 WMG Financial Advisors LLC10,965$104K0.0%N/A0.020% 7/24/2025 Leo Wealth LLC234,554$2.23M0.2%+33.5%0.433% 7/18/2025 Truist Financial Corp723,264$6.86M0.0%-30.8%1.334% 7/17/2025 LexAurum Advisors LLC167,556$1.59M0.3%+47.4%0.309% 7/17/2025 Janney Montgomery Scott LLC12,692$120K0.0%-14.6%0.023% 7/16/2025 Kennedy Investment Group204,916$1.95M0.8%-10.6%0.378% 7/15/2025 Riverbridge Partners LLC21,707$206K0.0%+5.3%0.040% 7/15/2025 Absolute Investment Advisers LLC134,211$1.27M0.2%+24.3%0.247% 7/8/2025 Melone Private Wealth LLC188,061$1.78M0.9%+6.8%0.347% 5/21/2025 Indiana Trust & Investment Management Co172,000$1.71M0.6%-2.1%0.317% 5/16/2025 Jones Financial Companies Lllp25,436$253K0.0%N/A0.047% 5/16/2025 Advisors Asset Management Inc.208,615$2.08M0.0%+40.8%0.385% 5/15/2025 Royal Bank of Canada238,477$2.38M0.0%-7.7%0.440% Take a look at this picture ... (Ad)A strange investment secret — discovered just a few short weeks before this image was taken — correctly predicted it all. Even crazier, this secret accurately called every major financial event in recent history … Now it's signaling something very scary is about to hit the market again …To find out more about this Great Depression secret … Click here for all the details.5/15/2025 Calton & Associates Inc.13,210$132K0.0%N/A0.024% 5/14/2025 Thomas J. Herzfeld Advisors Inc.47,965$478K0.2%+23.6%0.088% 5/13/2025 Sit Investment Associates Inc.2,001,609$19.94M0.5%-12.5%3.691% 5/12/2025 Nuveen LLC18,694$186K0.0%N/A0.034% 5/12/2025 Invesco Ltd.143,096$1.43M0.0%+1.5%0.264% 5/12/2025 AlphaCore Capital LLC15,721$157K0.0%N/A0.029% 5/9/2025 PNC Financial Services Group Inc.84,821$845K0.0%+285.0%0.156% 5/7/2025 Fiera Capital Corp518,847$5.17M0.0%-6.1%0.957% 5/7/2025 LPL Financial LLC459,388$4.58M0.0%+27.1%0.847% 5/6/2025 Cetera Investment Advisers24,069$240K0.0%+13.7%0.044% 5/5/2025 Blue Bell Private Wealth Management LLC11,600$116K0.0%-15.3%0.021% 5/5/2025 Calton & Associates Inc.16,137$161K0.0%N/A0.030% 5/5/2025 Private Advisor Group LLC70,968$707K0.0%-3.7%0.131% 5/2/2025 Leo Wealth LLC175,758$1.75M0.3%-20.7%0.324% 5/2/2025 Dakota Wealth Management98,000$976K0.0%-7.1%0.181% 5/1/2025 Greatmark Investment Partners Inc.231,250$2.30M0.3%+7.8%0.426% 5/1/2025 High Note Wealth LLC7,747$77K0.0%-38.5%0.014% 4/30/2025 Cerity Partners LLC21,630$215K0.0%-7.6%0.040% 4/30/2025 Stratos Wealth Partners LTD.96,717$963K0.0%-1.6%0.178% 4/29/2025 Capital Investment Advisory Services LLC61,189$609K0.1%+7.6%0.113% 4/29/2025 Mackay Shields LLC370,162$3.69M0.1%-0.4%0.683% 4/23/2025 Tyche Wealth Partners LLC70,598$703K0.2%+4.8%0.000% 4/23/2025 Bessemer Group Inc.15,825$158K0.0%N/A0.000% 4/22/2025 Cambridge Investment Research Advisors Inc.32,548$324K0.0%+6.8%0.000% 4/22/2025 Kennedy Investment Group229,135$2.28M1.1%-14.6%0.000% 4/21/2025 Riverbridge Partners LLC20,620$205K0.0%+7.3%0.000% 4/14/2025 LexAurum Advisors LLC113,651$1.13M0.2%N/A0.000% 4/11/2025 Sovereign Financial Group Inc.27,949$278K0.1%+10.8%0.000% 4/11/2025Permanent Capital Management LP14,029$140K0.0%-8.2%0.000% 4/11/2025 Melone Private Wealth LLC176,109$1.75M0.9%+1.0%0.000% 4/8/2025 Rothschild Investment LLC113,800$1.13M0.1%-13.0%0.000% 2/17/2025 Pathstone Holdings LLC1,112,444$11.25M0.0%+45.6%0.000% 2/17/2025 Nomura Holdings Inc.14,000$141K0.0%N/A0.000% 2/17/2025Nuveen Asset Management LLC35,973$363K0.0%+159.5%0.000% 2/17/2025 Cetera Investment Advisers21,177$214K0.0%+24.4%0.000% 2/17/2025 Bank of America Corp DE329,178$3.33M0.0%+57.4%0.000% 2/17/2025 Ameriprise Financial Inc.300,727$3.04M0.0%+7.1%0.000% 2/17/2025 Anderson Financial Strategies LLC12,635$128K0.1%N/A0.000% 2/14/2025 AQR Arbitrage LLC43,361$438K0.0%-81.2%0.000% 2/14/2025 Quarry LP39,036$394K0.1%+22.8%0.000% 2/14/2025 Stifel Financial Corp172,941$1.75M0.0%+3.4%0.000% 2/14/2025 First Trust Advisors LP15,920$161K0.0%-13.7%0.000% 2/13/2025 NewEdge Advisors LLC22,670$229K0.0%+36.8%0.000% 2/13/2025 Guggenheim Capital LLC729,804$7.37M0.1%+36.2%0.000% 2/13/2025 XTX Topco Ltd17,004$172K0.0%N/A0.000% 2/13/2025 Cohen & Steers Inc.30,000$303K0.0%+20.0%0.000% 2/13/2025 Rockefeller Capital Management L.P.51,477$520K0.0%-15.1%0.000% 2/13/2025 Raymond James Financial Inc.208,943$2.11M0.0%N/A0.000% 2/13/2025 Invesco Ltd.140,922$1.42M0.0%+55.4%0.000% 2/13/2025 Bank of Montreal Can39,005$394K0.0%+4.0%0.000% Take a look at this picture ... (Ad)A strange investment secret — discovered just a few short weeks before this image was taken — correctly predicted it all. Even crazier, this secret accurately called every major financial event in recent history … Now it's signaling something very scary is about to hit the market again …To find out more about this Great Depression secret … Click here for all the details.2/13/2025 Cerity Partners LLC23,408$236K0.0%-10.3%0.000% 2/13/2025 Sit Investment Associates Inc.2,286,766$23.10M0.5%-8.2%0.000% 2/13/2025 Wells Fargo & Company MN450,590$4.55M0.0%-3.4%0.000% 2/12/2025 Landscape Capital Management L.L.C.23,365$236K0.0%N/A0.000% 2/12/2025 Thomas J. Herzfeld Advisors Inc.38,798$392K0.1%+18.1%0.000% 2/12/2025 StoneX Group Inc.19,467$197K0.0%N/A0.000% 2/11/2025 Mountain Hill Investment Partners Corp.7,000$71K0.1%N/A0.000% 2/11/2025 LPL Financial LLC361,472$3.65M0.0%+143.4%0.000% 2/10/2025 Harbour Investments Inc.21,679$219K0.0%+30.7%0.000% 2/10/2025 Greatmark Investment Partners Inc.214,500$2.17M0.3%-0.9%0.000% (Data available from 1/1/2016 forward) VGM Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of VGM shares? During the previous two years, 115 institutional investors and hedge funds held shares of INV VK TR INV. The most heavily invested institutionals were Sit Investment Associates Inc. ($19.94M), Bramshill Investments LLC ($19.88M), Karpus Management Inc. ($17.30M), Rivernorth Capital Management LLC ($17.03M), Robinson Capital Management LLC ($13.96M), Pathstone Holdings LLC ($11.25M), and Guggenheim Capital LLC ($10.33M).Learn more on INV VK TR INV's institutional investors. What percentage of INV VK TR INV's stock is owned by institutional investors? 38.13% of INV VK TR INV's stock is owned by institutional investors. Learn more on VGM's institutional investor holdings. Which institutional investors have been buying INV VK TR INV's stock? Of the 98 institutional investors that purchased INV VK TR INV's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Karpus Management Inc. ($1.74M), Fiera Capital Corp ($1.04M), Robinson Capital Management LLC ($886.50K), Pathstone Holdings LLC ($511.86K), Raymond James Financial Inc. ($417.89K), Guggenheim Capital LLC ($402.18K), and Allspring Global Investments Holdings LLC ($391.57K). How much institutional buying is happening at INV VK TR INV? Institutional investors have bought a total of 3,651,369 shares in the last 24 months. This purchase volume represents approximately $36.49M in transactions. Which of INV VK TR INV's major shareholders have been selling company stock? Of the 37 institutional investors that sold INV VK TR INV's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Karpus Management Inc. ($1.28M), Sit Investment Associates Inc. ($490.21K), Truist Financial Corp ($345.87K), AQR Arbitrage LLC ($187.39K), Kennedy Investment Group ($99.39K), Allspring Global Investments Holdings LLC ($83.70K), and Claro Advisors LLC ($79.38K). How much institutional selling is happening at INV VK TR INV? Institutional investors have sold a total of 3,023,804 shares in the last 24 months. This volume of shares sold represents approximately $29.53M in transactions. 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