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Inv Vk Tr Inv (VGM) Institutional Ownership

Inv Vk Tr Inv logo
$9.61 +0.01 (+0.10%)
Closing price 08/8/2025 03:58 PM Eastern
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$9.61 0.00 (0.00%)
As of 08/8/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Inv Vk Tr Inv (NYSE:VGM)

Current
Institutional Ownership
Percentage
38.13%
Number of
Institutional Buyers
(last 12 months)
62
Total
Institutional Inflows
(last 12 months)
$33.26M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$20.21M
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VGM Institutional Buying and Selling by Quarter

Inv Vk Tr Inv Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/8/2025Cetera Investment Advisers60,776$577K0.0%+152.5%0.112%
8/8/2025Fiera 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%
5/16/2025Jones Financial Companies Lllp25,436$253K0.0%N/A0.047%
5/16/2025Advisors Asset Management Inc.208,615$2.08M0.0%+40.8%0.385%
5/15/2025Royal Bank of Canada238,477$2.38M0.0%-7.7%0.440%
5/15/2025Calton & Associates Inc.13,210$132K0.0%N/A0.024%
5/14/2025Thomas J. Herzfeld Advisors Inc.47,965$478K0.2%+23.6%0.088%
5/13/2025Sit Investment Associates Inc.2,001,609$19.94M0.5%-12.5%3.691%
5/12/2025Nuveen LLC18,694$186K0.0%N/A0.034%
5/12/2025Invesco Ltd.143,096$1.43M0.0%+1.5%0.264%
5/12/2025AlphaCore Capital LLC15,721$157K0.0%N/A0.029%
5/9/2025PNC Financial Services Group Inc.84,821$845K0.0%+285.0%0.156%
5/7/2025Fiera Capital Corp518,847$5.17M0.0%-6.1%0.957%
5/7/2025LPL Financial LLC459,388$4.58M0.0%+27.1%0.847%
5/6/2025Cetera Investment Advisers24,069$240K0.0%+13.7%0.044%
5/5/2025Blue Bell Private Wealth Management LLC11,600$116K0.0%-15.3%0.021%
5/5/2025Calton & Associates Inc.16,137$161K0.0%N/A0.030%
5/5/2025Private 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%
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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%
4/30/2025Cerity Partners LLC21,630$215K0.0%-7.6%0.040%
4/30/2025 Stratos Wealth Partners LTD.96,717$963K0.0%-1.6%0.178%
4/29/2025Capital 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%
4/8/2025Rothschild Investment LLC113,800$1.13M0.1%-13.0%0.000%
2/17/2025Pathstone Holdings LLC1,112,444$11.25M0.0%+45.6%0.000%
2/17/2025Nomura Holdings Inc.14,000$141K0.0%N/A0.000%
2/17/2025Nuveen Asset Management LLC35,973$363K0.0%+159.5%0.000%
2/17/2025Cetera Investment Advisers21,177$214K0.0%+24.4%0.000%
2/17/2025Bank of America Corp DE329,178$3.33M0.0%+57.4%0.000%
2/17/2025Ameriprise Financial Inc.300,727$3.04M0.0%+7.1%0.000%
2/17/2025Anderson Financial Strategies LLC12,635$128K0.1%N/A0.000%
2/14/2025AQR Arbitrage LLC43,361$438K0.0%-81.2%0.000%
2/14/2025Quarry LP39,036$394K0.1%+22.8%0.000%
2/14/2025Stifel Financial Corp172,941$1.75M0.0%+3.4%0.000%
2/14/2025First Trust Advisors LP15,920$161K0.0%-13.7%0.000%
2/13/2025NewEdge Advisors LLC22,670$229K0.0%+36.8%0.000%
2/13/2025Guggenheim Capital LLC729,804$7.37M0.1%+36.2%0.000%
2/13/2025XTX Topco Ltd17,004$172K0.0%N/A0.000%
2/13/2025Cohen & Steers Inc.30,000$303K0.0%+20.0%0.000%
2/13/2025Rockefeller Capital Management L.P.51,477$520K0.0%-15.1%0.000%
2/13/2025Raymond James Financial Inc.208,943$2.11M0.0%N/A0.000%
2/13/2025Invesco Ltd.140,922$1.42M0.0%+55.4%0.000%
2/13/2025 Bank of Montreal Can39,005$394K0.0%+4.0%0.000%
2/13/2025Cerity Partners LLC23,408$236K0.0%-10.3%0.000%
2/13/2025Sit Investment Associates Inc.2,286,766$23.10M0.5%-8.2%0.000%
2/13/2025Wells Fargo & Company MN450,590$4.55M0.0%-3.4%0.000%
2/12/2025Landscape Capital Management L.L.C.23,365$236K0.0%N/A0.000%
2/12/2025Thomas J. Herzfeld Advisors Inc.38,798$392K0.1%+18.1%0.000%
2/12/2025StoneX Group Inc.19,467$197K0.0%N/A0.000%
2/11/2025 Mountain Hill Investment Partners Corp.7,000$71K0.1%N/A0.000%
2/11/2025LPL 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%
2/7/2025HighTower Advisors LLC10,039$101K0.0%-74.8%0.000%
2/7/2025Permanent Capital Management LP15,274$154K0.0%N/A0.000%
2/7/2025Blue Bell Private Wealth Management LLC13,700$138K0.0%-13.8%0.000%
2/6/2025Raymond James Financial Inc.208,943$2.11M0.0%N/A0.000%
2/5/2025 Oppenheimer & Co. Inc.13,167$133K0.0%-45.5%0.000%
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2/4/2025 Mackay Shields LLC371,828$3.76M0.1%-0.5%0.000%
1/31/2025Robinson Capital Management LLC1,381,874$13.96M5.6%+44.5%0.000%
1/31/2025 Truist Financial Corp730,429$7.38M0.0%-3.1%0.000%
1/29/2025Van ECK Associates Corp406,392$4.11M0.0%+3.1%0.000%
1/29/2025 Indiana Trust & Investment Management Co175,690$1.77M0.6%+1.9%0.000%
1/28/2025 Leo Wealth LLC221,650$2.24M0.2%+1.6%0.000%
1/27/2025 Tyche Wealth Partners LLC67,364$680K0.1%-5.8%0.000%
1/24/2025 Absolute Investment Advisers LLC107,994$1.09M0.1%N/A0.000%
1/23/2025Capital Investment Advisory Services LLC56,861$574K0.1%+3.9%0.000%
1/22/2025 Kennedy Investment Group268,241$2.71M1.2%-6.1%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, 114 institutional investors and hedge funds held shares of Inv Vk Tr Inv. The most heavily invested institutionals were Karpus Management Inc. ($38.12M), Sit Investment Associates Inc. ($19.94M), Bramshill Investments LLC ($19.88M), Rivernorth Capital Management LLC ($17.03M), Robinson Capital Management LLC ($13.96M), Pathstone Holdings LLC ($11.25M), and Guggenheim Capital LLC ($7.37M).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 99 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 ($914.50K), Pathstone Holdings LLC ($511.86K), Raymond James Financial Inc. ($417.89K), Allspring Global Investments Holdings LLC ($391.57K), and Rivernorth Capital Management LLC ($373.09K).

How much institutional buying is happening at Inv Vk Tr Inv?

Institutional investors have bought a total of 3,307,993 shares in the last 24 months. This purchase volume represents approximately $33.26M in transactions.

Which of Inv Vk Tr Inv's major shareholders have been selling company stock?

Of the 34 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: Sit Investment Associates Inc. ($490.21K), Truist Financial Corp ($365.12K), Logan Stone Capital LLC ($340.68K), 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 2,014,247 shares in the last 24 months. This volume of shares sold represents approximately $20.21M in transactions.


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This page (NYSE:VGM) was last updated on 8/9/2025 by MarketBeat.com Staff
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