Go Pro
→ ALERT: Drop these 5 stocks before the market opens tomorrow! (From Weiss Ratings) (Ad)tc pixel Free VGM Stock Alerts

Inv Vk Tr Inv (VGM) Institutional Ownership

Inv Vk Tr Inv logo
$10.60 +0.02 (+0.14%)
Closing price 07/2/2026 03:58 PM Eastern
Extended Trading
$10.60 0.00 (0.00%)
As of 07/2/2026 04:10 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 Massive. Learn more.
Compare

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)
60
Total
Institutional Inflows
(last 12 months)
$40.06M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$51.70M
Get VGM Insider Trade Alerts

Want to know when executives and insiders are buying or selling Inv Vk Tr Inv stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

VGM Institutional Buying and Selling by Quarter

Inv Vk Tr Inv Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/3/2026NewEdge Advisors LLC69,770$689K0.0%+18.8%0.129%
5/19/2026NewEdge Advisors LLC69,150$683K0.0%+17.8%0.128%
5/19/2026Bank of America Corp DE493,823$4.87M0.0%+3.9%0.911%
5/18/2026Royal Bank of Canada366,523$3.62M0.0%+6.4%0.676%
5/15/2026Quadcap Wealth Management LLC12,257$121K0.0%N/A0.023%
5/14/2026Compound Planning Inc.17,974$177K0.0%+7.0%0.033%
5/13/2026Cetera Investment Advisers187,141$1.85M0.0%+46.0%0.345%
5/13/2026First Trust Advisors LP15,419$152K0.0%-14.5%0.028%
5/1/2026Fifth Third Bancorp8,240$81K0.0%N/A0.015%
4/30/2026Kestra Advisory Services LLC44,756$442K0.0%+123.3%0.083%
4/28/2026Indiana Trust & Investment Management Co122,000$1.20M0.4%-25.4%0.225%
4/27/2026Burford Brothers Inc.46,421$458K0.2%+68.0%0.086%
4/25/2026Keybank National Association OH10,883$107K0.0%-8.4%0.020%
4/24/2026Wealth Care LLC50,000$494K0.4%N/A0.092%
4/20/2026Apella Capital LLC13,000$134K0.0%N/A0.024%
3/17/2026Rockefeller Capital Management L.P.41,448$430K0.0%-9.0%0.076%
3/13/2026World Investment Advisors67,694$702K0.0%+21.2%0.125%
2/25/2026Sit Investment Associates Inc.723,224$7.50M0.1%-0.7%1.334%
2/23/2026Virtu Financial LLC15,643$162K0.0%N/A0.029%
2/19/2026Invesco Ltd.92,786$962K0.0%-8.7%0.171%
2/18/2026Mercer Global Advisors Inc. ADV40,816$423K0.0%-54.9%0.075%
2/18/2026NewEdge Advisors LLC58,715$609K0.0%+36.3%0.108%
2/18/2026Rivernorth Capital Management LLC364,777$3.78M0.2%-61.3%0.673%
2/18/2026Claro Advisors Inc.113,427$1.18M0.2%+32.1%0.209%
2/17/2026Guggenheim Capital LLC1,242,714$12.89M0.1%+5.0%2.292%
2/17/2026Cetera Investment Advisers128,180$1.33M0.0%+11.2%0.236%
2/17/2026Osaic Holdings Inc.61,483$638K0.0%-31.5%0.113%
2/17/2026&PARTNERS25,707$267K0.0%+118.1%0.047%
2/17/2026Royal Bank of Canada344,315$3.57M0.0%+7.1%0.635%
2/13/2026Stifel Financial Corp245,207$2.54M0.0%+0.4%0.452%
2/13/2026Van ECK Associates Corp311,378$3.23M0.0%+11.1%0.574%
2/13/2026Wells Fargo & Company MN599,549$6.22M0.0%-5.0%1.106%
2/12/2026Advisors Asset Management Inc.195,389$2.03M0.0%-1.4%0.360%
2/12/2026Commonwealth Equity Services LLC159,679$1.66M0.0%+9.2%0.294%
2/11/2026Janney Montgomery Scott LLC11,692$121K0.0%-20.4%0.022%
2/11/2026LPL Financial LLC855,464$8.87M0.0%+12.7%1.577%
2/11/2026Closed End Fund Advisors Inc.14,663$152K0.1%N/A0.027%
2/10/2026Northwestern Mutual Wealth Management Co.26,339$273K0.0%+6.5%0.049%
2/9/2026Harbour Investments Inc.25,945$269K0.0%-5.3%0.048%
2/9/2026Carroll Advisory Group LLC22,645$235K0.1%N/A0.042%
Stranded On The Flood Plains of History (Ad)

The petrodollar arrangement that Kissinger brokered in 1974 officially expired in June 2024. China has slashed U.S. Treasury holdings by 45% from peak, and central banks are swapping dollars for gold at the fastest pace since the Cold War. Porter Stansberry believes Trump is channeling more than $3 trillion toward securing the minerals, chips, and infrastructure that make AI possible - and companies at those chokepoints like Vertiv (up 500%), GE Vernova (up 700%), and Arista Networks (up 750%) are already moving. Porter's new briefing names one asset to buy today plus five stocks positioned at the narrowest chokepoints of what he calls the Silicon Dollar.tc pixel

Read Porter's full briefing and get the ticker names today
2/6/2026Kennedy Investment Group10,419$108K0.0%-94.2%0.019%
2/5/2026Cornerstone Wealth Management LLC17,165$178K0.0%+13.8%0.032%
2/5/2026Allworth Financial LP5,688$59K0.0%+727.9%0.010%
2/4/2026World Investment Advisors67,694$702K0.0%+21.2%0.125%
2/2/2026Truist Financial Corp371,022$3.85M0.0%-42.6%0.684%
1/29/2026Comerica Bank5,370$56K0.0%+85.2%0.010%
1/29/2026Camelot Portfolios LLC9,900$103K0.1%N/A0.018%
1/29/2026UBS Group AG568,689$5.90M0.0%+2.8%1.049%
1/29/2026Concurrent Investment Advisors LLC11,176$116K0.0%-12.7%0.021%
1/29/2026Mackay Shields LLC308,543$3.20M0.1%-16.6%0.569%
1/28/2026N.E.W. Advisory Services LLC124,460$1.29M0.1%+150.0%0.230%
1/21/2026Capital Investment Advisory Services LLC66,406$689K0.0%+5.3%0.122%
1/21/2026Indiana Trust & Investment Management Co163,647$1.70M0.5%-5.5%0.302%
1/21/2026Leo Wealth LLC261,050$2.71M0.2%+43.6%0.481%
1/15/2026Allspring Global Investments Holdings LLC140,277$1.46M0.0%-52.6%0.259%
1/14/2026Hennion & Walsh Asset Management Inc.498,772$5.17M0.2%+1,650.4%0.920%
1/8/2026Gridiron Partners LLC149,983$1.56M0.9%-91.3%0.277%
1/7/2026Melone Private Wealth LLC195,377$2.03M0.9%+1.6%0.360%
11/18/2025Advisory Services Network LLC3,000$30K0.0%N/A0.006%
11/17/2025NewEdge Advisors LLC43,070$436K0.0%+86.7%0.079%
11/17/2025Quarry LP48,938$495K0.1%-8.8%0.090%
11/17/2025Mercer Global Advisors Inc. ADV90,513$916K0.0%+32.9%0.167%
11/17/2025Bank of America Corp DE495,908$5.02M0.0%+14.3%0.914%
11/17/2025Ameriprise Financial Inc.382,736$3.87M0.0%+10.0%0.706%
11/14/2025Raymond James Financial Inc.194,901$1.97M0.0%+7.1%0.359%
11/13/2025UBS Group AG553,422$5.60M0.0%+3.9%1.021%
11/13/2025Van ECK Associates Corp280,386$2.84M0.0%+3.4%0.517%
11/13/2025Private Advisor Group LLC69,303$701K0.0%-2.7%0.128%
11/13/2025First Trust Advisors LP17,238$174K0.0%-5.8%0.032%
11/12/2025Claro Advisors LLC85,837$869K0.1%-17.0%0.158%
11/10/2025Compound Planning Inc.16,569$168K0.0%N/A0.031%
11/7/2025Fiera Capital Corp506,647$5.13M0.0%-0.9%0.934%
11/7/2025Calton & Associates Inc.53,934$546K0.1%+145.2%0.099%
11/6/2025Advisors Asset Management Inc.198,085$2.01M0.0%-1.6%0.365%
11/6/2025Stratos Wealth Partners LTD.108,515$1.10M0.0%+6.0%0.200%
11/6/2025Prospera Financial Services Inc29,606$300K0.0%+4.4%0.055%
11/6/2025LexAurum Advisors LLC65,904$667K0.1%-60.7%0.122%
11/5/2025Capital Investment Advisory Services LLC63,048$638K0.1%+3.0%0.116%
11/4/2025Tyche Wealth Partners LLC82,098$831K0.1%+16.3%0.151%
11/4/2025Cornerstone Wealth Management LLC15,089$153K0.0%+46.9%0.028%
11/4/2025High Note Wealth LLC2,954$30K0.0%-58.1%0.005%
11/3/2025Truist Financial Corp645,990$6.54M0.0%-10.7%1.191%
10/28/2025Kennedy Investment Group179,223$1.81M0.7%-12.5%0.330%
10/27/2025Concurrent Investment Advisors LLC12,805$130K0.0%+24.3%0.024%
10/27/2025N.E.W. Advisory Services LLC49,785$504K0.0%+34.8%0.092%
10/23/2025Capital Investment Advisors LLC14,555$147K0.0%+11.5%0.027%
10/22/2025Hennion & Walsh Asset Management Inc.28,495$288K0.0%-49.1%0.053%
10/22/2025Blue Bell Private Wealth Management LLC5,943$60K0.0%-41.2%0.011%
10/22/2025Kercheville Advisors LLC22,082$223K0.1%+51.8%0.041%
10/20/2025Allspring Global Investments Holdings LLC295,861$2.99M0.0%-18.2%0.546%
Your book attached (Ad)

Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.tc pixel

Download the Safe Trade Options Formula book for free before access closes
10/20/2025Absolute Investment Advisers LLC122,348$1.24M0.2%-8.8%0.226%
10/17/2025Melone Private Wealth LLC192,310$1.95M0.9%+2.3%0.355%
10/17/2025Permanent Capital Management LP14,059$142K0.0%N/A0.026%
10/15/2025World Investment Advisors55,834$565K0.0%N/A0.103%
10/14/2025Gridiron Partners LLC1,722,730$17.43M1.3%+1,048.6%3.177%
9/4/2025Osaic Holdings Inc.78,009$742K0.0%+66.6%0.144%
8/18/2025N.E.W. Advisory Services LLC36,931$350K0.0%N/A0.068%
8/15/2025Bank of America Corp DE434,009$4.12M0.0%+28.1%0.800%
8/15/2025Ameriprise Financial Inc.347,826$3.30M0.0%-5.1%0.641%
8/14/2025Raymond James Financial Inc.182,007$1.73M0.0%-2.1%0.336%


VGM Institutional Ownership - Frequently Asked Questions

During the previous two years, 115 institutional investors and hedge funds held shares of Inv Vk Tr Inv. The most heavily invested institutionals were Karpus Management Inc. ($17.30M), Robinson Capital Management LLC ($13.96M), Guggenheim Capital LLC ($12.89M), Pathstone Holdings LLC ($11.25M), LPL Financial LLC ($8.87M), Sit Investment Associates Inc. ($7.50M), and Wells Fargo & Company MN ($6.22M).Learn more on Inv Vk Tr Inv's institutional investors.

38.13% of Inv Vk Tr Inv's stock is owned by institutional investors. Learn more on VGM's institutional investor holdings.

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: Gridiron Partners LLC ($1.57M), Pathstone Holdings LLC ($511.86K), Hennion & Walsh Asset Management Inc. ($473.38K), Guggenheim Capital LLC ($461.10K), Raymond James Financial Inc. ($430.78K), Robinson Capital Management LLC ($425.60K), and LPL Financial LLC ($407.43K).

Institutional investors have bought a total of 3,985,661 shares in the last 24 months. This purchase volume represents approximately $40.06M in transactions.

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: Gridiron Partners LLC ($1.57M), Karpus Management Inc. ($1.28M), Truist Financial Corp ($674.75K), Rivernorth Capital Management LLC ($576.95K), Allspring Global Investments Holdings LLC ($230.08K), Kennedy Investment Group ($218.72K), and LexAurum Advisors LLC ($101.65K).

Institutional investors have sold a total of 5,143,504 shares in the last 24 months. This volume of shares sold represents approximately $51.70M in transactions.


Related Companies

This page (NYSE:VGM) was last updated on 7/5/2026 by MarketBeat.com Staff.
From Our Partners
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Do NOT Buy SpaceX – Do This Instead
SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in coul...
Stansberry Research | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
Trump just signed it
A recent policy development is drawing attention from income-focused investors. According to one analyst, c...
Investors Alley | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
From the man who predicted 2008 crash…
Porter Stansberry, founder of one of the largest financial research firms in the world, says he's breaking the...
Porter & Company | Sponsoredtc pixel
Better than SpaceX? Grab this ticker instead.
Larry Benedict generated $274 million for his clients by finding the trades most investors missed. Now he says...
Brownstone Research | Sponsoredtc pixel