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Inv Vk Tr Inv (VGM) Institutional Ownership

Inv Vk Tr Inv logo
$9.01 +0.16 (+1.75%)
Closing price 03:59 PM Eastern
Extended Trading
$9.02 +0.01 (+0.17%)
As of 05:49 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.
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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)
50
Total
Institutional Inflows
(last 12 months)
$21.83M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$34.82M
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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
10/7/2026Worth Asset Management LLC31,009$268K0.1%-38.0%0.057%
10/2/2026 Private Client Services LLC11,594$100K0.0%N/A0.021%
9/9/2026NewEdge Advisors LLC136,864$1.45M0.0%+96.2%0.252%
9/9/2026Baird Financial Group Inc.56,200$596K0.0%+9.6%0.104%
8/22/2026Concurrent Investment Advisors LLC13,826$147K0.0%+12.2%0.025%
8/20/2026Susquehanna International Group LLP11,949$127K0.0%N/A0.022%
8/19/2026Van ECK Associates Corp355,063$3.76M0.0%+13.4%0.655%
7/9/2026Melone Private Wealth LLC231,002$2.45M0.8%+33.6%0.426%
7/9/2026Hennion & Walsh Asset Management Inc.1,247,281$13.22M0.4%+27.5%2.300%
7/9/2026Worth Asset Management LLC50,005$530K0.2%N/A0.092%
7/8/2026Clark Asset Management LLC11,633$123K0.0%N/A0.021%
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%
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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%
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%
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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%


VGM Institutional Ownership - Frequently Asked Questions

During the previous two years, 112 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), Hennion & Walsh Asset Management Inc. ($13.22M), Guggenheim Capital LLC ($12.89M), Pathstone Holdings LLC ($11.25M), LPL Financial LLC ($8.87M), and Sit Investment Associates Inc. ($7.50M).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 95 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), Hennion & Walsh Asset Management Inc. ($739.34K), Pathstone Holdings LLC ($511.86K), 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 2,116,655 shares in the last 24 months. This purchase volume represents approximately $21.83M in transactions.

Of the 29 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), Rivernorth Capital Management LLC ($576.95K), Truist Financial Corp ($352.24K), Allspring Global Investments Holdings LLC ($221.39K), Kennedy Investment Group ($194.50K), LexAurum Advisors LLC ($101.65K), and Mackay Shields LLC ($61.62K).

Institutional investors have sold a total of 3,371,314 shares in the last 24 months. This volume of shares sold represents approximately $34.82M in transactions.


Related Companies

Institutional ownership data for NYSE:VGM is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/7/2026. New 13F filings are added each quarter as they're published.
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