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Inv Vk Tr Inv (VGM) Institutional Ownership

Inv Vk Tr Inv logo
$9.11 +0.04 (+0.44%)
As of 02:23 PM Eastern
This is a fair market value 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)
$38.19M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$34.65M
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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
9/9/2026 NewEdge Advisors LLC136,864$1.45M0.0%+96.2%0.252%
9/9/2026 Baird Financial Group Inc.56,200$596K0.0%+9.6%0.104%
8/22/2026 Concurrent Investment Advisors LLC13,826$147K0.0%+12.2%0.025%
8/20/2026 Susquehanna International Group LLP11,949$127K0.0%N/A0.022%
8/19/2026 Van ECK Associates Corp355,063$3.76M0.0%+13.4%0.655%
7/9/2026 Melone Private Wealth LLC231,002$2.45M0.8%+33.6%0.426%
7/9/2026 Hennion & Walsh Asset Management Inc.1,247,281$13.22M0.4%+27.5%2.300%
7/9/2026 Worth Asset Management LLC50,005$530K0.2%N/A0.092%
7/8/2026 Clark Asset Management LLC11,633$123K0.0%N/A0.021%
6/3/2026 NewEdge Advisors LLC69,770$689K0.0%+18.8%0.129%
5/19/2026 NewEdge Advisors LLC69,150$683K0.0%+17.8%0.128%
5/19/2026 Bank of America Corp DE493,823$4.87M0.0%+3.9%0.911%
5/18/2026 Royal Bank of Canada366,523$3.62M0.0%+6.4%0.676%
5/15/2026 Quadcap Wealth Management LLC12,257$121K0.0%N/A0.023%
5/14/2026 Compound Planning Inc.17,974$177K0.0%+7.0%0.033%
5/13/2026 Cetera Investment Advisers187,141$1.85M0.0%+46.0%0.345%
5/13/2026 First Trust Advisors LP15,419$152K0.0%-14.5%0.028%
5/1/2026 Fifth Third Bancorp8,240$81K0.0%N/A0.015%
4/30/2026 Kestra Advisory Services LLC44,756$442K0.0%+123.3%0.083%
4/28/2026 Indiana Trust & Investment Management Co122,000$1.20M0.4%-25.4%0.225%
4/27/2026 Burford Brothers Inc.46,421$458K0.2%+68.0%0.086%
4/25/2026 Keybank National Association OH10,883$107K0.0%-8.4%0.020%
4/24/2026 Wealth Care LLC50,000$494K0.4%N/A0.092%
4/20/2026 Apella Capital LLC13,000$134K0.0%N/A0.024%
3/17/2026 Rockefeller Capital Management L.P.41,448$430K0.0%-9.0%0.076%
3/13/2026 World Investment Advisors67,694$702K0.0%+21.2%0.125%
2/25/2026 Sit Investment Associates Inc.723,224$7.50M0.1%-0.7%1.334%
2/23/2026 Virtu Financial LLC15,643$162K0.0%N/A0.029%
2/19/2026 Invesco Ltd.92,786$962K0.0%-8.7%0.171%
2/18/2026 Mercer Global Advisors Inc. ADV40,816$423K0.0%-54.9%0.075%
2/18/2026 NewEdge Advisors LLC58,715$609K0.0%+36.3%0.108%
2/18/2026 Rivernorth Capital Management LLC364,777$3.78M0.2%-61.3%0.673%
2/18/2026 Claro Advisors Inc.113,427$1.18M0.2%+32.1%0.209%
2/17/2026 Guggenheim Capital LLC1,242,714$12.89M0.1%+5.0%2.292%
2/17/2026 Cetera Investment Advisers128,180$1.33M0.0%+11.2%0.236%
2/17/2026 Osaic Holdings Inc.61,483$638K0.0%-31.5%0.113%
2/17/2026 &PARTNERS25,707$267K0.0%+118.1%0.047%
2/17/2026 Royal Bank of Canada344,315$3.57M0.0%+7.1%0.635%
2/13/2026 Stifel Financial Corp245,207$2.54M0.0%+0.4%0.452%
2/13/2026 Van ECK Associates Corp311,378$3.23M0.0%+11.1%0.574%
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2/13/2026 Wells Fargo & Company MN599,549$6.22M0.0%-5.0%1.106%
2/12/2026 Advisors Asset Management Inc.195,389$2.03M0.0%-1.4%0.360%
2/12/2026 Commonwealth Equity Services LLC159,679$1.66M0.0%+9.2%0.294%
2/11/2026 Janney Montgomery Scott LLC11,692$121K0.0%-20.4%0.022%
2/11/2026 LPL Financial LLC855,464$8.87M0.0%+12.7%1.577%
2/11/2026 Closed End Fund Advisors Inc.14,663$152K0.1%N/A0.027%
2/10/2026 Northwestern Mutual Wealth Management Co.26,339$273K0.0%+6.5%0.049%
2/9/2026 Harbour Investments Inc.25,945$269K0.0%-5.3%0.048%
2/9/2026 Carroll Advisory Group LLC22,645$235K0.1%N/A0.042%
2/6/2026 Kennedy Investment Group10,419$108K0.0%-94.2%0.019%
2/5/2026 Cornerstone Wealth Management LLC17,165$178K0.0%+13.8%0.032%
2/5/2026 Allworth Financial LP5,688$59K0.0%+727.9%0.010%
2/4/2026 World Investment Advisors67,694$702K0.0%+21.2%0.125%
2/2/2026 Truist Financial Corp371,022$3.85M0.0%-42.6%0.684%
1/29/2026Comerica Bank5,370$56K0.0%+85.2%0.010%
1/29/2026 Camelot Portfolios LLC9,900$103K0.1%N/A0.018%
1/29/2026 UBS Group AG568,689$5.90M0.0%+2.8%1.049%
1/29/2026 Concurrent Investment Advisors LLC11,176$116K0.0%-12.7%0.021%
1/29/2026 Mackay Shields LLC308,543$3.20M0.1%-16.6%0.569%
1/28/2026 N.E.W. Advisory Services LLC124,460$1.29M0.1%+150.0%0.230%
1/21/2026 Capital Investment Advisory Services LLC66,406$689K0.0%+5.3%0.122%
1/21/2026 Indiana 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%
1/15/2026 Allspring Global Investments Holdings LLC140,277$1.46M0.0%-52.6%0.259%
1/14/2026 Hennion & Walsh Asset Management Inc.498,772$5.17M0.2%+1,650.4%0.920%
1/8/2026 Gridiron Partners LLC149,983$1.56M0.9%-91.3%0.277%
1/7/2026 Melone Private Wealth LLC195,377$2.03M0.9%+1.6%0.360%
11/18/2025 Advisory Services Network LLC3,000$30K0.0%N/A0.006%
11/17/2025 NewEdge Advisors LLC43,070$436K0.0%+86.7%0.079%
11/17/2025 Quarry LP48,938$495K0.1%-8.8%0.090%
11/17/2025 Mercer Global Advisors Inc. ADV90,513$916K0.0%+32.9%0.167%
11/17/2025 Bank of America Corp DE495,908$5.02M0.0%+14.3%0.914%
11/17/2025 Ameriprise Financial Inc.382,736$3.87M0.0%+10.0%0.706%
11/14/2025 Raymond James Financial Inc.194,901$1.97M0.0%+7.1%0.359%
11/13/2025 UBS Group AG553,422$5.60M0.0%+3.9%1.021%
11/13/2025 Van ECK Associates Corp280,386$2.84M0.0%+3.4%0.517%
11/13/2025 Private Advisor Group LLC69,303$701K0.0%-2.7%0.128%
11/13/2025 First Trust Advisors LP17,238$174K0.0%-5.8%0.032%
11/12/2025 Claro Advisors LLC85,837$869K0.1%-17.0%0.158%
11/10/2025 Compound Planning Inc.16,569$168K0.0%N/A0.031%
11/7/2025 Fiera Capital Corp506,647$5.13M0.0%-0.9%0.934%
11/7/2025 Calton & Associates Inc.53,934$546K0.1%+145.2%0.099%
11/6/2025 Advisors Asset Management Inc.198,085$2.01M0.0%-1.6%0.365%
11/6/2025 Stratos Wealth Partners LTD.108,515$1.10M0.0%+6.0%0.200%
11/6/2025 Prospera Financial Services Inc29,606$300K0.0%+4.4%0.055%
11/6/2025 LexAurum Advisors LLC65,904$667K0.1%-60.7%0.122%
11/5/2025 Capital Investment Advisory Services LLC63,048$638K0.1%+3.0%0.116%
11/4/2025 Tyche Wealth Partners LLC82,098$831K0.1%+16.3%0.151%
11/4/2025 Cornerstone Wealth Management LLC15,089$153K0.0%+46.9%0.028%
11/4/2025 High Note Wealth LLC2,954$30K0.0%-58.1%0.005%
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11/3/2025 Truist Financial Corp645,990$6.54M0.0%-10.7%1.191%
10/28/2025 Kennedy Investment Group179,223$1.81M0.7%-12.5%0.330%
10/27/2025 Concurrent Investment Advisors LLC12,805$130K0.0%+24.3%0.024%
10/27/2025 N.E.W. Advisory Services LLC49,785$504K0.0%+34.8%0.092%
10/23/2025 Capital Investment Advisors LLC14,555$147K0.0%+11.5%0.027%
10/22/2025 Hennion & Walsh Asset Management Inc.28,495$288K0.0%-49.1%0.053%
10/22/2025 Blue Bell Private Wealth Management LLC5,943$60K0.0%-41.2%0.011%
10/22/2025 Kercheville Advisors LLC22,082$223K0.1%+51.8%0.041%
10/20/2025 Allspring Global Investments Holdings LLC295,861$2.99M0.0%-18.2%0.546%
10/20/2025 Absolute Investment Advisers LLC122,348$1.24M0.2%-8.8%0.226%


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 3,733,642 shares in the last 24 months. This purchase volume represents approximately $38.19M in transactions.

Of the 28 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 3,352,318 shares in the last 24 months. This volume of shares sold represents approximately $34.65M in transactions.


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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 9/9/2026. New 13F filings are added each quarter as they're published.
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