Inv Vk Tr Inv (VGM) Institutional Ownership $10.04 -0.02 (-0.20%) Closing price 05/22/2026 03:58 PM EasternExtended Trading$10.06 +0.02 (+0.21%) As of 05/22/2026 06:25 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. Add Compare Share Share Ownership Stock AnalysisChartCompetitorsDividendOwnershipSEC 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)60TotalInstitutional Inflows(last 12 months)$39.95MNumber ofInstitutional Sellers(last 12 months)34TotalInstitutional 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? 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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 ExportReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/19/2026 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% 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. 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% 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% Your $29.97 book is free today (Ad)Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options can give you up to 12 times the leverage of stocks — with a fraction of the capital tied up. This free guide lays it all out in plain English — from A to Z, with step-by-step examples you can follow in your own account.Normally $29.97. Today it's free. Grab your copy now.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% 1/21/2026 Leo 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% 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% The REAL Reason Trump is Invading Iran (Ad)For a moment… Forget about Trump’s ties to Israel. Forget about reports of Iran’s nuclear program. Because my research has led me to believe we’re risking World War 3 with Iran for a completely different reason.Click here to find out what it is.10/17/2025 Melone Private Wealth LLC192,310$1.95M0.9%+2.3%0.355% 10/17/2025 Permanent Capital Management LP14,059$142K0.0%N/A0.026% 10/15/2025 World Investment Advisors55,834$565K0.0%N/A0.103% 10/14/2025 Gridiron Partners LLC1,722,730$17.43M1.3%+1,048.6%3.177% 9/4/2025 Osaic Holdings Inc.78,009$742K0.0%+66.6%0.144% 8/18/2025 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% 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 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. 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: 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). How much institutional buying is happening at Inv Vk Tr Inv? Institutional investors have bought a total of 3,974,606 shares in the last 24 months. This purchase volume represents approximately $39.95M 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: 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). How much institutional selling is happening at Inv Vk Tr Inv? 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 Tri Continental Institutional Ownership BlackRock MuniYield Quality Fund Institutional Ownership General American Investors Institutional Ownership BlackRock MuniYield Quality Fund III Institutional Ownership Inv Vk Mun Opp Institutional Ownership Invvlu Mu Incm Institutional Ownership TOYO Institutional Ownership Western Asset Managed Municipals Fund Institutional Ownership BlackRock MuniAssets Fund Institutional Ownership Inv Vk Mun Tr Institutional Ownership This page (NYSE:VGM) was last updated on 5/25/2026 by MarketBeat.com Staff. 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