INVESCO CA VAL MUNI INC TR (VCV) Top Institutional Shareholders
INVESCO CA VAL MUNI INC TR (VCV) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $86.25M in VCV holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of VCV tracked by InsiderSet, reporting ownership valued at approximately $28.78M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $29.22M, representing an estimated gain of +1.53% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 87% of the total disclosed VCV value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Advisors Asset Management, Inc., Guggenheim Capital Llc, and several other long-term asset managers with concentrated positions in INVESCO CA VAL MUNI INC TR (VCV).
This page ranks the largest institutional VCV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
55
Total Reported Value
$86.25M
Largest Holder
Morgan Stanley
Largest Position
$28.78M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
63
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 2,756,791 | $28,780,898 | $29,221,985 | +$441,087 | +1.53% | |
| Advisors Asset Management, Inc. | 0.21% | 1,232,902 | $12,871,497 | $13,068,761 | +$197,264 | +1.53% | |
| Guggenheim Capital Llc | 0.10% | 1,170,090 | $12,215,740 | $12,402,954 | +$187,214 | +1.53% | |
| Wells Fargo & Company/Mn | 0.00% | 545,236 | $5,692,255 | $5,779,502 | +$87,247 | +1.53% | |
| Hennion & Walsh Asset Management, Inc. | 0.17% | 471,296 | $4,920,330 | $4,995,738 | +$75,408 | +1.53% | |
| Lpl Financial Llc | 0.00% | 345,208 | $3,603,969 | $3,659,205 | +$55,236 | +1.53% | |
| Ubs Group Ag | 0.00% | 254,257 | $2,654,443 | $2,695,124 | +$40,681 | +1.53% | |
| Bank Of America Corp | 0.00% | 168,098 | $1,754,942 | $1,781,839 | +$26,897 | +1.53% | |
| Osaic Holdings, Inc. | 0.00% | 124,086 | $1,295,492 | $1,315,312 | +$19,820 | +1.53% | |
| Commonwealth Equity Services, Llc | 0.00% | 123,059 | $1,284,740 | $1,304,425 | +$19,685 | +1.53% | |
| D.A. Davidson & Co. | 0.00% | 71,357 | $744,970 | $756,384 | +$11,414 | +1.53% | |
| Cypress Wealth Services, Llc | 0.10% | 70,418 | $735,164 | $746,431 | +$11,267 | +1.53% | |
| Pacific Wealth Strategies Group, Inc. | 0.43% | 66,683 | $696,171 | $706,840 | +$10,669 | +1.53% | |
| Ameriprise Financial Inc | 0.00% | 59,461 | $620,768 | $630,287 | +$9,519 | +1.53% | |
| Evoke Wealth, Llc | 0.01% | 58,162 | $607,215 | $616,517 | +$9,302 | +1.53% | |
| Sanctuary Advisors, Llc | 0.00% | 55,954 | $584,159 | $593,112 | +$8,953 | +1.53% | |
| Raymond James Financial Inc | 0.00% | 48,149 | $502,674 | $510,379 | +$7,705 | +1.53% | |
| Argyle Capital Partners, Llc | 0.35% | 46,164 | $481,952 | $489,338 | +$7,386 | +1.53% | |
| Western Wealth Management, Llc | 0.02% | 44,519 | $464,777 | $471,901 | +$7,124 | +1.53% | |
| Core Wealth Partners Llc | 0.20% | 40,866 | $426,641 | $433,180 | +$6,539 | +1.53% | |
| Procore Advisors, Llc | 0.59% | 36,574 | $381,833 | $387,684 | +$5,851 | +1.53% | |
| Vivaldi Capital Management Lp | 0.05% | 34,560 | $360,805 | $366,336 | +$5,531 | +1.53% | |
| Royal Bank Of Canada | 0.00% | 34,335 | $359,000 | $363,951 | +$4,951 | +1.38% | |
| Clay Northam Wealth Management, Llc | 0.17% | 29,066 | $303,452 | $308,100 | +$4,648 | +1.53% | |
| Cetera Investment Advisers | 0.00% | 26,978 | $281,652 | $285,967 | +$4,315 | +1.53% | |
| Kestra Advisory Services, Llc | 0.00% | 25,704 | $268,345 | $272,462 | +$4,117 | +1.53% | |
| Creative Planning | 0.00% | 22,704 | $237,025 | $240,662 | +$3,637 | +1.53% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 20,620 | $214,659 | $218,572 | +$3,913 | +1.82% | |
| Vanguard Capital Wealth Advisors | 0.19% | 20,000 | $208,800 | $212,000 | +$3,200 | +1.53% | |
| Marex Group Plc | 0.00% | 18,539 | $193,547 | $196,513 | +$2,966 | +1.53% | |
| Nwf Advisory Services Inc. | 0.02% | 17,300 | $180,612 | $183,380 | +$2,768 | +1.53% | |
| Savvy Advisors, Inc. | 0.00% | 17,030 | $177,791 | $180,518 | +$2,727 | +1.53% | |
| Everett Harris & Co | 0.00% | 16,059 | $167,656 | $170,225 | +$2,569 | +1.53% | |
| Mariner, Llc | 0.00% | 15,914 | $166,142 | $168,688 | +$2,546 | +1.53% | |
| Steelpeak Wealth, Llc | 0.01% | 15,800 | $164,952 | $167,480 | +$2,528 | +1.53% | |
| Envestnet Asset Management Inc | 0.00% | 15,686 | $163,762 | $166,272 | +$2,510 | +1.53% | |
| Stifel Financial Corp | 0.00% | 13,586 | $141,836 | $144,012 | +$2,176 | +1.53% | |
| Tcfg Investment Advisors, Llc | 0.05% | 13,456 | $140,484 | $142,634 | +$2,150 | +1.53% | |
| Tcfg Wealth Management, Llc | 0.05% | 13,456 | $140,484 | $142,634 | +$2,150 | +1.53% | |
| Eclectic Associates Inc | 0.02% | 13,197 | $137,777 | $139,888 | +$2,111 | +1.53% | |
| Kercheville Advisors, Llc | 0.04% | 13,000 | $135,720 | $137,800 | +$2,080 | +1.53% | |
| Rb Capital Management, Llc | 0.03% | 12,711 | $132,699 | $134,737 | +$2,038 | +1.54% | |
| Westhill Financial Advisors, Inc. | 0.02% | 11,925 | $124,497 | $126,405 | +$1,908 | +1.53% | |
| Mirador Capital Partners Lp | 0.02% | 11,780 | $122,981 | $124,868 | +$1,887 | +1.53% | |
| Triagen Wealth Management Llc | 0.03% | 10,300 | $107,532 | $109,180 | +$1,648 | +1.53% | |
| Mather Group, Llc. | 0.00% | 8,739 | $91,235 | $92,633 | +$1,398 | +1.53% | |
| Us Bancorp \De\ | 0.00% | 8,700 | $90,828 | $92,220 | +$1,392 | +1.53% | |
| Hollencrest Capital Management | 0.00% | 5,166 | $53,932 | $54,760 | +$828 | +1.53% | |
| International Assets Investment Management, Llc | 0.00% | 2,100 | $21,945 | $22,260 | +$315 | +1.44% | |
| Rockefeller Capital Management L.P. | 0.00% | 1,506 | $15,723 | $15,964 | +$241 | +1.53% |
Frequently asked questions about VCV
Who owns the most VCV stock?
The largest holders of VCV are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INVESCO CA VAL MUNI INC TR (VCV).
Is VCV widely held by superinvestors?
Many widely followed stocks like VCV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly VCV is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.