VGM Institutional Ownership & Shareholders
INVESCO TRUST FOR INVESTMEN (VGM) is currently held by 98 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $119.24M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Guggenheim Capital Llc is currently the largest disclosed institutional shareholder of VGM tracked by InsiderSet, reporting ownership valued at approximately $11.25M in its June 30, 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 $9.98M, representing an estimated loss of -11.32% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 61% of the total disclosed VGM value among the investors covered in this analysis. Major shareholders include Guggenheim Capital Llc, Hennion & Walsh Asset Management, Inc., Ameriprise Financial Inc, and several other long-term asset managers with concentrated positions in INVESCO TRUST FOR INVESTMEN (VGM).
This page ranks the largest institutional VGM 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
98
Total Reported Value
$119.24M
Largest Holder
Guggenheim Capital Llc
Largest Position
$11.25M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
131
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Guggenheim Capital Llc | 0.07% | 1,061,614 | $11,253,108 | $9,979,172 | -$1,273,936 | -11.32% | |
| Hennion & Walsh Asset Management, Inc. | 0.31% | 1,234,470 | $10,678,166 | $11,604,018 | +$925,852 | +8.67% | |
| Ameriprise Financial Inc | 0.00% | 768,111 | $8,141,979 | $7,220,243 | -$921,736 | -11.32% | |
| Morgan Stanley | 0.00% | 705,017 | $7,473,188 | $6,627,160 | -$846,028 | -11.32% | |
| Lpl Financial Llc | 0.00% | 625,750 | $6,632,946 | $5,882,050 | -$750,896 | -11.32% | |
| Wells Fargo & Company/Mn | 0.00% | 617,864 | $6,549,358 | $5,807,922 | -$741,436 | -11.32% | |
| Sit Investment Associates Inc | 0.12% | 603,608 | $6,398,000 | $5,673,915 | -$724,085 | -11.32% | |
| Ubs Group Ag | 0.00% | 567,497 | $6,015,468 | $5,334,472 | -$680,996 | -11.32% | |
| Bank Of America Corp | 0.00% | 501,856 | $5,319,678 | $4,717,446 | -$602,232 | -11.32% | |
| Royal Bank Of Canada | 0.00% | 382,863 | $4,058,000 | $3,598,912 | -$459,088 | -11.31% | |
| N.E.W. Advisory Services Llc | 0.27% | 373,821 | $3,962,500 | $3,513,917 | -$448,583 | -11.32% | |
| Van Eck Associates Corp | 0.00% | 355,063 | $3,763,668 | $3,337,592 | -$426,076 | -11.32% | |
| Cetera Investment Advisers | 0.00% | 249,317 | $2,642,761 | $2,343,580 | -$299,181 | -11.32% | |
| Stifel Financial Corp | 0.00% | 238,601 | $2,529,158 | $2,242,849 | -$286,309 | -11.32% | |
| Greatmark Investment Partners, Inc. | 0.24% | 259,750 | $2,246,838 | $2,441,650 | +$194,812 | +8.67% | |
| Commonwealth Equity Services, Llc | 0.00% | 205,552 | $2,178,850 | $1,932,189 | -$246,661 | -11.32% | |
| Melone Private Wealth, Llc | 0.76% | 225,013 | $1,946,359 | $2,115,122 | +$168,763 | +8.67% | |
| Raymond James Financial Inc | 0.00% | 170,619 | $1,808,558 | $1,603,819 | -$204,739 | -11.32% | |
| Stratos Wealth Partners, Ltd. | 0.02% | 168,142 | $1,782,305 | $1,580,535 | -$201,770 | -11.32% | |
| Fiera Capital Corp | 0.01% | 154,641 | $1,639,195 | $1,453,625 | -$185,570 | -11.32% | |
| Newedge Advisors, Llc | 0.00% | 136,864 | $1,450,761 | $1,286,522 | -$164,239 | -11.32% | |
| Claro Advisors Inc. | 0.11% | 99,973 | $1,059,709 | $939,746 | -$119,963 | -11.32% | |
| Indiana Trust & Investment Management Co | 0.29% | 122,000 | $1,055,300 | $1,146,800 | +$91,500 | +8.67% | |
| Harbour Investments, Inc. | 0.01% | 99,250 | $1,052,054 | $932,950 | -$119,104 | -11.32% | |
| Osaic Holdings, Inc. | 0.00% | 97,276 | $1,031,144 | $914,394 | -$116,750 | -11.32% | |
| Cutler Capital Management, Llc | 0.24% | 86,117 | $912,843 | $809,500 | -$103,343 | -11.32% | |
| Truist Financial Corp | 0.00% | 101,904 | $881,468 | $957,898 | +$76,430 | +8.67% | |
| Tyche Wealth Partners Llc | 0.12% | 78,648 | $833,669 | $739,291 | -$94,378 | -11.32% | |
| Capital Investment Advisory Services, Llc | 0.05% | 85,020 | $735,423 | $799,188 | +$63,765 | +8.67% | |
| Summit Trail Advisors, Llc | 0.01% | 67,090 | $711,151 | $630,646 | -$80,505 | -11.32% | |
| Whipplewood Advisors, Llc | 0.43% | 73,204 | $633,215 | $688,118 | +$54,903 | +8.67% | |
| World Investment Advisors | 0.01% | 60,725 | $599,353 | $570,815 | -$28,538 | -4.76% | |
| Baird Financial Group, Inc. | 0.00% | 56,200 | $595,720 | $528,280 | -$67,440 | -11.32% | |
| Pnc Financial Services Group, Inc. | 0.00% | 53,427 | $566,326 | $502,214 | -$64,112 | -11.32% | |
| Wealth Care Llc | 0.43% | 50,000 | $530,000 | $470,000 | -$60,000 | -11.32% | |
| Private Advisor Group, Llc | 0.00% | 48,373 | $512,753 | $454,706 | -$58,047 | -11.32% | |
| Lexaurum Advisors, Llc | 0.06% | 57,100 | $493,914 | $536,740 | +$42,826 | +8.67% | |
| Kestra Advisory Services, Llc | 0.00% | 44,981 | $476,794 | $422,821 | -$53,973 | -11.32% | |
| Mercer Global Advisors Inc | 0.00% | 41,901 | $444,150 | $393,869 | -$50,281 | -11.32% | |
| Burford Brothers, Inc. | 0.15% | 46,421 | $401,542 | $436,357 | +$34,815 | +8.67% | |
| Wealth Alliance Advisory Group, Llc | 0.06% | 46,125 | $398,981 | $433,575 | +$34,594 | +8.67% | |
| Melfa Wealth Management, Inc. | 0.21% | 37,360 | $396,016 | $351,184 | -$44,832 | -11.32% | |
| Focus Partners Wealth | 0.00% | 36,149 | $383,182 | $339,801 | -$43,381 | -11.32% | |
| Cornerstone Wealth Management, Llc | 0.02% | 33,238 | $352,318 | $312,437 | -$39,881 | -11.32% | |
| Sovereign Financial Group, Inc. | 0.05% | 30,892 | $327,457 | $290,385 | -$37,072 | -11.32% | |
| Rockefeller Capital Management L.P. | 0.00% | 29,704 | $314,865 | $279,218 | -$35,647 | -11.32% | |
| Prospera Financial Services Inc | 0.00% | 29,606 | $313,829 | $278,296 | -$35,533 | -11.32% | |
| &Partners | 0.00% | 29,208 | $309,603 | $274,555 | -$35,048 | -11.32% | |
| Jane Street Group, Llc | 0.00% | 26,388 | $279,713 | $248,047 | -$31,666 | -11.32% | |
| Worth Asset Management, Llc | 0.08% | 31,009 | $268,230 | $291,485 | +$23,255 | +8.67% |
Frequently asked questions about VGM
Who are the largest institutional holders of VGM?
The largest institutional holders of VGM reported in the latest SEC Form 13F filings include Guggenheim Capital Llc, Hennion & Walsh Asset Management, Inc., Ameriprise Financial Inc, Morgan Stanley, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported VGM position.
What is VGM institutional ownership?
This page tracks VGM positions reported by institutional investment managers through SEC Form 13F. INVESCO TRUST FOR INVESTMEN (VGM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own VGM?
InsiderSet currently tracks 98 institutional managers reporting VGM holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of VGM shareholders.
How much VGM stock do institutions own?
Institutional investment managers disclosed approximately $119.24M in VGM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was VGM institutional ownership last updated?
The latest VGM institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional VGM holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its VGM position after the reporting date.
Are institutions buying or selling VGM?
Institutional buying and selling can be analyzed by comparing VGM positions across consecutive 13F reporting periods. InsiderSet's VGM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View VGM ownership changes.
How has VGM institutional ownership changed over time?
InsiderSet tracks VGM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.