Invesco Trust for Investment Grade Municipals (VGM) — Institutional Holders, Q2 2026
103 institutional investment managers reported a VGM position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $128.5M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
VGM in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- Hennion & Walsh Asset ManagementAdded · +269,066 sh+$2.9M
- AMERIPRISE FINANCIALAdded · +250,346 sh+$2.7M
- N.E.W. Advisory ServicesAdded · +143,863 sh+$1.5M
- Fiera CapitalAdded · +65,471 sh+$694.0K
- Cetera Investment AdvisersAdded · +62,176 sh+$659.1K
Biggest sellers
- MACKAY SHIELDSSold out · -209,167 sh-$2.2M
- Gridiron PartnersTrimmed · -102,697 sh-$1.1M
- GUGGENHEIM CAPITALTrimmed · -99,338 sh-$1.1M
- SIT INVESTMENT ASSOCIATESTrimmed · -65,822 sh-$697.7K
- LPL FinancialTrimmed · -64,760 sh-$686.5K
VGM 13F holders ranked 1–100 of 103
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | Hennion & Walsh Asset Management#1 · 1,247,281 sh | 1,247,281 | $13.2M | — | +27.5% |
| 2 | GUGGENHEIM CAPITAL#2 · 1,061,614 sh | 1,061,614 | $11.3M | 0.07% | -8.6% |
| 3 | AMERIPRISE FINANCIAL#3 · 768,111 sh | 768,111 | $8.1M | <0.01% | +48.4% |
| 4 | MORGAN STANLEY#4 · 705,017 sh | 705,017 | $7.5M | <0.01% | +2.7% |
| 5 | LPL Financial#5 · 625,750 sh | 625,750 | $6.6M | <0.01% | -9.4% |
| 6 | WELLS FARGO & COMPANY#6 · 617,864 sh | 617,864 | $6.5M | <0.01% | +7.9% |
| 7 | SIT INVESTMENT ASSOCIATES#7 · 603,608 sh | 603,608 | $6.4M | 0.12% | -9.8% |
| 8 | UBS Group AG#8 · 567,497 sh | 567,497 | $6.0M | <0.01% | -0.8% |
| 9 | BANK OF AMERICA#9 · 501,856 sh | 501,856 | $5.3M | <0.01% | +1.6% |
| 10 | ROYAL BANK OF CANADA#10 · 382,863 sh | 382,863 | $4.1M | <0.01% | +4.5% |
| 11 | N.E.W. Advisory Services#11 · 373,821 sh | 373,821 | $4.0M | 0.27% | +62.6% |
| 12 | VAN ECK ASSOCIATES#12 · 355,063 sh | 355,063 | $3.8M | <0.01% | +13.4% |
| 13 | Cetera Investment Advisers#13 · 249,317 sh | 249,317 | $2.6M | <0.01% | +33.2% |
| 14 | GREATMARK INVESTMENT PARTNERS#14 · 248,750 sh | 248,750 | $2.6M | 0.29% | 0.0% |
| 15 | STIFEL FINANCIAL#15 · 238,601 sh | 238,601 | $2.5M | <0.01% | +0.7% |
| 16 | Melone Private Wealth#16 · 231,002 sh | 231,002 | $2.4M | — | +33.6% |
| 17 | COMMONWEALTH EQUITY SERVICES#17 · 205,552 sh | 205,552 | $2.2M | <0.01% | +21.5% |
| 18 | Advisors Asset Management#18 · 194,328 sh | 194,328 | $2.1M | 0.03% | +0.2% |
| 19 | RAYMOND JAMES FINANCIAL#19 · 170,619 sh | 170,619 | $1.8M | <0.01% | +14.2% |
| 20 | Stratos Wealth Partners, LTD.#20 · 168,142 sh | 168,142 | $1.8M | 0.02% | +3.3% |
| 21 | Fiera Capital#21 · 154,641 sh | 154,641 | $1.6M | <0.01% | +73.4% |
| 22 | NewEdge Advisors#22 · 136,864 sh | 136,864 | $1.5M | <0.01% | +97.9% |
| 23 | Indiana & Investment Management#23 · 122,000 sh | 122,000 | $1.3M | — | 0.0% |
| 24 | Regatta Research & Money Management#24 · 113,376 sh | 113,376 | $1.2M | 1.14% | — |
| 25 | Claro Advisors#25 · 99,973 sh | 99,973 | $1.1M | 0.11% | -11.2% |
| 26 | HARBOUR INVESTMENTS#26 · 99,250 sh | 99,250 | $1.1M | 0.01% | +0.3% |
| 27 | OSAIC#27 · 97,276 sh | 97,276 | $1.0M | <0.01% | +12.0% |
| 28 | TRUIST FINANCIAL#28 · 96,104 sh | 96,104 | $1.0M | <0.01% | -14.5% |
| 29 | Cutler Capital Management#29 · 86,117 sh | 86,117 | $912.8K | 0.24% | 0.0% |
| 30 | PNC FINANCIAL SERVICES GROUP#30 · 84,821 sh | 84,821 | $899.1K | <0.01% | 0.0% |
| 31 | Tyche Wealth Partners#31 · 78,648 sh | 78,648 | $833.7K | 0.12% | -4.2% |
| 32 | Whipplewood Advisors#32 · 69,481 sh | 69,481 | $736.5K | — | -1.3% |
| 33 | Summit Trail Advisors#33 · 67,090 sh | 67,090 | $711.2K | <0.01% | +63.5% |
| 34 | Capital Investment Advisory Services#34 · 65,738 sh | 65,738 | $696.8K | 0.04% | -4.9% |
| 35 | World Investment Advisors#35 · 60,725 sh | 60,725 | $599.4K | <0.01% | -10.8% |
| 36 | Baird Financial Group#36 · 56,200 sh | 56,200 | $595.7K | <0.01% | +9.6% |
| 37 | LexAurum Advisors#37 · 55,976 sh | 55,976 | $593.3K | — | +1.9% |
| 38 | Worth Asset Management#38 · 50,005 sh | 50,005 | $530.1K | — | New |
| 39 | Wealth Care#39 · 50,000 sh | 50,000 | $530.0K | 0.43% | 0.0% |
| 40 | Private Advisor Group#40 · 48,373 sh | 48,373 | $512.8K | <0.01% | -29.6% |
| 41 | Burford Brothers#41 · 46,421 sh | 46,421 | $492.1K | — | 0.0% |
| 42 | Kestra Advisory Services#42 · 44,981 sh | 44,981 | $476.8K | <0.01% | +0.5% |
| 43 | Wealth Alliance Advisory Group#43 · 44,891 sh | 44,891 | $475.8K | — | +185.3% |
| 44 | MERCER GLOBAL ADVISORS#44 · 41,901 sh | 41,901 | $444.1K | <0.01% | +3.3% |
| 45 | MELFA WEALTH MANAGEMENT#45 · 37,360 sh | 37,360 | $396.0K | 0.21% | 0.0% |
| 46 | Focus Partners Wealth#46 · 36,149 sh | 36,149 | $383.2K | <0.01% | +1.5% |
| 47 | Cornerstone Wealth Management#47 · 33,238 sh | 33,238 | $352.3K | 0.02% | +9.3% |
| 48 | Sovereign Financial Group#48 · 30,892 sh | 30,892 | $327.5K | 0.05% | +0.1% |
| 49 | Rockefeller Capital Management L.P.#49 · 29,704 sh | 29,704 | $314.9K | <0.01% | -20.3% |
| 50 | Prospera Financial Services#50 · 29,606 sh | 29,606 | $313.8K | <0.01% | 0.0% |
| 51 | WILEY BROS.-AINTREE CAPITAL#51 · 29,208 sh | 29,208 | $309.6K | <0.01% | +0.5% |
| 52 | Gridiron Partners#52 · 27,029 sh | 27,029 | $286.5K | — | -79.2% |
| 53 | JANE STREET GROUP#53 · 26,388 sh | 26,388 | $279.7K | 0.00% | +29.6% |
| 54 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#54 · 24,672 sh | 24,672 | $261.5K | <0.01% | +1.0% |
| 55 | Carroll Advisory Group#55 · 23,329 sh | 23,329 | $247.3K | — | +3.0% |
| 56 | WealthBridge Capital Management#56 · 22,500 sh | 22,500 | $238.5K | — | 0.0% |
| 57 | Kercheville Advisors#57 · 22,174 sh | 22,174 | $235.0K | — | +0.1% |
| 58 | GILL CAPITAL PARTNERS#58 · 19,982 sh | 19,982 | $211.8K | — | +100.0% |
| 59 | Nuveen#59 · 18,694 sh | 18,694 | $198.2K | 0.00% | 0.0% |
| 60 | Compound Planning#60 · 18,351 sh | 18,351 | $194.5K | <0.01% | +2.1% |
| 61 | AlphaCore Capital#61 · 17,313 sh | 17,313 | $183.5K | <0.01% | +1.9% |
| 62 | Janney Montgomery Scott#62 · 15,429 sh | 15,429 | $164.0K | <0.01% | +29.3% |
| 63 | Institute for Wealth Management#63 · 15,100 sh | 15,100 | $160.1K | 0.01% | 0.0% |
| 64 | Wealthspire Advisors#64 · 15,000 sh | 15,000 | $159.0K | <0.01% | 0.0% |
| 65 | Dynamic Advisor Solutions#65 · 14,050 sh | 14,050 | $148.9K | — | -0.7% |
| 66 | Concurrent Investment Advisors#66 · 13,826 sh | 13,826 | $146.6K | — | +12.2% |
| 67 | Capital Investment Advisors#67 · 13,795 sh | 13,795 | $146.2K | — | 0.0% |
| 68 | Closed-End Fund Advisors#68 · 13,663 sh | 13,663 | $144.8K | 0.14% | 0.0% |
| 69 | Zullo Investment Group#69 · 13,500 sh | 13,500 | $143.1K | — | 0.0% |
| 70 | Apella Capital#70 · 13,000 sh | 13,000 | $138.2K | — | 0.0% |
| 71 | Quadcap Wealth Management#71 · 12,488 sh | 12,488 | $132.4K | 0.01% | +1.9% |
| 72 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#72 · 11,949 sh | 11,949 | $126.7K | 0.00% | New |
| 73 | XTX Topco Ltd#73 · 11,755 sh | 11,755 | $124.6K | <0.01% | New |
| 74 | Clark Asset Management#74 · 11,633 sh | 11,633 | $123.3K | — | New |
| 75 | Cambridge Investment Research Advisors#75 · 11,466 sh | 11,466 | $122.0K | <0.01% | -25.3% |
| 76 | WEDBUSH SECURITIES#76 · 11,000 sh | 11,000 | $117.0K | — | 0.0% |
| 77 | Integrated Wealth Concepts#77 · 11,010 sh | 11,010 | $116.7K | <0.01% | 0.0% |
| 78 | WMG Financial Advisors#78 · 10,948 sh | 10,948 | $116.0K | 0.04% | 0.0% |
| 79 | KEYBANK NATIONAL ASSOCIATION#79 · 10,883 sh | 10,883 | $115.4K | <0.01% | 0.0% |
| 80 | Leading Edge Financial Planning#80 · 10,203 sh | 10,203 | $108.2K | — | New |
| 81 | Mountain Hill Investment Partners#81 · 7,000 sh | 7,000 | $74.2K | — | 0.0% |
| 82 | NBC SECURITIES#82 · 6,227 sh | 6,227 | $66.0K | — | 0.0% |
| 83 | FIFTH THIRD BANCORP#83 · 5,370 sh | 5,370 | $56.9K | <0.01% | -34.8% |
| 84 | Penserra Capital Management#84 · 4,134 sh | 4,134 | $43.0K | <0.01% | +200.0% |
| 85 | IFP Advisors#85 · 3,009 sh | 3,009 | $31.9K | — | -17.2% |
| 86 | Aberdeen Wealth Management#86 · 2,850 sh | 2,850 | $30.2K | 0.01% | New |
| 87 | IFG Advisory#87 · 2,785 sh | 2,785 | $29.5K | <0.01% | New |
| 88 | High Note Wealth#88 · 2,464 sh | 2,464 | $26.1K | <0.01% | -4.4% |
| 89 | EASTERN BANK#89 · 2,186 sh | 2,186 | $23.2K | — | 0.0% |
| 90 | US BANCORP \DE\#90 · 2,041 sh | 2,041 | $21.6K | 0.00% | 0.0% |
| 91 | PRIVATE NA#91 · 1,915 sh | 1,915 | $20.3K | — | 0.0% |
| 92 | Essential Investment Partners#92 · 1,000 sh | 1,000 | $10.6K | — | 0.0% |
| 93 | CULLEN/FROST BANKERS#93 · 1,000 sh | 1,000 | $10.6K | <0.01% | 0.0% |
| 94 | CITY HOLDING#94 · 1,000 sh | 1,000 | $10.6K | — | 0.0% |
| 95 | Ancora Advisors#95 · 982 sh | 982 | $10.4K | <0.01% | New |
| 96 | ROTHSCHILD INVESTMENT#96 · 800 sh | 800 | $8.5K | <0.01% | 0.0% |
| 97 | Allworth Financial#97 · 692 sh | 692 | $7.3K | 0.00% | -93.5% |
| 98 | HIGHLINE WEALTH PARTNERS#98 · 570 sh | 570 | $6.0K | — | 0.0% |
| 99 | ACTION POINT FINANCIAL PLANNING#99 · 386 sh | 386 | $4.1K | <0.01% | New |
| 100 | Smartleaf Asset Management#100 · 381 sh | 381 | $4.0K | <0.01% | 0.0% |
Funds that sold out of VGM in Q2 2026 (13)
Held VGM at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| MACKAY SHIELDS209,167 sh | 209,167 | $2.1M |
| CALTON & ASSOCIATES42,637 sh | 42,637 | $420.8K |
| Invesco Ltd.41,701 sh | 41,701 | $411.6K |
| Virtu Financial21,485 sh | 21,485 | $212.0K |
| FIRST ADVISORS15,419 sh | 15,419 | $152.2K |
| Fisher Asset Management14,352 sh | 14,352 | $141.7K |
| KENNEDY INVESTMENT GROUP10,619 sh | 10,619 | $104.8K |
| HUNTINGTON NATIONAL BANK4,500 sh | 4,500 | $44.4K |
| Advisory Services Network4,215 sh | 4,215 | $41.6K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME585 sh | 585 | $5.8K |
| MAI Capital Management542 sh | 542 | $5.3K |
| Elevated Capital Advisors375 sh | 375 | $3.7K |
| JONES FINANCIAL COMPANIES LLLP1 sh | 1 | $6.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.