Invesco Trust for Investment Grade Municipals (VGM) — Institutional Holders, Q2 2026 (page 2)
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 101 to 103. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
VGM 13F holders ranked 101–103 of 103
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | Mascoma Wealth Management#101 · 320 sh | 320 | $3.4K | — | 0.0% |
| 102 | CoreCap Advisors#102 · 292 sh | 292 | $3.1K | — | 0.0% |
| 103 | CVA Family Office#103 · 206 sh | 206 | $2.2K | <0.01% | -48.9% |
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.