$VGM

$9.26 +$0.25 (2.77%) Close

$VGM Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 54.2M shares outstanding

Who owns VGM?

By type of holder

Institutions 22.3% Insiders 0.0% Everyone else 77.7%

Concentration Top 10 holders own 13.1%

Hennion & Walsh Asset Management, Inc. 2.3% · Guggenheim Capital LLC 2.0%

Institutional ownership

22.3%

+0.5 pts vs last qtr

Institutional holders

101

-7 vs last qtr

Net shares bought

+283.3K

by institutions in Q2 2026

New / sold out

8 / 15

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Hennion & Walsh Asset Management, Inc. +269.1K
Ameriprise Financial Inc +250.3K

Biggest sellers in Q2 2026

Leo Wealth, LLC SOLD OUT −319.3K
MacKay Shields LLC SOLD OUT −209.2K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Invesco Trust for Investment Grade Municipals in the last 12 months.

Is your stake being diluted?

There are not yet two fiscal years of reported share counts for Invesco Trust for Investment Grade Municipals.

How patient are the owners?

Institutional shares by how long they've been held

5+ years62% 3–5 years8% 1–3 years23% Under 1 year7%

Quarterly turnover

10.7%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting VGM on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
HW Hennion & Walsh Asset Management, Inc.	1.2M	2.30%	+269.1K (+27.5%)	2023	0.4%
Shares held by quarter Peak holding1.2M (Q2'26) Change over 8 quarters+1.2M Share of the company2.300% Hennion & Walsh Asset Management, Inc.'s full portfolio →
GC Guggenheim Capital LLC	1.1M	1.96%	−99.3K (−8.6%)	≤2021	0.1%
Shares held by quarter Peak holding1.2M (Q4'25) Change over 8 quarters+525.8K Share of the company1.960% Guggenheim Capital LLC's full portfolio →

Hennion & Walsh Asset Management, Inc.

1.2M

% of company

2.30%

Change vs last qtr

+269.1K (+27.5%)

Held since

2023

Guggenheim Capital LLC

1.1M

% of company

1.96%

Change vs last qtr

−99.3K (−8.6%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Invesco Trust for Investment Grade Municipals, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting VGM on Form N-PORT; together they hold 1.4% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VC VanEck CEF Muni Income ETF VanEck ETF Trust	$3.67M	363.1K	0.67%	1.67%	July 31, 2026
NM NYLI MacKay High Yield Muni Bond Fund New York Life Investments Funds Trust	$1.41M	137.5K	0.25%	0.02%	January 31, 2026

VanEck CEF Muni Income ETF

VanEck ETF Trust

Position value

$3.67M

% of company

0.67%

% of the fund

1.67%

As of

July 31, 2026

NYLI MacKay High Yield Muni Bond Fund

New York Life Investments Funds Trust

Position value

$1.41M

% of company

0.25%

% of the fund

0.02%

As of

January 31, 2026

6 more funds behind a free account

See every fund holding Invesco Trust for Investment Grade Municipals and how much of the fund the position is.

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