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Invesco Trust for Investment Grade Municipals hedge fund holdings

VGMNYSE
$8.79+0.11 (+1.27% today)

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

VGM · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 6, 2025 to Oct 6, 2026. Price (-12.5%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20254126$13.1M$41.9M107Aug 14, 2025
Q3 20253126$29.3M$33.3M103Nov 14, 2025
Q4 20252629$12.2M$28.5M96Feb 14, 2026
Q1 20263426$12.6M$21.6M105May 15, 2026
Q2 20262820$13.9M$7.96M98Aug 14, 2026

Quarterly action breakdown

Q2 2026
98 filers
New position
8
$1.08M+102K sh
Increased
20
$12.8M+1.21M sh
Reduced
12
-$4.31M-406K sh
Out / sold
8
-$3.65M-344K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Hennion & Walsh Asset Management, Inc.Added 27.51%+$2.85M$13.2M0.38%Jul 8, 2026
MacKay Shields LLCSell 100%-$2.06M$00.00%Jul 28, 2026
Gridiron Partners, LLCReduce 79.16%-$1.09M$287K0.15%Aug 5, 2026
Guggenheim Capital LLCReduce 8.56%-$1.05M$11.3M0.07%Aug 12, 2026
Sit Investment Associates IncReduce 9.83%-$698K$6.4M0.12%Aug 12, 2026
Fiera Capital CorpAdded 73.42%+$694K$1.64M0.01%Aug 7, 2026
Melone Private Wealth, LLCAdded 33.64%+$616K$2.45M0.93%Jul 9, 2026
Worth Asset Management, LLCNew Buy+$530K$530K0.17%Jul 8, 2026
Van Eck Associates CorpAdded 13.42%+$445K$3.76M0.00%Aug 14, 2026
Calton & Associates, Inc.Sell 100%-$421K$00.00%Aug 10, 2026
Wealth Alliance Advisory Group, LLCAdded 185.26%+$309K$476K0.07%Jul 23, 2026
Summit Trail Advisors, LLCAdded 63.45%+$276K$711K0.01%Aug 11, 2026
Fisher Asset Management, LLCSell 100%-$142K$00.00%Aug 4, 2026
Claro Advisors Inc.Reduce 11.16%-$133K$1.06M0.11%Jul 30, 2026
Clark Asset Management, LLCNew Buy+$123K$123K0.01%Jul 7, 2026
Leading Edge Financial Planning LLCNew Buy+$108K$108K0.02%Aug 6, 2026
Kennedy Investment Group, Inc.Sell 100%-$105K$00.00%Jul 30, 2026
World Investment AdvisorsReduce 10.78%-$72.4K$599K0.01%Aug 14, 2026
Stratos Wealth Partners, LTD.Added 3.26%+$56.3K$1.78M0.02%Aug 11, 2026
Baird Financial Group, Inc.Added 9.63%+$52.3K$596K0.00%Aug 12, 2026
Tyche Wealth Partners LLCReduce 4.20%-$36.6K$834K0.12%Aug 6, 2026
Capital Investment Advisory Services, LLCReduce 4.88%-$35.7K$697K0.04%Jul 23, 2026
Aberdeen Wealth Management LLCNew Buy+$30.2K$30.2K0.01%Aug 13, 2026
Cornerstone Wealth Management, LLCAdded 9.32%+$30K$352K0.02%Jul 22, 2026
IFG Advisory, LLCNew Buy+$29.5K$29.5K0.00%Aug 14, 2026
Concurrent Investment Advisors, LLCAdded 12.17%+$15.9K$147K0.00%Jul 27, 2026
LexAurum Advisors, LLCAdded 1.89%+$11K$593K0.07%Jul 15, 2026
Whipplewood Advisors, LLCReduce 1.32%-$9.83K$736K0.50%Jul 27, 2026
Carroll Advisory Group, LLCAdded 3.02%+$7.25K$247K0.08%Jul 23, 2026
Fiduciary Financial AdvisorsNew Buy+$4.09K$4.09K0.00%Aug 14, 2026
AlphaCore Capital LLCAdded 1.88%+$3.39K$184K0.00%Aug 6, 2026
Quadcap Wealth Management, LLCAdded 1.88%+$2.45K$132K0.01%Jul 31, 2026
&PartnersAdded 0.53%+$1.63K$310K0.00%Aug 14, 2026
Kercheville Advisors, LLCAdded 0.14%+$329$235K0.07%Jul 30, 2026
Sovereign Financial Group, Inc.Added 0.07%+$244$327K0.05%Jul 24, 2026

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