VGM Invesco Trust for Investment Grade Municipals Common Stock (DE)
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10-Year Performance Revenue, net income, margins and EPS trends
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Profitability Gross, operating and net margins; ROE, ROA, ROIC
Financial Health Debt, liquidity, solvency — balance sheet strength
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Dividends Yield, payout ratio, dividend history, 5Y CAGR
| Ex-date | Amount |
|---|---|
| July 14, 2026 | $0.0650 |
| June 15, 2026 | $0.0650 |
| May 14, 2026 | $0.0650 |
| April 14, 2026 | $0.0650 |
| March 16, 2026 | $0.0650 |
| Feb. 17, 2026 | $0.0650 |
| Jan. 15, 2026 | $0.0650 |
| Dec. 16, 2025 | $0.0650 |
| Nov. 17, 2025 | $0.0650 |
| Oct. 16, 2025 | $0.0650 |
| Sept. 16, 2025 | $0.0650 |
| Aug. 18, 2025 | $0.0650 |
| July 16, 2025 | $0.0650 |
| June 17, 2025 | $0.0650 |
| May 16, 2025 | $0.0650 |
| April 16, 2025 | $0.0650 |
| March 17, 2025 | $0.0650 |
| Feb. 18, 2025 | $0.0650 |
| Jan. 17, 2025 | $0.0650 |
| Dec. 17, 2024 | $0.0650 |
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Institutional owners (13F) 106 filers · $93.0M total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 9 (-10 vs prior Q) | 11 (-1 vs prior Q) | 31 (-2 vs prior Q) | 22 (-2 vs prior Q) | +471K |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| GUGGENHEIM CAPITAL LLC | $11,253,108 | 1,061,614 | 12.10% | Shares |
| AMERIPRISE FINANCIAL INC | $8,141,979 | 768,111 | 8.76% | Shares |
| LPL Financial LLC | $6,632,946 | 625,750 | 7.13% | Shares |
| UBS Group AG | $6,015,468 | 567,497 | 6.47% | Shares |
| BANK OF AMERICA CORP /DE/ | $5,319,678 | 501,856 | 5.72% | Shares |
| N.E.W. Advisory Services LLC | $3,962,500 | 373,821 | 4.26% | Shares |
| VAN ECK ASSOCIATES CORP | $3,763,668 | 355,063 | 4.05% | Shares |
| WELLS FARGO & COMPANY/MN | $3,200,744 | 301,957 | 3.44% | Shares |
| Leo Wealth, LLC | $3,151,336 | 319,284 | 3.39% | Shares |
| Cetera Investment Advisers | $2,642,761 | 249,317 | 2.84% | Shares |
| GREATMARK INVESTMENT PARTNERS, INC. | $2,636,750 | 248,750 | 2.84% | Shares |
| STIFEL FINANCIAL CORP | $2,519,438 | 237,684 | 2.71% | Shares |
| Melone Private Wealth, LLC | $2,448,620 | 231,002 | 2.63% | Shares |
| COMMONWEALTH EQUITY SERVICES, LLC | $2,178,850 | 205,552 | 2.34% | Shares |
| Stratos Wealth Partners, LTD. | $1,782,305 | 168,142 | 1.92% | Shares |
| Fiera Capital Corp | $1,639,195 | 154,641 | 1.76% | Shares |
| Advisors Asset Management, Inc. | $1,496,921 | 148,210 | 1.61% | Shares |
| NewEdge Advisors, LLC | $1,450,761 | 136,864 | 1.56% | Shares |
| Indiana Trust & Investment Management Co | $1,293,200 | 122,000 | 1.39% | Shares |
| RAYMOND JAMES FINANCIAL INC | $1,163,678 | 109,781 | 1.25% | Shares |
| Claro Advisors Inc. | $1,059,709 | 99,973 | 1.14% | Shares |
| HARBOUR INVESTMENTS, INC. | $1,052,054 | 99,250 | 1.13% | Shares |
| TRUIST FINANCIAL CORP | $1,018,701 | 96,104 | 1.10% | Shares |
| OSAIC HOLDINGS, INC. | $913,442 | 86,172 | 0.98% | Shares |
| Cutler Capital Management, LLC | $912,843 | 86,117 | 0.98% | Shares |
| Tyche Wealth Partners LLC | $833,669 | 78,648 | 0.90% | Shares |
| Whipplewood Advisors, LLC | $736,499 | 69,481 | 0.79% | Shares |
| Summit Trail Advisors, LLC | $711,151 | 67,090 | 0.76% | Shares |
| Capital Investment Advisory Services, LLC | $696,825 | 65,738 | 0.75% | Shares |
| World Investment Advisors | $599,353 | 60,725 | 0.64% | Shares |
| LexAurum Advisors, LLC | $593,342 | 55,976 | 0.64% | Shares |
| Worth Asset Management, LLC | $530,053 | 50,005 | 0.57% | Shares |
| Wealth Care LLC | $530,000 | 50,000 | 0.57% | Shares |
| Private Advisor Group, LLC | $512,753 | 48,373 | 0.55% | Shares |
| Burford Brothers, Inc. | $492,063 | 46,421 | 0.53% | Shares |
| Kestra Advisory Services, LLC | $476,794 | 44,981 | 0.51% | Shares |
| Wealth Alliance Advisory Group, LLC | $475,845 | 44,891 | 0.51% | Shares |
| MERCER GLOBAL ADVISORS INC /ADV | $444,150 | 41,901 | 0.48% | Shares |
| MELFA WEALTH MANAGEMENT, INC. | $396,016 | 37,360 | 0.43% | Shares |
| Focus Partners Wealth | $383,182 | 36,149 | 0.41% | Shares |
| Nuveen Asset Management, LLC | $363,327 | 35,973 | 0.39% | Shares |
| Cornerstone Wealth Management, LLC | $352,318 | 33,238 | 0.38% | Shares |
| Sovereign Financial Group, Inc. | $327,457 | 30,892 | 0.35% | Shares |
| Prospera Financial Services Inc | $313,829 | 29,606 | 0.34% | Shares |
| &PARTNERS | $309,603 | 29,208 | 0.33% | Shares |
| Gridiron Partners, LLC | $286,507 | 27,029 | 0.31% | Shares |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $261,523 | 24,672 | 0.28% | Shares |
| Carroll Advisory Group, LLC | $247,285 | 23,329 | 0.27% | Shares |
| WealthBridge Capital Management, LLC | $238,500 | 22,500 | 0.26% | Shares |
| Kercheville Advisors, LLC | $235,046 | 22,174 | 0.25% | Shares |
| PNC Financial Services Group, Inc. | $233,550 | 22,033 | 0.25% | Shares |
| Nuveen, LLC | $198,156 | 18,694 | 0.21% | Shares |
| Compound Planning, Inc. | $194,525 | 18,351 | 0.21% | Shares |
| AlphaCore Capital LLC | $183,521 | 17,313 | 0.20% | Shares |
| H D Vest Advisory Services | $167,726 | 17,674 | 0.18% | Shares |
| Institute for Wealth Management, LLC. | $160,060 | 15,100 | 0.17% | Shares |
| Wealthspire Advisors, LLC | $159,000 | 15,000 | 0.17% | Shares |
| Dynamic Advisor Solutions LLC | $148,930 | 14,050 | 0.16% | Shares |
| Concurrent Investment Advisors, LLC | $146,556 | 13,826 | 0.16% | Shares |
| Capital Investment Advisors, LLC | $146,227 | 13,795 | 0.16% | Shares |
| Closed-End Fund Advisors, Inc. | $144,828 | 13,663 | 0.16% | Shares |
| Zullo Investment Group, Inc. | $143,100 | 13,500 | 0.15% | Shares |
| Apella Capital, LLC | $138,190 | 13,000 | 0.15% | Shares |
| Quadcap Wealth Management, LLC | $132,371 | 12,488 | 0.14% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $126,659 | 11,949 | 0.14% | Shares |
| XTX Topco Ltd | $124,603 | 11,755 | 0.13% | Shares |
| Clark Asset Management, LLC | $123,310 | 11,633 | 0.13% | Shares |
| Integrated Wealth Concepts LLC | $116,706 | 11,010 | 0.13% | Shares |
| WMG Financial Advisors, LLC | $116,044 | 10,948 | 0.12% | Shares |
| KEYBANK NATIONAL ASSOCIATION/OH | $115,360 | 10,883 | 0.12% | Shares |
| Catalina Capital Group, LLC | $109,596 | 11,104 | 0.12% | Shares |
| Leading Edge Financial Planning LLC | $108,152 | 10,203 | 0.12% | Shares |
| GILL CAPITAL PARTNERS, LLC | $98,608 | 9,991 | 0.11% | Shares |
| Mountain Hill Investment Partners Corp. | $74,200 | 7,000 | 0.08% | Shares |
| LANARK FINANCIAL, INC. | $66,006 | 6,227 | 0.07% | Shares |
| FIFTH THIRD BANCORP | $56,922 | 5,370 | 0.06% | Shares |
| Baird Financial Group, Inc. | $55,003 | 5,189 | 0.06% | Shares |
| CWM, LLC | $48,434 | 4,907 | 0.05% | Shares |
| JANE STREET GROUP, LLC | $36,146 | 3,410 | 0.04% | Shares |
| IFP Advisors, Inc | $31,895 | 3,009 | 0.03% | Shares |
| Aberdeen Wealth Management LLC | $30,210 | 2,850 | 0.03% | Shares |
| IFG Advisory, LLC | $29,521 | 2,785 | 0.03% | Shares |
| High Note Wealth, LLC | $26,118 | 2,464 | 0.03% | Shares |
| COMERICA BANK | $25,925 | 2,500 | 0.03% | Shares |
| EASTERN BANK | $23,172 | 2,186 | 0.02% | Shares |
| US BANCORP \DE\ | $21,635 | 2,041 | 0.02% | Shares |
| PRIVATE TRUST CO NA | $20,299 | 1,915 | 0.02% | Shares |
| ROYAL BANK OF CANADA | $16,000 | 1,501 | 0.02% | Shares |
| Rockefeller Capital Management L.P. | $12,487 | 1,178 | 0.01% | Shares |
| Cullen/Frost Bankers, Inc. | $10,600 | 1,000 | 0.01% | Shares |
| CITY HOLDING CO | $9,870 | 1,000 | 0.01% | Shares |
| ROTHSCHILD INVESTMENT LLC | $8,480 | 800 | 0.01% | Shares |
| Allworth Financial LP | $7,341 | 692 | 0.01% | Shares |
| SIT INVESTMENT ASSOCIATES INC | $6,398 | 603,608 | 0.01% | Shares |
| HIGHLINE WEALTH PARTNERS LLC | $6,042 | 570 | 0.01% | Shares |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $5,774 | 585 | 0.01% | Shares |
| FIDUCIARY FINANCIAL ADVISORS | $4,092 | 386 | 0.00% | Shares |
| Smartleaf Asset Management LLC | $4,000 | 381 | 0.00% | Shares |
| Mascoma Wealth Management LLC | $3,392 | 320 | 0.00% | Shares |
| CoreCap Advisors, LLC | $3,095 | 292 | 0.00% | Shares |
Company insiders 11 insiders · 1 officers · 7 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Amy R Doberman | Vice President | Aug. 22, 2008 S | 52,197 | 0 | 0 | $0 |
| CHOATE JERRY D | Director | March 9, 2011 P | 2,300 | 0 | 0 | $0 |
| Linda Hutton Heagy | Director | Oct. 7, 2005 J | 59 | 0 | 0 | $0 |
| Craig R Kennedy | Director | Oct. 7, 2005 J | 59 | 0 | 0 | $0 |
| David C Arch | Director | Oct. 7, 2005 J | 638 | 0 | 0 | $0 |
| Suzanne Woolsey | Director | Oct. 7, 2005 J | 686 | 0 | 0 | $0 |
| Wayne W Whalen | Director | Oct. 7, 2005 J | 1,408 | 0 | 0 | $0 |
| Miles J Branagan | Director | May 11, 2004 P | 69 | 0 | 0 | $0 |
| JPMorgan Chase Bank, N.A. | 10% owner | Sept. 4, 2025 J | 1,823 | 0 | 0 | $0 |
| Rodney F Dammeyer | — | Nov. 2, 2015 S | 35,374 | 0 | 0 | $0 |
| Thomas Byron | — | Aug. 13, 2015 S | 2,538 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
Activists & 5%+ owners 1 position
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| Saba Capital Management, L.P., Boaz R. Weinstein, Saba Capital Management GP, LLC ×4 filings | Sept. 24, 2024 | — | Initial filing | — | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
ETF ownership Held by 2 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.