VGM Invesco Trust for Investment Grade Municipals Common Stock (DE)
NYSE · N/A close Oct 2, 2026VGM Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
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10-Year Performance Revenue, net income, margins and EPS trends
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Not enough fundamentals data to compute this ratio group yet.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Not enough fundamentals data to compute this ratio group yet.
Financial Health Debt, liquidity, solvency — balance sheet strength
Not enough fundamentals data to compute this ratio group yet.
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Not enough fundamentals data to compute this ratio group yet.
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
Not enough fundamentals data to compute this ratio group yet.
value · ≈ 5Y avg · industry median · verdict relative to median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Sep 14, 2026 | $0.07 | USD | ≈8.0% |
| Aug 17, 2026 | $0.07 | USD | ≈7.5% |
| Jul 14, 2026 | $0.07 | USD | ≈7.4% |
| Jun 15, 2026 | $0.07 | USD | ≈7.6% |
| May 14, 2026 | $0.07 | USD | ≈7.6% |
| Apr 14, 2026 | $0.07 | USD | ≈7.6% |
| Mar 16, 2026 | $0.07 | USD | ≈7.6% |
| Feb 17, 2026 | $0.07 | USD | ≈7.4% |
| Jan 15, 2026 | $0.07 | USD | ≈7.5% |
| Dec 16, 2025 | $0.07 | USD | ≈7.5% |
| Nov 17, 2025 | $0.07 | USD | ≈7.7% |
| Oct 16, 2025 | $0.07 | USD | ≈7.7% |
| Sep 16, 2025 | $0.07 | USD | ≈7.8% |
| Aug 18, 2025 | $0.07 | USD | ≈8.1% |
| Jul 16, 2025 | $0.07 | USD | ≈8.2% |
| Jun 17, 2025 | $0.07 | USD | ≈8.2% |
| May 16, 2025 | $0.07 | USD | ≈8.1% |
| Apr 16, 2025 | $0.07 | USD | ≈7.9% |
| Mar 17, 2025 | $0.07 | USD | ≈7.3% |
| Feb 18, 2025 | $0.07 | USD | ≈6.9% |
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Institutional owners (13F) 106 filers · $110.7M total · As of Sept. 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 (-11 vs prior Q) | 11 (-1 vs prior Q) | 36 (+3 vs prior Q) | 20 (-5 vs prior Q) | +466K |
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 | 10.17% | Shares |
| AMERIPRISE FINANCIAL INC | $8,141,979 | 768,111 | 7.36% | Shares |
| MORGAN STANLEY | $7,473,188 | 705,017 | 6.75% | Shares |
| LPL Financial LLC | $6,632,946 | 625,750 | 5.99% | Shares |
| WELLS FARGO & COMPANY/MN | $6,549,358 | 617,864 | 5.92% | Shares |
| UBS Group AG | $6,015,468 | 567,497 | 5.44% | Shares |
| BANK OF AMERICA CORP /DE/ | $5,319,678 | 501,856 | 4.81% | Shares |
| ROYAL BANK OF CANADA | $4,058,000 | 382,863 | 3.67% | Shares |
| N.E.W. Advisory Services LLC | $3,962,500 | 373,821 | 3.58% | Shares |
| VAN ECK ASSOCIATES CORP | $3,763,668 | 355,063 | 3.40% | Shares |
| Leo Wealth, LLC | $3,151,336 | 319,284 | 2.85% | Shares |
| Cetera Investment Advisers | $2,642,761 | 249,317 | 2.39% | Shares |
| GREATMARK INVESTMENT PARTNERS, INC. | $2,636,750 | 248,750 | 2.38% | Shares |
| STIFEL FINANCIAL CORP | $2,529,158 | 238,601 | 2.29% | Shares |
| Melone Private Wealth, LLC | $2,448,620 | 231,002 | 2.21% | Shares |
| COMMONWEALTH EQUITY SERVICES, LLC | $2,178,850 | 205,552 | 1.97% | Shares |
| Advisors Asset Management, Inc. | $2,026,184 | 195,389 | 1.83% | Shares |
| RAYMOND JAMES FINANCIAL INC | $1,808,558 | 170,619 | 1.63% | Shares |
| Stratos Wealth Partners, LTD. | $1,782,305 | 168,142 | 1.61% | Shares |
| Fiera Capital Corp | $1,639,195 | 154,641 | 1.48% | Shares |
| NewEdge Advisors, LLC | $1,450,761 | 136,864 | 1.31% | Shares |
| Indiana Trust & Investment Management Co | $1,293,200 | 122,000 | 1.17% | Shares |
| Claro Advisors Inc. | $1,059,709 | 99,973 | 0.96% | Shares |
| HARBOUR INVESTMENTS, INC. | $1,052,054 | 99,250 | 0.95% | Shares |
| OSAIC HOLDINGS, INC. | $1,031,144 | 97,276 | 0.93% | Shares |
| TRUIST FINANCIAL CORP | $1,018,701 | 96,104 | 0.92% | Shares |
| Cutler Capital Management, LLC | $912,843 | 86,117 | 0.82% | Shares |
| PNC Financial Services Group, Inc. | $899,102 | 84,821 | 0.81% | Shares |
| Tyche Wealth Partners LLC | $833,669 | 78,648 | 0.75% | Shares |
| Whipplewood Advisors, LLC | $736,499 | 69,481 | 0.67% | Shares |
| Summit Trail Advisors, LLC | $711,151 | 67,090 | 0.64% | Shares |
| Capital Investment Advisory Services, LLC | $696,825 | 65,738 | 0.63% | Shares |
| World Investment Advisors | $599,353 | 60,725 | 0.54% | Shares |
| Baird Financial Group, Inc. | $595,720 | 56,200 | 0.54% | Shares |
| LexAurum Advisors, LLC | $593,342 | 55,976 | 0.54% | Shares |
| Worth Asset Management, LLC | $530,053 | 50,005 | 0.48% | Shares |
| Wealth Care LLC | $530,000 | 50,000 | 0.48% | Shares |
| Private Advisor Group, LLC | $512,753 | 48,373 | 0.46% | Shares |
| Burford Brothers, Inc. | $492,063 | 46,421 | 0.44% | Shares |
| Kestra Advisory Services, LLC | $476,794 | 44,981 | 0.43% | Shares |
| Wealth Alliance Advisory Group, LLC | $475,845 | 44,891 | 0.43% | Shares |
| MERCER GLOBAL ADVISORS INC /ADV | $444,150 | 41,901 | 0.40% | Shares |
| MELFA WEALTH MANAGEMENT, INC. | $396,016 | 37,360 | 0.36% | Shares |
| Focus Partners Wealth | $383,182 | 36,149 | 0.35% | Shares |
| Cornerstone Wealth Management, LLC | $352,318 | 33,238 | 0.32% | Shares |
| Sovereign Financial Group, Inc. | $327,457 | 30,892 | 0.30% | Shares |
| Rockefeller Capital Management L.P. | $314,865 | 29,704 | 0.28% | Shares |
| Prospera Financial Services Inc | $313,829 | 29,606 | 0.28% | Shares |
| &PARTNERS | $309,603 | 29,208 | 0.28% | Shares |
| Gridiron Partners, LLC | $286,507 | 27,029 | 0.26% | Shares |
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.
Company insiders 12 insiders · 2 officers · 7 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Edward C Wood III | MD of the Advisor | May 7, 2010 P | 1,000 | 0 | 0 | $0 |
| 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
ETF ownership Held by 1 ETF
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| XMPT · VanEck ETF Trust | 1.67% | 363,076 NS | July 31, 2026 | N-PORT |
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