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Invesco Trust for Investment Grade Municipals

VGM
Exchange
NYSE
SEC CIK
0000880892

No open-market purchases or sales by Invesco Trust for Investment Grade Municipals insiders were filed in the last 90 days; 103 institutions reported holding it in 13F filings for Q2 2026, worth $128.3M in total; no superinvestor holds it.

13F holders, Q2 2025

Institutional positions in Invesco Trust for Investment Grade Municipals as of Jun 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
115
+8 vs. Q1 2025
Shares held
16.0M
−4.58M (−22.3%) vs. Q1 2025
Total value
$151.9M
−$52.9M (−25.8%) vs. Q1 2025
New holders
19
38 more added
Sold out
11
32 more reduced

1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting VGM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2025: 115 institutions
Q1 2021: 80 institutionsQ2 2021: 78 institutionsQ3 2021: 80 institutionsQ4 2021: 90 institutionsQ1 2022: 94 institutionsQ2 2022: 88 institutionsQ3 2022: 89 institutionsQ4 2022: 96 institutionsQ1 2023: 89 institutionsQ2 2023: 91 institutionsQ3 2023: 85 institutionsQ4 2023: 108 institutionsQ1 2024: 100 institutionsQ2 2024: 101 institutionsQ3 2024: 103 institutionsQ4 2024: 109 institutionsQ1 2025: 108 institutionsQ2 2025: 115 institutionsQ3 2025: 109 institutionsQ4 2025: 103 institutionsQ1 2026: 110 institutionsQ2 2026: 103 institutions
Value heldQ2 2025: $151.9M
Q1 2021: $141.8MQ2 2021: $142.8MQ3 2021: $138.3MQ4 2021: $141.8MQ1 2022: $123.9MQ2 2022: $127.8MQ3 2022: $122.4MQ4 2022: $157.2MQ1 2023: $159.6MQ2 2023: $164.4MQ3 2023: $152.3MQ4 2023: $206.3MQ1 2024: $214.2MQ2 2024: $227.5MQ3 2024: $214.6MQ4 2024: $211.5MQ1 2025: $205.0MQ2 2025: $151.9MQ3 2025: $142.2MQ4 2025: $134.6MQ1 2026: $116.7MQ2 2026: $128.3M
Institutions holding VGM and their total value by quarter
QuarterHoldersValue
Q2 2026103$128.3M
Q1 2026110$116.7M
Q4 2025103$134.6M
Q3 2025109$142.2M
Q2 2025115$151.9M
Q1 2025108$205.0M
Q4 2024109$211.5M
Q3 2024103$214.6M
Q2 2024101$227.5M
Q1 2024100$214.2M
Q4 2023108$206.3M
Q3 202385$152.3M
Q2 202391$164.4M
Q1 202389$159.6M
Q4 202296$157.2M
Q3 202289$122.4M
Q2 202288$127.8M
Q1 202294$123.9M
Q4 202190$141.8M
Q3 202180$138.3M
Q2 202178$142.8M
Q1 202180$141.8M

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Invesco Trust for Investment Grade Municipals; share changes are against Q1 2025.

Institutions holding VGM in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Farther Finance Advisors, LLC40$3800.00%00.0%Unchanged
First Command Advisory Services, Inc.100$9490.00%+100New
Creative Financial Designs Inc146$1.39K0.00%00.0%Unchanged
Principal Securities, Inc.250$2.37K0.00%00.0%Unchanged
CoreCap Advisors, LLC292$2.77K0.00%00.0%Unchanged
Mascoma Wealth Management LLC320$3.04K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.353$3.35K0.00%+353New
CVA Family Office, LLC400$3.80K0.00%+400New
MAI Capital Management500$4.75K0.00%00.0%Unchanged
Key Financial Inc608$5.77K0.00%00.0%Unchanged
Birchbrook, Inc.636$6.04K0.00%+636New
Allworth Financial LP684$6.50K0.00%+552+418.2%Added
Tower Research Capital LLC (TRC)713$6.77K0.00%+713New
Steward Partners Investment Advisory, LLC924$8.77K0.00%−61−6.2%Reduced
City Holding Co1,000$9.49K0.00%+1,000New
Ancora Advisors, LLC1,327$12.6K0.00%−46−3.4%Reduced
Elequin Capital LP1,482$14.1K0.00%+1,482New
Eastern Bank2,186$20.7K0.00%00.0%Unchanged
CX Institutional2,399$23.0K0.00%00.0%Unchanged
Comerica Bank2,900$27.5K0.00%−1,100−27.5%Reduced
IFP Advisors, Inc3,647$34.6K0.00%+997+37.6%Added
NBC Securities, Inc.6,227$59.0K0.00%+1,686+37.1%Added
Mountain Hill Investment Partners Corp.7,000$66.4K0.06%00.0%Unchanged
High Note Wealth, LLC7,047$66.9K0.02%−700−9.0%Reduced
Blue Bell Private Wealth Management, LLC10,111$96.0K0.02%−1,489−12.8%Reduced
Cornerstone Wealth Management, LLC10,271$97.5K0.01%+10,271New
Concurrent Investment Advisors, LLC10,305$97.8K0.00%00.0%Unchanged
Moody National Bank Trust Division10,948$103.9K0.01%00.0%Unchanged
WMG Financial Advisors, LLC10,965$104.1K0.04%+10,965New
Alesco Advisors LLC11,000$104.4K0.00%00.0%Unchanged
Integrated Wealth Concepts LLC11,010$104.5K0.00%00.0%Unchanged
Catalina Capital Group, LLC11,050$104.9K0.07%00.0%Unchanged
Keybank National Association11,883$112.8K0.00%−200−1.7%Reduced
Janney Montgomery Scott LLC12,692$120.0K0.00%−2,169−14.6%Reduced
Susquehanna International Group, LLP12,986$123.2K0.00%+12,986New
Capital Investment Advisors, LLC13,055$123.9K0.00%+500+4.0%Added
Summit Trail Advisors, LLC13,380$127.0K0.00%+1,003+8.1%Added
Zullo Investment Group, Inc.13,500$128.1K0.05%00.0%Unchanged
Millennium Management LLC14,000$132.9K0.00%+14,000New
Dynamic Advisor Solutions LLC14,250$135.2K0.00%+600+4.4%Added
Kercheville Advisors, LLC14,551$138.1K0.05%+1,031+7.6%Added
Institute for Wealth Management, LLC.15,100$143.3K0.02%00.0%Unchanged
Wealth Alliance Advisory Group, LLC15,737$149.3K0.03%00.0%Unchanged
AlphaCore Capital LLC16,040$152.2K0.01%+319+2.0%Added
Avantax Advisory Services, Inc.17,674$167.7K0.00%+17,674New
Buckingham Strategic Partners17,818$169.1K0.00%+17,818New
First Trust Advisors LP18,292$173.6K0.00%+2,987+19.5%Added
Cerity Partners LLC18,539$175.9K0.00%−3,091−14.3%Reduced
Nuveen, LLC18,694$177.4K0.00%00.0%Unchanged
Kestra Advisory Services, LLC20,471$194.3K0.00%−651−3.1%Reduced
Sequoia Financial Advisors, LLC20,953$198.8K0.00%+20,953New
Riverbridge Partners LLC21,707$206.0K0.00%+1,087+5.3%Added
Calton & Associates, Inc.21,999$208.8K0.04%+8,789+66.5%Added
WealthBridge Capital Management, LLC22,500$213.5K0.05%+2,500+12.5%Added
StoneX Group Inc.22,802$216.4K0.01%+3,306+17.0%Added
GWM Advisors LLC23,070$218.9K0.00%−600−2.5%Reduced
Northwestern Mutual Wealth Management Co24,264$230.3K0.00%+4,949+25.6%Added
Harbour Investments, Inc.25,352$240.6K0.01%+3,576+16.4%Added
Burford Brothers, Inc.27,625$262.2K0.12%+27,625New
Cambridge Investment Research Advisors, Inc.28,131$267.0K0.00%−4,417−13.6%Reduced
Prospera Financial Services Inc28,356$269.1K0.01%+12,750+81.7%Added
Cohen & Steers, Inc.30,000$285.0K0.00%00.0%Unchanged
Sovereign Financial Group, Inc.30,430$288.8K0.06%+2,481+8.9%Added
M Holdings Securities, Inc.33,530$318.0K0.05%+33,530New
N.E.W. Advisory Services LLC36,931$350.5K0.03%+36,931New
Melfa Wealth Management, LLC37,360$354.5K0.22%00.0%Unchanged
Bank of Montreal40,020$379.8K0.00%+708+1.8%Added
Rockefeller Capital Management L.P.44,669$423.9K0.00%+870+2.0%Added
Baird Financial Group, Inc.51,265$486.5K0.00%−360−0.7%Reduced
Quarry LP53,683$509.5K0.12%+14,647+37.5%Added
Hennion & Walsh Asset Management, Inc.56,036$531.8K0.02%−794−1.4%Reduced
Envestnet Asset Management Inc58,949$559.4K0.00%+58,949New
Cetera Investment Advisers60,776$576.8K0.00%+36,707+152.5%Added
Capital Investment Advisory Services, LLC61,218$581.0K0.05%+290.0%Added
Commonwealth Equity Services, LLC63,289$601.0K0.00%+15,778+33.2%Added
Whipplewood Advisors, LLC65,458$621.2K0.34%−38,969−37.3%Reduced
Mercer Global Advisors Inc68,105$646.3K0.00%+68,105New
Tyche Wealth Partners LLC70,598$670.0K0.13%00.0%Unchanged
Private Advisor Group, LLC71,258$676.2K0.00%+290+0.4%Added
Advisor Group Holdings, Inc.78,009$741.7K0.00%+31,189+66.6%Added
Rothschild Investment LLC83,300$790.5K0.05%−30,500−26.8%Reduced
The PNC Financial Services Group, Inc.84,821$805.0K0.00%00.0%Unchanged
Cutler Capital Management, LLC86,117$817.3K0.28%00.0%Unchanged
Dakota Wealth Management97,200$922.4K0.02%−800−0.8%Reduced
Invesco Ltd.101,750$965.6K0.00%−41,346−28.9%Reduced
Stratos Wealth Partners, LTD.102,400$971.8K0.01%+5,683+5.9%Added
Claro Advisors LLC103,398$981.2K0.16%−120−0.1%Reduced
Absolute Investment Advisers LLC134,211$1.27M0.16%+26,217+24.3%Added
Gridiron Partners, LLC149,983$1.42M0.88%00.0%Unchanged
LexAurum Advisors, LLC167,556$1.59M0.25%+53,905+47.4%Added
Indiana Trust & Investment Management CO173,147$1.64M0.54%+1,147+0.7%Added
LPL Financial LLC174,381$1.65M0.00%−285,007−62.0%Reduced
Raymond James Financial Inc182,007$1.73M0.00%−3,814−2.1%Reduced
Melone Private Wealth, LLC188,061$1.78M0.91%+11,952+6.8%Added
Advisors Asset Management, Inc.201,243$1.91M0.03%−7,372−3.5%Reduced
Kennedy Investment Group204,916$1.94M0.83%−24,219−10.6%Reduced
Leo Wealth, LLC234,554$2.23M0.17%+58,796+33.5%Added
Greatmark Investment Partners, Inc.236,250$2.24M0.28%+5,000+2.2%Added
Stifel Financial Corp239,908$2.28M0.00%+46,140+23.8%Added
Van Eck Associates Corp271,180$2.57M0.00%−54,458−16.7%Reduced