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, Q4 2025
Institutional positions in Invesco Trust for Investment Grade Municipals as of Dec 31, 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
- 103
- −5 vs. Q3 2025
- Shares held
- 13.0M
- −2.58M (−16.6%) vs. Q3 2025
- Total value
- $134.6M
- −$6.94M (−4.9%) vs. Q3 2025
- New holders
- 10
- 35 more added
- Sold out
- 15
- 26 more reduced
1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 103 | $128.3M |
| Q1 2026 | 110 | $116.7M |
| Q4 2025 | 103 | $134.6M |
| Q3 2025 | 109 | $142.2M |
| Q2 2025 | 115 | $151.9M |
| Q1 2025 | 108 | $205.0M |
| Q4 2024 | 109 | $211.5M |
| Q3 2024 | 103 | $214.6M |
| Q2 2024 | 101 | $227.5M |
| Q1 2024 | 100 | $214.2M |
| Q4 2023 | 108 | $206.3M |
| Q3 2023 | 85 | $152.3M |
| Q2 2023 | 91 | $164.4M |
| Q1 2023 | 89 | $159.6M |
| Q4 2022 | 96 | $157.2M |
| Q3 2022 | 89 | $122.4M |
| Q2 2022 | 88 | $127.8M |
| Q1 2022 | 94 | $123.9M |
| Q4 2021 | 90 | $141.8M |
| Q3 2021 | 80 | $138.3M |
| Q2 2021 | 78 | $142.8M |
| Q1 2021 | 80 | $141.8M |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding Invesco Trust for Investment Grade Municipals; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| LPL Financial LLC | 855,464 | $8.87M | 0.00% | +96,570+12.7% | Added |
| Robinson Capital Management, LLC | 1,168,261 | $12.1M | 5.08% | +1,315+0.1% | Added |
| Guggenheim Capital LLC | 1,242,714 | $12.9M | 0.09% | +58,922+5.0% | Added |
| Fiera Capital Corp | 0 | $0 | 0.00% | −506,647−100.0% | Sold out |
| Absolute Investment Advisers LLC | 0 | $0 | 0.00% | −122,348−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −48,938−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −40,781−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −18,539−100.0% | Sold out |
| Permanent Capital Management, LP | 0 | $0 | 0.00% | −14,059−100.0% | Sold out |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −13,644−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −11,010−100.0% | Sold out |
| Moody National Bank Trust Division | 0 | $0 | 0.00% | −10,948−100.0% | Sold out |
| Blue Bell Private Wealth Management, LLC | 0 | $0 | 0.00% | −5,943−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −924−100.0% | Sold out |
| Key Financial Inc | 0 | $0 | 0.00% | −608−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −353−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| LexAurum Advisors, LLC | – | – | – | – | Not filed |