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Inv Vk Tr Inv (VGM) Institutional Ownership

Inv Vk Tr Inv logo
$9.45 +0.02 (+0.21%)
Closing price 07/21/2025 03:58 PM Eastern
Extended Trading
$9.48 +0.04 (+0.37%)
As of 07/21/2025 04:04 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for INV VK TR INV (NYSE:VGM)

Current
Institutional Ownership
Percentage
38.13%
Number of
Institutional Buyers
(last 12 months)
59
Total
Institutional Inflows
(last 12 months)
$34.48M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$23.16M
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VGM Institutional Buying and Selling by Quarter

Inv Vk Tr Inv Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/18/2025 Truist Financial Corp723,264$6.86M0.0%-30.8%1.334%
7/17/2025 LexAurum Advisors LLC167,556$1.59M0.3%+47.4%0.309%
7/17/2025 Janney Montgomery Scott LLC12,692$120K0.0%-14.6%0.023%
7/16/2025 Kennedy Investment Group204,916$1.95M0.8%-10.6%0.378%
7/15/2025 Riverbridge Partners LLC21,707$206K0.0%+5.3%0.040%
7/15/2025 Absolute Investment Advisers LLC134,211$1.27M0.2%+24.3%0.247%
7/8/2025 Melone Private Wealth LLC188,061$1.78M0.9%+6.8%0.347%
5/21/2025Indiana Trust & Investment Management Co172,000$1.71M0.6%-2.1%0.317%
5/16/2025Jones Financial Companies Lllp25,436$253K0.0%N/A0.047%
5/16/2025Advisors Asset Management Inc.208,615$2.08M0.0%+40.8%0.385%
5/15/2025Royal Bank of Canada238,477$2.38M0.0%-7.7%0.440%
5/15/2025Calton & Associates Inc.13,210$132K0.0%N/A0.024%
5/14/2025Thomas J. Herzfeld Advisors Inc.47,965$478K0.2%+23.6%0.088%
5/13/2025Sit Investment Associates Inc.2,001,609$19.94M0.5%-12.5%3.691%
5/12/2025Nuveen LLC18,694$186K0.0%N/A0.034%
5/12/2025Invesco Ltd.143,096$1.43M0.0%+1.5%0.264%
5/12/2025AlphaCore Capital LLC15,721$157K0.0%N/A0.029%
5/9/2025PNC Financial Services Group Inc.84,821$845K0.0%+285.0%0.156%
5/7/2025Fiera Capital Corp518,847$5.17M0.0%-6.1%0.957%
5/7/2025LPL Financial LLC459,388$4.58M0.0%+27.1%0.847%
5/6/2025Cetera Investment Advisers24,069$240K0.0%+13.7%0.044%
5/5/2025Blue Bell Private Wealth Management LLC11,600$116K0.0%-15.3%0.021%
5/5/2025Calton & Associates Inc.16,137$161K0.0%N/A0.030%
5/5/2025Private Advisor Group LLC70,968$707K0.0%-3.7%0.131%
5/2/2025Leo Wealth LLC175,758$1.75M0.3%-20.7%0.324%
5/2/2025 Dakota Wealth Management98,000$976K0.0%-7.1%0.181%
5/1/2025Greatmark Investment Partners Inc.231,250$2.30M0.3%+7.8%0.426%
5/1/2025High Note Wealth LLC7,747$77K0.0%-38.5%0.014%
4/30/2025Cerity Partners LLC21,630$215K0.0%-7.6%0.040%
4/30/2025Stratos Wealth Partners LTD.96,717$963K0.0%-1.6%0.178%
4/29/2025Capital Investment Advisory Services LLC61,189$609K0.1%+7.6%0.113%
4/29/2025Mackay Shields LLC370,162$3.69M0.1%-0.4%0.683%
4/23/2025Tyche Wealth Partners LLC70,598$703K0.2%+4.8%0.000%
4/23/2025Bessemer Group Inc.15,825$158K0.0%N/A0.000%
4/22/2025Cambridge Investment Research Advisors Inc.32,548$324K0.0%+6.8%0.000%
4/22/2025 Kennedy Investment Group229,135$2.28M1.1%-14.6%0.000%
4/21/2025 Riverbridge Partners LLC20,620$205K0.0%+7.3%0.000%
4/14/2025 LexAurum Advisors LLC113,651$1.13M0.2%N/A0.000%
4/11/2025Sovereign Financial Group Inc.27,949$278K0.1%+10.8%0.000%
4/11/2025Permanent Capital Management LP14,029$140K0.0%-8.2%0.000%
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4/11/2025 Melone Private Wealth LLC176,109$1.75M0.9%+1.0%0.000%
4/8/2025Rothschild Investment LLC113,800$1.13M0.1%-13.0%0.000%
2/17/2025Pathstone Holdings LLC1,112,444$11.25M0.0%+45.6%0.000%
2/17/2025Nomura Holdings Inc.14,000$141K0.0%N/A0.000%
2/17/2025Nuveen Asset Management LLC35,973$363K0.0%+159.5%0.000%
2/17/2025Cetera Investment Advisers21,177$214K0.0%+24.4%0.000%
2/17/2025Bank of America Corp DE329,178$3.33M0.0%+57.4%0.000%
2/17/2025Ameriprise Financial Inc.300,727$3.04M0.0%+7.1%0.000%
2/17/2025Anderson Financial Strategies LLC12,635$128K0.1%N/A0.000%
2/14/2025AQR Arbitrage LLC43,361$438K0.0%-81.2%0.000%
2/14/2025Quarry LP39,036$394K0.1%+22.8%0.000%
2/14/2025Stifel Financial Corp172,941$1.75M0.0%+3.4%0.000%
2/14/2025First Trust Advisors LP15,920$161K0.0%-13.7%0.000%
2/13/2025NewEdge Advisors LLC22,670$229K0.0%+36.8%0.000%
2/13/2025Guggenheim Capital LLC729,804$7.37M0.1%+36.2%0.000%
2/13/2025XTX Topco Ltd17,004$172K0.0%N/A0.000%
2/13/2025Cohen & Steers Inc.30,000$303K0.0%+20.0%0.000%
2/13/2025Rockefeller Capital Management L.P.51,477$520K0.0%-15.1%0.000%
2/13/2025Raymond James Financial Inc.208,943$2.11M0.0%N/A0.000%
2/13/2025Invesco Ltd.140,922$1.42M0.0%+55.4%0.000%
2/13/2025Bank of Montreal Can39,005$394K0.0%+4.0%0.000%
2/13/2025Cerity Partners LLC23,408$236K0.0%-10.3%0.000%
2/13/2025Sit Investment Associates Inc.2,286,766$23.10M0.5%-8.2%0.000%
2/13/2025Wells Fargo & Company MN450,590$4.55M0.0%-3.4%0.000%
2/12/2025Landscape Capital Management L.L.C.23,365$236K0.0%N/A0.000%
2/12/2025Thomas J. Herzfeld Advisors Inc.38,798$392K0.1%+18.1%0.000%
2/12/2025StoneX Group Inc.19,467$197K0.0%N/A0.000%
2/11/2025Mountain Hill Investment Partners Corp.7,000$71K0.1%N/A0.000%
2/11/2025LPL Financial LLC361,472$3.65M0.0%+143.4%0.000%
2/10/2025Harbour Investments Inc.21,679$219K0.0%+30.7%0.000%
2/10/2025Greatmark Investment Partners Inc.214,500$2.17M0.3%-0.9%0.000%
2/7/2025HighTower Advisors LLC10,039$101K0.0%-74.8%0.000%
2/7/2025Permanent Capital Management LP15,274$154K0.0%N/A0.000%
2/7/2025Blue Bell Private Wealth Management LLC13,700$138K0.0%-13.8%0.000%
2/6/2025Raymond James Financial Inc.208,943$2.11M0.0%N/A0.000%
2/5/2025Oppenheimer & Co. Inc.13,167$133K0.0%-45.5%0.000%
2/4/2025Mackay Shields LLC371,828$3.76M0.1%-0.5%0.000%
1/31/2025Robinson Capital Management LLC1,381,874$13.96M5.6%+44.5%0.000%
1/31/2025 Truist Financial Corp730,429$7.38M0.0%-3.1%0.000%
1/29/2025Van ECK Associates Corp406,392$4.11M0.0%+3.1%0.000%
1/29/2025Indiana Trust & Investment Management Co175,690$1.77M0.6%+1.9%0.000%
1/28/2025Leo Wealth LLC221,650$2.24M0.2%+1.6%0.000%
1/27/2025Tyche Wealth Partners LLC67,364$680K0.1%-5.8%0.000%
1/24/2025 Absolute Investment Advisers LLC107,994$1.09M0.1%N/A0.000%
1/23/2025Capital Investment Advisory Services LLC56,861$574K0.1%+3.9%0.000%
1/22/2025 Kennedy Investment Group268,241$2.71M1.2%-6.1%0.000%
1/17/2025 Avior Wealth Management LLC22,890$231K0.0%+23.2%0.000%
1/17/2025 Janney Montgomery Scott LLC14,861$150K0.0%N/A0.000%
1/17/2025 Dakota Wealth Management105,500$1.07M0.0%+17.2%0.000%
1/15/2025 Wealth Alliance Advisory Group LLC15,737$159K0.0%-7.1%0.000%
Trump’s national nightmare is here (Ad)

Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II. They reveal why Trump is mobilizing America’s tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes.

Watch the National Emergency broadcast here
1/14/2025Sovereign Financial Group Inc.25,215$255K0.1%+130.5%0.000%
1/14/2025 Melone Private Wealth LLC174,333$1.76M0.9%+1.6%0.000%
1/13/2025Claro Advisors LLC104,541$1.06M0.1%-2.4%0.000%
1/13/2025 Capital Investment Advisors LLC13,305$134K0.0%N/A0.000%
11/15/2024Stifel Financial Corp167,271$1.77M0.0%+1.1%0.000%
11/15/2024Rivernorth Capital Management LLC1,612,419$17.03M0.8%-2.0%0.000%
11/15/2024HighTower Advisors LLC39,868$429K0.0%N/A0.000%
11/14/2024Rockefeller Capital Management L.P.60,619$640K0.0%+1.7%0.000%
11/8/2024 Avior Wealth Management LLC18,576$196K0.0%+20.4%0.000%
11/7/2024Pathstone Holdings LLC764,291$8.07M0.0%+27.3%0.000%
(Data available from 1/1/2016 forward)

VGM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VGM shares?

During the previous two years, 112 institutional investors and hedge funds held shares of INV VK TR INV. The most heavily invested institutionals were Karpus Management Inc. ($38.12M), Sit Investment Associates Inc. ($19.94M), Bramshill Investments LLC ($19.88M), Rivernorth Capital Management LLC ($17.03M), Robinson Capital Management LLC ($13.96M), Pathstone Holdings LLC ($11.25M), and Guggenheim Capital LLC ($7.37M).Learn more on INV VK TR INV's institutional investors.

What percentage of INV VK TR INV's stock is owned by institutional investors?

38.13% of INV VK TR INV's stock is owned by institutional investors. Learn more on VGM's institutional investor holdings.

Which institutional investors have been buying INV VK TR INV's stock?

Of the 97 institutional investors that purchased INV VK TR INV's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Karpus Management Inc. ($1.74M), Fiera Capital Corp ($1.04M), Robinson Capital Management LLC ($914.50K), Pathstone Holdings LLC ($511.86K), Raymond James Financial Inc. ($417.89K), Allspring Global Investments Holdings LLC ($391.57K), and Rivernorth Capital Management LLC ($373.09K).

How much institutional buying is happening at INV VK TR INV?

Institutional investors have bought a total of 3,408,085 shares in the last 24 months. This purchase volume represents approximately $34.48M in transactions.

Which of INV VK TR INV's major shareholders have been selling company stock?

Of the 36 institutional investors that sold INV VK TR INV's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sit Investment Associates Inc. ($490.21K), Truist Financial Corp ($365.12K), Logan Stone Capital LLC ($340.68K), Fiera Capital Corp ($292.11K), AQR Arbitrage LLC ($187.39K), Kennedy Investment Group ($99.39K), and Claro Advisors LLC ($79.38K).

How much institutional selling is happening at INV VK TR INV?

Institutional investors have sold a total of 2,297,427 shares in the last 24 months. This volume of shares sold represents approximately $23.16M in transactions.


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This page (NYSE:VGM) was last updated on 7/22/2025 by MarketBeat.com Staff
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