# INVESCO TR INVT GRADE MUNS (VGM)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/VGM/

- Reporting holders: 5
- Reported value: $623.8K
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Worth Asset Management, LLC](https://holderbook.com/funds/1927285-worth-asset-management-llc/) | $268.2K | 31,009 | 0.1% | 2 |
| [Gridiron Partners, LLC](https://holderbook.com/funds/1910867-gridiron-partners-llc/) | $233.8K | 27,029 | 0.1% | 12 |
| [PRIVATE CLIENT SERVICES, LLC](https://holderbook.com/funds/1457005-private-client-services-llc/) | $100.3K | 11,594 | 0.0% | 1 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $18.9K | 2,186 | 0.0% | 7 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $2.5K | 292 | 0.0% | 11 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 5 | $623.8K |
| Q2 2026 | 103 | $129.0M |
| Q1 2026 | 109 | $126.7M |
| Q4 2025 | 103 | $136.6M |
| Q3 2025 | 108 | $140.7M |
| Q2 2025 | 115 | $154.9M |
| Q1 2025 | 108 | $205.0M |
| Q4 2024 | 109 | $213.0M |
| Q3 2024 | 103 | $214.6M |
| Q2 2024 | 101 | $227.8M |
| Q1 2024 | 99 | $223.4M |
| Q4 2023 | 108 | $210.8M |

