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Funds Holding VGM

On this page, we present all of the funds holding VGM from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding VGM, with a link to that fund's top holdings. The next columns indicate the amount of VGM stock held by each of the funds holding VGM, followed by the VGM position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 101 funds holding VGM within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Karpus Management Inc.. For more details on the positions held by Karpus Management Inc. (or by any of the other funds holding VGM), click the fund name in the "Holder" column of the funds-holding-VGM table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Karpus Management Inc.3,199,553$31,644 12/31/2023
     VGM3,199,553$31,644 12/31/2023
Bramshill Investments LLC2,692,424$26,628 12/31/2023
     VGM2,692,424$26,628 12/31/2023
Sit Investment Associates Inc.2,278,893$22,538 12/31/2023
     VGM2,278,893$22,538 12/31/2023
Rivernorth Capital Management LLC1,584,392$15,670 12/31/2023
     VGM1,584,392$15,670 12/31/2023
Fiera Capital Corp1,035,904$10,245 12/31/2023
     VGM1,035,904$10,245 12/31/2023
Guggenheim Capital LLC802,063$7,932 12/31/2023
     VGM802,063$7,932 12/31/2023
Truist Financial Corp770,014$7,615 12/31/2023
     VGM770,014$7,615 12/31/2023
Robinson Capital Management LLC586,706$5,767 12/31/2023
     VGM586,706$5,767 12/31/2023
Logan Stone Capital LLC542,611$5,366 12/31/2023
     VGM542,611$5,366 12/31/2023
Pathstone Holdings LLC493,360$4,879 12/31/2023
     VGM493,360$4,879 12/31/2023
Wells Fargo & Company MN455,974$4,510 12/31/2023
     VGM455,974$4,510 12/31/2023
Morgan Stanley456,054$4,510 12/31/2023
     VGM456,054$4,510 12/31/2023
CNH Partners LLC446,866$4,420 12/31/2023
     VGM446,866$4,420 12/31/2023
Van ECK Associates Corp409,317$4,048 12/31/2023
     VGM409,317$4,048 12/31/2023
UBS Group AG339,067$3,353 12/31/2023
     VGM339,067$3,353 12/31/2023
Kennedy Investment Group325,976$3,214 03/31/2024
     VGM325,976$3,214 03/31/2024
LPL Financial LLC293,675$2,904 12/31/2023
     VGM293,675$2,904 12/31/2023
Allspring Global Investments Holdings LLC246,388$2,429 03/31/2024
     VGM246,388$2,429 03/31/2024
Royal Bank of Canada243,403$2,407 12/31/2023
     VGM243,403$2,407 12/31/2023
Bank of America Corp DE186,325$1,843 12/31/2023
     VGM186,325$1,843 12/31/2023
Melone Private Wealth LLC185,086$1,830 12/31/2023
     VGM185,086$1,830 12/31/2023
Indiana Trust & Investment Management CO170,380$1,680 03/31/2024
     VGM170,380$1,680 03/31/2024
Gridiron Partners LLC159,983$1,582 12/31/2023
     VGM159,983$1,582 12/31/2023
Greatmark Investment Partners Inc.155,750$1,540 12/31/2023
     VGM155,750$1,540 12/31/2023
Ameriprise Financial Inc.155,949$1,534 12/31/2023
     VGM155,949$1,534 12/31/2023
Advisor Group Holdings Inc.154,464$1,528 12/31/2023
     VGM154,464$1,528 12/31/2023
Leo Wealth LLC152,522$1,511 12/31/2023
     VGM152,522$1,511 12/31/2023
Stifel Financial Corp137,902$1,364 12/31/2023
     VGM137,902$1,364 12/31/2023
Rockefeller Capital Management L.P.129,718$1,283 12/31/2023
     VGM129,718$1,283 12/31/2023
BlackRock Inc.123,881$1,225 12/31/2023
     VGM123,881$1,225 12/31/2023
Landscape Capital Management L.L.C.115,900$1,146 12/31/2023
     VGM115,900$1,146 12/31/2023
Raymond James & Associates102,003$1,006 03/31/2024
     VGM102,003$1,006 03/31/2024
BOKF NA100,000$989 12/31/2023
     VGM100,000$989 12/31/2023
Stratos Wealth Partners LTD.94,967$936 03/31/2024
     VGM94,967$936 03/31/2024
Claro Advisors LLC92,238$909 03/31/2024
     VGM92,238$909 03/31/2024
Dakota Wealth Management88,000$868 03/31/2024
     VGM88,000$868 03/31/2024
Cutler Capital Management LLC86,117$852 12/31/2023
     VGM86,117$852 12/31/2023
Cambridge Investment Research Advisors Inc.85,035$838 03/31/2024
     VGM85,035$838 03/31/2024
Tyche Wealth Partners LLC81,179$800 03/31/2024
     VGM81,179$800 03/31/2024
Private Advisor Group LLC80,465$796 12/31/2023
     VGM80,465$796 12/31/2023
Bank of Montreal Can72,985$722 12/31/2023
     VGM72,985$722 12/31/2023
Hennion & Walsh Asset Management Inc.53,436$527 03/31/2024
     VGM53,436$527 03/31/2024
Commonwealth Equity Services LLC51,304$507 12/31/2023
     VGM51,304$507 12/31/2023
Baird Financial Group Inc.51,267$507 12/31/2023
     VGM51,267$507 12/31/2023
Invesco Ltd.49,658$491 12/31/2023
     VGM49,658$491 12/31/2023
HighTower Advisors LLC42,587$421 12/31/2023
     VGM42,587$421 12/31/2023
Melfa Wealth Management LLC37,360$368 03/31/2024
     VGM37,360$368 03/31/2024
Capital Investment Advisory Services LLC37,097$366 03/31/2024
     VGM37,097$366 03/31/2024
Virtu Financial LLC33,168$328 12/31/2023
     VGM33,168$328 12/31/2023
GeoWealth Management LLC29,506$292 12/31/2023
     VGM29,506$292 12/31/2023
Catalytic Wealth RIA LLC29,506$292 12/31/2023
     VGM29,506$292 12/31/2023
Bank of New York Mellon Corp25,626$253 03/31/2024
     VGM25,626$253 03/31/2024
Simon Quick Advisors LLC25,132$248 03/31/2024
     VGM25,132$248 03/31/2024
The PNC Financial Services Group Inc.22,033$218 12/31/2023
     VGM22,033$218 12/31/2023
High Note Wealth LLC21,922$217 12/31/2023
     VGM21,922$217 12/31/2023
First Trust Advisors LP21,066$208 12/31/2023
     VGM21,066$208 12/31/2023
WealthBridge Capital Management LLC20,425$202 12/31/2023
     VGM20,425$202 12/31/2023
Oppenheimer & Co. Inc.18,625$184 12/31/2023
     VGM18,625$184 12/31/2023
Summit Trail Advisors LLC18,574$183 03/31/2024
     VGM18,574$183 03/31/2024
Buckingham Strategic Partners17,768$176 12/31/2023
     VGM17,768$176 12/31/2023
Aristides Capital LLC16,125$159 12/31/2023
     VGM16,125$159 12/31/2023
Susquehanna International Group LLP15,835$157 12/31/2023
     VGM15,835$157 12/31/2023
Shufro Rose & Co. LLC15,500$153 12/31/2023
     VGM15,500$153 12/31/2023
Institute for Wealth Management LLC.15,100$149 12/31/2023
     VGM15,100$149 12/31/2023
Icon Wealth Advisors LLC15,021$149 12/31/2023
     VGM15,021$149 12/31/2023
Moody National Bank Trust Division15,057$148 03/31/2024
     VGM15,057$148 03/31/2024
Kestra Advisory Services LLC15,013$148 12/31/2023
     VGM15,013$148 12/31/2023
Wealth Alliance Advisory Group LLC14,735$145 03/31/2024
     VGM14,735$145 03/31/2024
Raymond James Financial Services Advisors Inc.14,577$144 03/31/2024
     VGM14,577$144 03/31/2024
Zullo Investment Group Inc.13,500$133 03/31/2024
     VGM13,500$133 03/31/2024
Weiss Asset Management LP13,273$131 12/31/2023
     VGM13,273$131 12/31/2023
Kercheville Advisors LLC12,415$122 03/31/2024
     VGM12,415$122 03/31/2024
Gill Capital Partners LLC11,691$116 12/31/2023
     VGM11,691$116 12/31/2023
Harbour Investments Inc.11,544$114 12/31/2023
     VGM11,544$114 12/31/2023
Wetherby Asset Management Inc.11,347$112 12/31/2023
     VGM11,347$112 12/31/2023
Cetera Investment Advisers11,268$111 12/31/2023
     VGM11,268$111 12/31/2023
Dynamic Advisor Solutions LLC11,150$110 03/31/2024
     VGM11,150$110 03/31/2024
Alesco Advisors LLC11,000$109 12/31/2023
     VGM11,000$109 12/31/2023
Integrated Wealth Concepts LLC11,010$109 12/31/2023
     VGM11,010$109 12/31/2023
Nuveen Asset Management LLC10,819$107 12/31/2023
     VGM10,819$107 12/31/2023
GWM Advisors LLC10,970$104 12/31/2023
     VGM10,970$104 12/31/2023
Concurrent Investment Advisors LLC10,305$102 12/31/2023
     VGM10,305$102 12/31/2023
Northwestern Mutual Wealth Management Co.10,167$101 12/31/2023
     VGM10,167$101 12/31/2023
Advisory Services Network LLC7,341$73 12/31/2023
     VGM7,341$73 12/31/2023
Wolverine Asset Management LLC6,494$64 12/31/2023
     VGM6,494$64 12/31/2023
Financial Management Professionals Inc.5,666$56 03/31/2024
     VGM5,666$56 03/31/2024
IFP Advisors Inc5,102$50 12/31/2023
     VGM5,102$50 12/31/2023
UMB Bank N A MO4,591$45 12/31/2023
     VGM4,591$45 12/31/2023
NBC Securities Inc.4,541$44 03/31/2024
     VGM4,541$44 03/31/2024
Nelson Van Denburg & Campbell Wealth Management Group LLC4,217$42 12/31/2023
     VGM4,217$42 12/31/2023
CENTRAL TRUST Co2,926$29 03/31/2024
     VGM2,926$29 03/31/2024
Fairfield Bush & CO.1,500$15 12/31/2023
     VGM1,500$15 12/31/2023
Ancora Advisors LLC1,419$14 12/31/2023
     VGM1,419$14 12/31/2023
Steward Partners Investment Advisory LLC1,381$14 12/31/2023
     VGM1,381$14 12/31/2023
Bessemer Group Inc.963$10 12/31/2023
     VGM963$10 12/31/2023
Benjamin F. Edwards & Company Inc.764$8 12/31/2023
     VGM764$8 12/31/2023
Key Financial Inc608$6 12/31/2023
     VGM608$6 12/31/2023
Comerica Bank525$5 12/31/2023
     VGM525$5 12/31/2023
Mascoma Wealth Management LLC320$3 12/31/2023
     VGM320$3 12/31/2023
Principal Securities Inc.250$2 12/31/2023
     VGM250$2 12/31/2023
Allworth Financial LP125$1 03/31/2024
     VGM125$1 03/31/2024
Proequities Inc.0$0 12/31/2023
     VGM0$0 12/31/2023

See Summary: Institutional Holders of VGM
See Details: Top 10 Hedge Funds Holding VGM
Also See: VGM Insider Buying
Also See: VGM Holdings Changes

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