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.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Karpus Management Inc. | 3,199,553 | $31,644 | 12/31/2023 |
VGM | 3,199,553 | $31,644 | 12/31/2023 |
Bramshill Investments LLC | 2,692,424 | $26,628 | 12/31/2023 |
VGM | 2,692,424 | $26,628 | 12/31/2023 |
Sit Investment Associates Inc. | 2,278,893 | $22,538 | 12/31/2023 |
VGM | 2,278,893 | $22,538 | 12/31/2023 |
Rivernorth Capital Management LLC | 1,584,392 | $15,670 | 12/31/2023 |
VGM | 1,584,392 | $15,670 | 12/31/2023 |
Fiera Capital Corp | 1,035,904 | $10,245 | 12/31/2023 |
VGM | 1,035,904 | $10,245 | 12/31/2023 |
Guggenheim Capital LLC | 802,063 | $7,932 | 12/31/2023 |
VGM | 802,063 | $7,932 | 12/31/2023 |
Truist Financial Corp | 770,014 | $7,615 | 12/31/2023 |
VGM | 770,014 | $7,615 | 12/31/2023 |
Robinson Capital Management LLC | 586,706 | $5,767 | 12/31/2023 |
VGM | 586,706 | $5,767 | 12/31/2023 |
Logan Stone Capital LLC | 542,611 | $5,366 | 12/31/2023 |
VGM | 542,611 | $5,366 | 12/31/2023 |
Pathstone Holdings LLC | 493,360 | $4,879 | 12/31/2023 |
VGM | 493,360 | $4,879 | 12/31/2023 |
Wells Fargo & Company MN | 455,974 | $4,510 | 12/31/2023 |
VGM | 455,974 | $4,510 | 12/31/2023 |
Morgan Stanley | 456,054 | $4,510 | 12/31/2023 |
VGM | 456,054 | $4,510 | 12/31/2023 |
CNH Partners LLC | 446,866 | $4,420 | 12/31/2023 |
VGM | 446,866 | $4,420 | 12/31/2023 |
Van ECK Associates Corp | 409,317 | $4,048 | 12/31/2023 |
VGM | 409,317 | $4,048 | 12/31/2023 |
UBS Group AG | 339,067 | $3,353 | 12/31/2023 |
VGM | 339,067 | $3,353 | 12/31/2023 |
Kennedy Investment Group | 325,976 | $3,214 | 03/31/2024 |
VGM | 325,976 | $3,214 | 03/31/2024 |
LPL Financial LLC | 293,675 | $2,904 | 12/31/2023 |
VGM | 293,675 | $2,904 | 12/31/2023 |
Allspring Global Investments Holdings LLC | 246,388 | $2,429 | 03/31/2024 |
VGM | 246,388 | $2,429 | 03/31/2024 |
Royal Bank of Canada | 243,403 | $2,407 | 12/31/2023 |
VGM | 243,403 | $2,407 | 12/31/2023 |
Bank of America Corp DE | 186,325 | $1,843 | 12/31/2023 |
VGM | 186,325 | $1,843 | 12/31/2023 |
Melone Private Wealth LLC | 185,086 | $1,830 | 12/31/2023 |
VGM | 185,086 | $1,830 | 12/31/2023 |
Indiana Trust & Investment Management CO | 170,380 | $1,680 | 03/31/2024 |
VGM | 170,380 | $1,680 | 03/31/2024 |
Gridiron Partners LLC | 159,983 | $1,582 | 12/31/2023 |
VGM | 159,983 | $1,582 | 12/31/2023 |
Greatmark Investment Partners Inc. | 155,750 | $1,540 | 12/31/2023 |
VGM | 155,750 | $1,540 | 12/31/2023 |
Ameriprise Financial Inc. | 155,949 | $1,534 | 12/31/2023 |
VGM | 155,949 | $1,534 | 12/31/2023 |
Advisor Group Holdings Inc. | 154,464 | $1,528 | 12/31/2023 |
VGM | 154,464 | $1,528 | 12/31/2023 |
Leo Wealth LLC | 152,522 | $1,511 | 12/31/2023 |
VGM | 152,522 | $1,511 | 12/31/2023 |
Stifel Financial Corp | 137,902 | $1,364 | 12/31/2023 |
VGM | 137,902 | $1,364 | 12/31/2023 |
Rockefeller Capital Management L.P. | 129,718 | $1,283 | 12/31/2023 |
VGM | 129,718 | $1,283 | 12/31/2023 |
BlackRock Inc. | 123,881 | $1,225 | 12/31/2023 |
VGM | 123,881 | $1,225 | 12/31/2023 |
Landscape Capital Management L.L.C. | 115,900 | $1,146 | 12/31/2023 |
VGM | 115,900 | $1,146 | 12/31/2023 |
Raymond James & Associates | 102,003 | $1,006 | 03/31/2024 |
VGM | 102,003 | $1,006 | 03/31/2024 |
BOKF NA | 100,000 | $989 | 12/31/2023 |
VGM | 100,000 | $989 | 12/31/2023 |
Stratos Wealth Partners LTD. | 94,967 | $936 | 03/31/2024 |
VGM | 94,967 | $936 | 03/31/2024 |
Claro Advisors LLC | 92,238 | $909 | 03/31/2024 |
VGM | 92,238 | $909 | 03/31/2024 |
Dakota Wealth Management | 88,000 | $868 | 03/31/2024 |
VGM | 88,000 | $868 | 03/31/2024 |
Cutler Capital Management LLC | 86,117 | $852 | 12/31/2023 |
VGM | 86,117 | $852 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 85,035 | $838 | 03/31/2024 |
VGM | 85,035 | $838 | 03/31/2024 |
Tyche Wealth Partners LLC | 81,179 | $800 | 03/31/2024 |
VGM | 81,179 | $800 | 03/31/2024 |
Private Advisor Group LLC | 80,465 | $796 | 12/31/2023 |
VGM | 80,465 | $796 | 12/31/2023 |
Bank of Montreal Can | 72,985 | $722 | 12/31/2023 |
VGM | 72,985 | $722 | 12/31/2023 |
Hennion & Walsh Asset Management Inc. | 53,436 | $527 | 03/31/2024 |
VGM | 53,436 | $527 | 03/31/2024 |
Commonwealth Equity Services LLC | 51,304 | $507 | 12/31/2023 |
VGM | 51,304 | $507 | 12/31/2023 |
Baird Financial Group Inc. | 51,267 | $507 | 12/31/2023 |
VGM | 51,267 | $507 | 12/31/2023 |
Invesco Ltd. | 49,658 | $491 | 12/31/2023 |
VGM | 49,658 | $491 | 12/31/2023 |
HighTower Advisors LLC | 42,587 | $421 | 12/31/2023 |
VGM | 42,587 | $421 | 12/31/2023 |
Melfa Wealth Management LLC | 37,360 | $368 | 03/31/2024 |
VGM | 37,360 | $368 | 03/31/2024 |
Capital Investment Advisory Services LLC | 37,097 | $366 | 03/31/2024 |
VGM | 37,097 | $366 | 03/31/2024 |
Virtu Financial LLC | 33,168 | $328 | 12/31/2023 |
VGM | 33,168 | $328 | 12/31/2023 |
GeoWealth Management LLC | 29,506 | $292 | 12/31/2023 |
VGM | 29,506 | $292 | 12/31/2023 |
Catalytic Wealth RIA LLC | 29,506 | $292 | 12/31/2023 |
VGM | 29,506 | $292 | 12/31/2023 |
Bank of New York Mellon Corp | 25,626 | $253 | 03/31/2024 |
VGM | 25,626 | $253 | 03/31/2024 |
Simon Quick Advisors LLC | 25,132 | $248 | 03/31/2024 |
VGM | 25,132 | $248 | 03/31/2024 |
The PNC Financial Services Group Inc. | 22,033 | $218 | 12/31/2023 |
VGM | 22,033 | $218 | 12/31/2023 |
High Note Wealth LLC | 21,922 | $217 | 12/31/2023 |
VGM | 21,922 | $217 | 12/31/2023 |
First Trust Advisors LP | 21,066 | $208 | 12/31/2023 |
VGM | 21,066 | $208 | 12/31/2023 |
WealthBridge Capital Management LLC | 20,425 | $202 | 12/31/2023 |
VGM | 20,425 | $202 | 12/31/2023 |
Oppenheimer & Co. Inc. | 18,625 | $184 | 12/31/2023 |
VGM | 18,625 | $184 | 12/31/2023 |
Summit Trail Advisors LLC | 18,574 | $183 | 03/31/2024 |
VGM | 18,574 | $183 | 03/31/2024 |
Buckingham Strategic Partners | 17,768 | $176 | 12/31/2023 |
VGM | 17,768 | $176 | 12/31/2023 |
Aristides Capital LLC | 16,125 | $159 | 12/31/2023 |
VGM | 16,125 | $159 | 12/31/2023 |
Susquehanna International Group LLP | 15,835 | $157 | 12/31/2023 |
VGM | 15,835 | $157 | 12/31/2023 |
Shufro Rose & Co. LLC | 15,500 | $153 | 12/31/2023 |
VGM | 15,500 | $153 | 12/31/2023 |
Institute for Wealth Management LLC. | 15,100 | $149 | 12/31/2023 |
VGM | 15,100 | $149 | 12/31/2023 |
Icon Wealth Advisors LLC | 15,021 | $149 | 12/31/2023 |
VGM | 15,021 | $149 | 12/31/2023 |
Moody National Bank Trust Division | 15,057 | $148 | 03/31/2024 |
VGM | 15,057 | $148 | 03/31/2024 |
Kestra Advisory Services LLC | 15,013 | $148 | 12/31/2023 |
VGM | 15,013 | $148 | 12/31/2023 |
Wealth Alliance Advisory Group LLC | 14,735 | $145 | 03/31/2024 |
VGM | 14,735 | $145 | 03/31/2024 |
Raymond James Financial Services Advisors Inc. | 14,577 | $144 | 03/31/2024 |
VGM | 14,577 | $144 | 03/31/2024 |
Zullo Investment Group Inc. | 13,500 | $133 | 03/31/2024 |
VGM | 13,500 | $133 | 03/31/2024 |
Weiss Asset Management LP | 13,273 | $131 | 12/31/2023 |
VGM | 13,273 | $131 | 12/31/2023 |
Kercheville Advisors LLC | 12,415 | $122 | 03/31/2024 |
VGM | 12,415 | $122 | 03/31/2024 |
Gill Capital Partners LLC | 11,691 | $116 | 12/31/2023 |
VGM | 11,691 | $116 | 12/31/2023 |
Harbour Investments Inc. | 11,544 | $114 | 12/31/2023 |
VGM | 11,544 | $114 | 12/31/2023 |
Wetherby Asset Management Inc. | 11,347 | $112 | 12/31/2023 |
VGM | 11,347 | $112 | 12/31/2023 |
Cetera Investment Advisers | 11,268 | $111 | 12/31/2023 |
VGM | 11,268 | $111 | 12/31/2023 |
Dynamic Advisor Solutions LLC | 11,150 | $110 | 03/31/2024 |
VGM | 11,150 | $110 | 03/31/2024 |
Alesco Advisors LLC | 11,000 | $109 | 12/31/2023 |
VGM | 11,000 | $109 | 12/31/2023 |
Integrated Wealth Concepts LLC | 11,010 | $109 | 12/31/2023 |
VGM | 11,010 | $109 | 12/31/2023 |
Nuveen Asset Management LLC | 10,819 | $107 | 12/31/2023 |
VGM | 10,819 | $107 | 12/31/2023 |
GWM Advisors LLC | 10,970 | $104 | 12/31/2023 |
VGM | 10,970 | $104 | 12/31/2023 |
Concurrent Investment Advisors LLC | 10,305 | $102 | 12/31/2023 |
VGM | 10,305 | $102 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 10,167 | $101 | 12/31/2023 |
VGM | 10,167 | $101 | 12/31/2023 |
Advisory Services Network LLC | 7,341 | $73 | 12/31/2023 |
VGM | 7,341 | $73 | 12/31/2023 |
Wolverine Asset Management LLC | 6,494 | $64 | 12/31/2023 |
VGM | 6,494 | $64 | 12/31/2023 |
Financial Management Professionals Inc. | 5,666 | $56 | 03/31/2024 |
VGM | 5,666 | $56 | 03/31/2024 |
IFP Advisors Inc | 5,102 | $50 | 12/31/2023 |
VGM | 5,102 | $50 | 12/31/2023 |
UMB Bank N A MO | 4,591 | $45 | 12/31/2023 |
VGM | 4,591 | $45 | 12/31/2023 |
NBC Securities Inc. | 4,541 | $44 | 03/31/2024 |
VGM | 4,541 | $44 | 03/31/2024 |
Nelson Van Denburg & Campbell Wealth Management Group LLC | 4,217 | $42 | 12/31/2023 |
VGM | 4,217 | $42 | 12/31/2023 |
CENTRAL TRUST Co | 2,926 | $29 | 03/31/2024 |
VGM | 2,926 | $29 | 03/31/2024 |
Fairfield Bush & CO. | 1,500 | $15 | 12/31/2023 |
VGM | 1,500 | $15 | 12/31/2023 |
Ancora Advisors LLC | 1,419 | $14 | 12/31/2023 |
VGM | 1,419 | $14 | 12/31/2023 |
Steward Partners Investment Advisory LLC | 1,381 | $14 | 12/31/2023 |
VGM | 1,381 | $14 | 12/31/2023 |
Bessemer Group Inc. | 963 | $10 | 12/31/2023 |
VGM | 963 | $10 | 12/31/2023 |
Benjamin F. Edwards & Company Inc. | 764 | $8 | 12/31/2023 |
VGM | 764 | $8 | 12/31/2023 |
Key Financial Inc | 608 | $6 | 12/31/2023 |
VGM | 608 | $6 | 12/31/2023 |
Comerica Bank | 525 | $5 | 12/31/2023 |
VGM | 525 | $5 | 12/31/2023 |
Mascoma Wealth Management LLC | 320 | $3 | 12/31/2023 |
VGM | 320 | $3 | 12/31/2023 |
Principal Securities Inc. | 250 | $2 | 12/31/2023 |
VGM | 250 | $2 | 12/31/2023 |
Allworth Financial LP | 125 | $1 | 03/31/2024 |
VGM | 125 | $1 | 03/31/2024 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
VGM | 0 | $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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