VGM on NYSE

Invesco Trust for Investment Grade Municipals

Invesco Trust for Investment Grade Municipals is a fund registered in the United States, based in Atlanta, active since 2012.² Its shares trade on NYSE under the symbol VGM.²

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Last updated Oct 21, 2026.

Overview

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TickerVGM on NYSE²
HeadquartersAtlanta, United States²
Incorporated inMA³
Business address1331 Spring Street N.W., Suite 2500, Atlanta, Ga 30309³
Legal formFUND²
Kind of organizationFund²
LEIV0VF67S6NRLBDK357F71²
StatusActive²
LEI statusIssued and current²
Registered addressC/O THE CORPORATION TRUST COMPANY, 19801 Wilmington, United States²
Registered withSecurities and Exchange Commission, 0000880892²

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Corporate structure

Invesco Trust for Investment Grade Municipals sits at the top of its group. 1 entity, 1 country on record. Switch between the flow chart and the network, and select any entity to see its details.

Major holders of Invesco Trust for Investment Grade Municipals

JPMorgan Chase Bank, N.A. Filed SCHEDULE 13G/A on Invesco Trust for Investment Grade Municipals, latest Sep 8, 2025 (2 filings since Jun 4, 2024)
Karpus Management, Inc. Filed SCHEDULE 13G/A on Invesco Trust for Investment Grade Municipals, latest Jun 6, 2025 (2 filings since Feb 13, 2024)
RIVERNORTH CAPITAL MANAGEMENT, LLC Filed SCHEDULE 13G/A on Invesco Trust for Investment Grade Municipals, latest May 15, 2025 (2 filings since Feb 14, 2025)
Bank of America Filed SCHEDULE 13D/A on Invesco Trust for Investment Grade Municipals, latest Dec 20, 2024
SIT INVESTMENT ASSOCIATES INC Filed SC 13G/A on Invesco Trust for Investment Grade Municipals, latest Oct 3, 2024 (2 filings since Aug 14, 2024)
Saba Capital Management, L.P. Filed SC 13D/A on Invesco Trust for Investment Grade Municipals, latest Sep 24, 2024 (4 filings since Apr 26, 2024)
JPMORGAN CHASE BANK, NATIONAL ASSOCIATION Filed SC 13G/A on Invesco Trust for Investment Grade Municipals, latest Jun 4, 2024
FIRST TRUST PORTFOLIOS LP Filed SC 13G/A on Invesco Trust for Investment Grade Municipals, latest Feb 6, 2023 (2 filings since Jan 12, 2022)

Invesco Trust for Investment Grade Municipals Atlanta, Georgia, United States

Built from parent and subsidiary links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); major holders from Schedules 13D and 13G. Each entity in the chart links to its source.

Leadership

Who has led Invesco Trust for Investment Grade Municipals, and when. Pick a name to see everywhere that person has worked.

President

Chief financial officer

2010201520202025

PresidentGlenn Eugene Brightman Oct 10, 2023 to Oct 10, 2023⁴
PresidentJerry William Miller Jun 11, 2008 to Jun 11, 2008⁵
Chief financial officerTerry Vacheron Mar 24, 2022 to Mar 24, 2022⁶
Chief financial officerAnnette Lege May 15, 2020 to May 15, 2020⁷
Chief financial officerLaura Allison Dukes Aug 5, 2020 to Aug 5, 2020⁸
Chief financial officerStuart Schuldt Jun 12, 2007 to Jun 12, 2007⁹

Board members and other officers (33)

Senior Vice PresidentStephanie Butcher Mar 31, 2023 to Mar 31, 2023¹⁰
Senior Vice PresidentTony Wong Mar 31, 2023 to Mar 31, 2023¹¹
Senior Officer & SVPJames R. Bordewick Jr. Mar 9, 2022 to Mar 9, 2022¹²
Chief Accounting OfficerMark William Gregson Mar 23, 2022 to Mar 23, 2022¹³
Chief Compliance officerTodd F. Kuehl May 13, 2020 to May 13, 2020¹⁴
Vice President,PFO & TreasurerAdrien Deberghes Nov 24, 2020 to Nov 24, 2020¹⁵
Senior Vice PresidentAndrew Schlossberg May 3, 2019 to May 3, 2019¹⁶
Senior Vice PresidentGregory McGreevey Dec 14, 2017 to Dec 14, 2017¹⁷
CCORobert Raymond Leveille Jun 3, 2016 to Jun 3, 2016¹⁸
Principal Financial OfficerKelli K. Gallegos Jun 9, 2016 to Jun 9, 2016¹⁹
AML OfficerCrissie Wisdom Sep 8, 2014 to Sep 8, 2014²⁰
Vice PresidentKaren Dunn Kelley Sep 8, 2014 to Sep 8, 2014²¹
Senior VP, Senior OfficerRussell Burk Sep 8, 2014 to Sep 8, 2014²²
PFO, Treasurer and VPSheri Morris Sep 8, 2014 to Sep 8, 2014²³
Chief Compliance OfficerSpillane Todd Sep 8, 2014 to Sep 8, 2014²⁴
MD of the AdvisorEdward C. Wood Iii. May 11, 2010 to May 11, 2010²⁵
Vice PresidentKevin Michael Klingert May 19, 2008 to May 19, 2008²⁶
Vice PresidentAmy R. Doberman Aug 25, 2008 to Aug 29, 2008²⁷
Vice PresidentDavid Germany Mar 8, 2006 to Mar 8, 2006²⁸
Vice PresidentDennis Shea Mar 8, 2006 to Mar 8, 2006²⁹
Board memberTony Wong Mar 31, 2023 to Mar 31, 2023¹¹
Board memberAnnette Lege May 15, 2020 to May 15, 2020⁷
Board memberKevin M. Carome May 15, 2020 to May 15, 2020³⁰
Board memberLoren M. Starr May 15, 2020 to May 15, 2020³¹
Board memberWayne W. Whalen Feb 25, 2015 to Feb 25, 2015³²
Board memberLinda Hutton Heagy Sep 3, 2014 to Sep 3, 2014³³
Board memberR. Craig Kennedy Sep 3, 2014 to Sep 3, 2014³⁴
Board memberJerry D. Choate Mar 10, 2011 to Sep 3, 2014³⁵
Board memberColin Meadows Jun 3, 2010 to May 15, 2020³⁶
Board memberRodney F. Dammeyer Aug 1, 2006 to Apr 16, 2015³⁷
General counselMelanie Ringold Jan 10, 2023 to Jan 10, 2023³⁸
General counselJeffrey H. Kupor Apr 5, 2018 to Apr 5, 2018³⁹
General counselJohn Zerr Sep 8, 2014 to Sep 8, 2014⁴⁰

Subsidiaries and ownership

Fund manager

Invesco Advisers, Inc.²

Ownership links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); each one cites its LEI record.

Former names

Invesco Van Kampen Trust for Investment Grade MunicipalsJun 3, 2010 to Nov 8, 2012³
VAN KAMPEN TRUST FOR INVESTMENT GRADE MUNICIPALSAug 18, 2004 to May 11, 2010³
VAN KAMPEN TRUST FOR INVSTMENT GRADE MUNICIPALSDec 17, 1998 to Jun 30, 2004³
VAN KAMPEN AMERICAN CAPITAL TR FOR INVSTMNT GRADE MUNICIPALSDec 30, 1996 to Jun 11, 1998³
VAN KAMPEN MERRITT TRUST FOR INVESTMENT GRADE MUNICIPALSJun 29, 1994 to Jun 28, 1995³

Timeline

Apr 2, 2012Founded Invesco Trust for Investment Grade Municipals is founded²

Filings

75 filings to the SEC since October 2021: 13 insider forms, 16 large holders, 46 other. The latest 20:

The 75 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Major holders

Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.

JPMorgan Chase Bank, N.A.SCHEDULE 13G/A, 2 filings Jun 4, 2024 to Sep 8, 2025⁴¹
Karpus Management, Inc.SCHEDULE 13G/A, 2 filings Feb 13, 2024 to Jun 6, 2025⁴²
RIVERNORTH CAPITAL MANAGEMENT, LLCSCHEDULE 13G/A, 2 filings Feb 14, 2025 to May 15, 2025⁴³
Bank of AmericaSCHEDULE 13D/A, 1 filing Dec 20, 2024⁴⁴
SIT INVESTMENT ASSOCIATES INCSC 13G/A, 2 filings Aug 14, 2024 to Oct 3, 2024⁴⁵
Saba Capital Management, L.P.SC 13D/A, 4 filings Apr 26, 2024 to Sep 24, 2024⁴⁶
JPMORGAN CHASE BANK, NATIONAL ASSOCIATIONSC 13G/A, 1 filing Jun 4, 2024⁴⁷
FIRST TRUST PORTFOLIOS LPSC 13G/A, 2 filings Jan 12, 2022 to Feb 6, 2023⁴⁸

Held by these funds

The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 100. Change is in shares since the quarter before.

Fund	Shares	Value	Share of the fund	Change
Hennion & Walsh Asset Management, Inc.	1,247,281	$13.2M	0.4%	+269,066
Guggenheim Capital LLC	1,061,614	$11.3M	0.1%	−99,338
Ameriprise Financial Inc	768,111	$8.1M	0.0%	+250,346
Morgan Stanley	705,017	$7.5M	0.0%	+18,242
LPL Financial LLC	625,750	$6.6M	0.0%	−64,760
Wells Fargo & Company/mn	617,864	$6.5M	0.0%	+45,145
UBS Group AG	567,497	$6.0M	0.0%	−4,474
Bank Of America Corp /de/	501,856	$5.3M	0.0%	+8,033
Royal Bank Of Canada	382,863	$4.1M	0.0%	+16,340
N.E.W. Advisory Services LLC	373,821	$4.0M	0.3%	+143,863
Van Eck Associates Corp	355,063	$3.8M	0.0%	+42,019
Cetera Investment Advisers	249,317	$2.6M	0.0%	+62,176
Greatmark Investment Partners, Inc.	248,750	$2.6M	0.3%	No change
Stifel Financial Corp	238,601	$2.5M	0.0%	+1,678
Melone Private Wealth, LLC	231,002	$2.4M	0.9%	+58,143
Commonwealth Equity Services, LLC	205,552	$2.2M	0.0%	+36,323
Advisors Asset Management, Inc.	194,328	$2.1M	0.0%	+351
Raymond James Financial Inc	170,619	$1.8M	0.0%	+21,235
Stratos Wealth Partners, LTD.	168,142	$1.8M	0.0%	+5,310
Fiera Capital Corp	154,641	$1.6M	0.0%	+65,471
NewEdge Advisors, LLC	136,864	$1.5M	0.0%	+67,094
Indiana Trust & Investment Management Co	122,000	$1.3M	0.4%	No change
Regatta Research & Money Management	113,376	$1.2M	1.1%	New
Claro Advisors Inc.	99,973	$1.1M	0.1%	−12,557
Harbour Investments, Inc.	99,250	$1.1M	0.0%	+324

13F reports cover disclosed long positions in U.S. stocks only.

SEC filer profile

How Invesco Trust for Investment Grade Municipals is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.

Name on EDGARInvesco Trust for Investment Grade Municipals¹
CIK0000880892
Employer ID (EIN)36-3797841¹
Incorporated inMassachusetts¹
Fiscal year endsOctober 31¹
Business address1331 Spring Street N.W., Suite 2500, Atlanta, GA 30309¹
Phone404-439-3217¹
On EDGAR sinceJun 29, 1994¹
Filings591 in all: 3 (92), 4 (90), DEF 14A (33), DEFA14A (31), N-Q (30), NPORT-P (27), N-CSR (25), NSAR-A (25)¹
All 48 form types
40-17G (24), SC 13G/A (24), N-PX (23), NSAR-B (23), N-CSRS (22), N-30D (16), CORRESP (13), 425 (10), SC 13G (10), N-23C-2 (8), N-CEN (8), PRE 14A (8), 40-APP/A (4), DEFR14A (4), SC 13D/A (4), SCHEDULE 13G/A (3), 4/A (2), 40-APP (2), 497 (2), 8-A12B/A (2), N-14 8C (2), N-14 8C/A (2), N-CEN/A (2), NT-NCSR (2), POS EX (2), SC 13D (2), 40-17G/A (1), 497J (1), DEFS14A (1), EFFECT (1), N-8A/A (1), N-CSR/A (1), N-CSRS/A (1), NPORT-EX (1), NSAR-BT (1), NT-NSAR (1), PREC14A (1), PRES14A (1), SCHEDULE 13D/A (1), SCHEDULE 13G (1)
Latest filingsProxy statement (DEF 14A) Jun 16, 2026

Sources

The numbers on this page point here. Each one links to the record it came from.

1
SEC EDGARInvesco Trust for Investment Grade Municipals filings on SEC EDGAR
2
GLEIFInvesco Trust for Investment Grade Municipals LEI record (V0VF67S6NRLBDK357F71)
3
SEC EDGARInvesco Trust for Investment Grade Municipals filings on SEC EDGAR
4
SEC EDGARGlenn Eugene Brightman, President
5
SEC EDGARJerry William Miller, President
6
SEC EDGARTerry Vacheron, Chief financial officer
7
SEC EDGARAnnette Lege, Chief financial officer
8
SEC EDGARLaura Allison Dukes, Chief financial officer
9
SEC EDGARStuart Schuldt, Chief financial officer
10
SEC EDGARStephanie Butcher, Senior Vice President
11
SEC EDGARTony Wong, Senior Vice President
12
SEC EDGARJames R. Bordewick Jr., Senior Officer & SVP
13
SEC EDGARMark William Gregson, Chief Accounting Officer
14
SEC EDGARTodd F. Kuehl, Chief Compliance officer
15
SEC EDGARAdrien Deberghes, Vice President,PFO & Treasurer
16
SEC EDGARAndrew Schlossberg, Senior Vice President
17
SEC EDGARGregory McGreevey, Senior Vice President
18
SEC EDGARRobert Raymond Leveille, CCO
19
SEC EDGARKelli K. Gallegos, Principal Financial Officer
20
SEC EDGARCrissie Wisdom, AML Officer
21
SEC EDGARKaren Dunn Kelley, Vice President
22
SEC EDGARRussell Burk, Senior VP, Senior Officer
23
SEC EDGARSheri Morris, PFO, Treasurer and VP
24
SEC EDGARSpillane Todd, Chief Compliance Officer
25
SEC EDGAREdward C. Wood Iii., MD of the Advisor
26
SEC EDGARKevin Michael Klingert, Vice President
27
SEC EDGARAmy R. Doberman, Vice President
28
SEC EDGARDavid Germany, Vice President
29
SEC EDGARDennis Shea, Vice President
30
SEC EDGARKevin M. Carome, Board member
31
SEC EDGARLoren M. Starr, Board member
32
SEC EDGARWayne W. Whalen, Board member
33
SEC EDGARLinda Hutton Heagy, Board member
34
SEC EDGARR. Craig Kennedy, Board member
35
SEC EDGARJerry D. Choate, Board member
36
SEC EDGARColin Meadows, Board member
37
SEC EDGARRodney F. Dammeyer, Board member
38
SEC EDGARMelanie Ringold, General counsel
39
SEC EDGARJeffrey H. Kupor, General counsel
40
SEC EDGARJohn Zerr, General counsel
41
SEC EDGARJPMorgan Chase Bank, N.A. SCHEDULE 13G/A on Invesco Trust for Investment Grade Municipals
42
SEC EDGARKarpus Management, Inc. SCHEDULE 13G/A on Invesco Trust for Investment Grade Municipals
43
SEC EDGARRIVERNORTH CAPITAL MANAGEMENT, LLC SCHEDULE 13G/A on Invesco Trust for Investment Grade Municipals
44
SEC EDGARBank of America SCHEDULE 13D/A on Invesco Trust for Investment Grade Municipals
45
SEC EDGARSIT INVESTMENT ASSOCIATES INC SC 13G/A on Invesco Trust for Investment Grade Municipals
46
SEC EDGARSaba Capital Management, L.P. SC 13D/A on Invesco Trust for Investment Grade Municipals
47
SEC EDGARJPMORGAN CHASE BANK, NATIONAL ASSOCIATION SC 13G/A on Invesco Trust for Investment Grade Municipals
48
SEC EDGARFIRST TRUST PORTFOLIOS LP SC 13G/A on Invesco Trust for Investment Grade Municipals