VCV

Invesco Ca Val Muni Inc TRETF
UnclassifiedUSCUSIP 46132H106◍ Confluence graph
Tracked 13F Holders
50
-26 QoQ
13F Value (tracked)
$87.7M
13F Moves · latest Q
8 added
3 trimmed
Recent Filings
15

Who owns VCV?

50 tracked 13F filers

50 tracked 13F filers disclose a position in VCV as of the latest SEC 13F filings, a combined $87.7M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1MORGAN STANLEY
$28.8M
2.8M
+5.1%
Added · +133K sh
Q1 2026
2Advisors Asset Management, Inc.
$15.0M
1.4M
+13%
Added · +155K sh
Q2 2026
3GUGGENHEIM CAPITAL LLC
$12.2M
1.2M
+7.8%
Added · +84K sh
Q1 2026
4Hennion & Walsh Asset Management, Inc.
$6.2M
570K
+21%
Added · +99K sh
Q2 2026
5WELLS FARGO & COMPANY/MN
$5.7M
545K
−12%
Reduced · −78K sh
Q1 2026
6LPL Financial LLC
$3.6M
345K
+5.9%
Added · +19K sh
Q1 2026
7UBS Group AG
$2.7M
254K
−8.3%
Reduced · −23K sh
Q1 2026
8BANK OF AMERICA CORP /DE/
$1.8M
168K
−2.2%
Reduced · −4K sh
Q1 2026
9OSAIC HOLDINGS, INC.
$1.3M
124K
+25%
Added · +25K sh
Q1 2026
10COMMONWEALTH EQUITY SERVICES, LLC
$1.3M
123K
−6.7%
Reduced · −9K sh
Q1 2026
11Cypress Wealth Services, LLC
$773K
72K
+1.8%
Added · +1K sh
Q2 2026
12D.A. DAVIDSON & CO.
$727K
67K
−5.5%
Reduced · −4K sh
Q2 2026
13Sanctuary Advisors, LLC
$654K
61K
+8.4%
Added · +5K sh
Q2 2026
14AMERIPRISE FINANCIAL INC
$621K
59K
−9.6%
Reduced · −6K sh
Q1 2026
15RAYMOND JAMES FINANCIAL INC
$503K
48K
+0.4%
Added · +188 sh
Q1 2026
16Western Wealth Management, LLC
$485K
45K
+0.9%
Added · +389 sh
Q2 2026
17Core Wealth Partners LLC
$441K
41K
Held
Q2 2026
18Argyle Capital Partners, LLC
$436K
40K
−13%
Reduced · −6K sh
Q2 2026
19Kestra Advisory Services, LLC
$391K
36K
+41%
Added · +11K sh
Q2 2026
20ROYAL BANK OF CANADA
$359K
34K
+25%
Added · +7K sh
Q1 2026
21Mirador Capital Partners LP
$316K
29K
+149%
Added · +18K sh
Q2 2026
22Cetera Investment Advisers
$282K
27K
+0.2%
Added · +46 sh
Q1 2026
23Stratos Wealth Partners, LTD.
$267K
25K
New
+25K sh
Q2 2026
24Creative Planning
$237K
23K
−3.0%
Reduced · −705 sh
Q1 2026
25Vanguard Capital Wealth Advisors
$216K
20K
Held
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is VCV being bought or sold by institutions?

Last quarter, 2 funds opened a new position in VCV and 6 added to an existing one, while 3 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
2
funds
Added
6
funds
Reduced
3
funds
Exited
0
funds

Funds that own VCV also own

CompanyCo-held byCombined value
APPLE INCAAPL17 funds$2.8B
MICROSOFT CORPMSFT17 funds$1.8B
NVIDIA CORPNVDA17 funds$1.4B
COSTCO WHOLESALE CORPCOST17 funds$1.3B
AMAZON.COM INCAMZN17 funds$1.1B
ALPHABET INC-CL AGOOGL17 funds$1.1B
BROADCOM INCAVGO17 funds$1.1B
META PLATFORMS INC-CLASS AMETA17 funds$544.4M
TESLA INCTSLA17 funds$543.6M
VISA INC-CLASS A SHARESV17 funds$433.1M
ABBVIE INCABBV17 funds$395.4M
CHEVRON CORPCVX17 funds$356.3M

Ranked by how many of VCV's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

25 funds-12 since Q3 2024
02651Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $27.2M

Recent filings

15 shown

Keep exploring

Connected entities for VCV

Browse more

Build

Ask your agent what changed in VCV

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/VCV/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for VCV.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for VCV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.