VGM ETF

VGM ETF
$10.39
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Fund Essentials - as of Feb 28, 2026

Net Assets
$3,008.32
Expense Ratio
3.13%
Dividend Yield (Current)
7.65%
Holdings
534
Inception Date
Jan 24, 1992
Fund Family
Invesco (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly

Performance

YTD+1.05%
1 Year+9.47%
3 Year+2.97%
5 Year-1.42%
10 Year+1.34%

Asset Allocation

Bonds: 99.31%
Other: 0.69%
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Top Holdings

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TickerNameWeight
-New York City Municipal Water Fina 5.25% Jun 15, 20551.86%
-Memphis Tenn 5% Dec 01, 20551.37%
CA CASFAC 5.5 11/01/California Enterprise Development Authority 5.5 11/01/20591.23%
LA LASGEN 05/01/2043State Of Louisiana Gasoline & Fuels Tax Revenue 4.04999862 2043-05-011.22%
SC SCSUTL 5.25 12/01South Carolina Public Service Authority, Santee Cooper Revenue Obligations, Refunding Series 2024B 5.25 12/01/20541.17%
Top 10 Concentration: 12.16%Report Date: Feb 28, 2026
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Dividend Summary

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Dividend Yield (Current)
7.65%
Frequency
Monthly
Latest Distribution
$0.06
Jul 14, 2026
12M Distributions
11 payments
Total: $0.71

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This ETF
PRO
Peer Avg
PRO

VGM ETF Overview

VGM ETF (Invesco Trust for Investment Grade Municipals) is managed by Invesco (US) with $3,008.32 in net assets. VGM expense ratio is 3.13%, holding 534 positions across sectors including Financials, Utilities, Health Care. Inception date: 1992-01-24.

VGM performance shows a YTD return of 1.05%. The 1-year return is 9.47% and the 5-year return is -1.42%. VGM dividend yield stands at 7.65%, paid monthly.

VGM top holdings include New York City Municipal Water Fina 5.25% Jun 15, 2055 (1.9%), Memphis Tenn 5% Dec 01, 2055 (1.4%), California Enterprise Development Authority 5.5 11/01/2059 (1.2%), State Of Louisiana Gasoline & Fuels Tax Revenue 4.04999862 2043-05-01 (1.2%), South Carolina Public Service Authority, Santee Cooper Revenue Obligations, Refunding Series 2024B 5.25 12/01/2054 (1.2%). Go to all VGM holdings, VGM sectors, or VGM dividends.

VGM can be compared against other funds. Use VGM overlap to find shared positions, or VGM vs another fund for a side-by-side view. VGM alternatives are available via the screener, along with tax-loss harvesting opportunities.

1 Month
-2.84%
YTD
+1.05%
1 Year
+9.47%
3 Year
+2.97%

Top 10 Holdings (net long exposure of 153% (≈2x))

#TickerNameSectorWeight
1-New York City Municipal Water Fina 5.25% Jun 15, 2055Other1.86%
2-Memphis Tenn 5% Dec 01, 2055Other1.37%
3CA CASFAC 5.5 11/01/California Enterprise Development Authority 5.5 11/01/2059Financials1.23%
4LA LASGEN 05/01/2043State Of Louisiana Gasoline & Fuels Tax Revenue 4.04999862 2043-05-01Financials1.22%
5SC SCSUTL 5.25 12/01South Carolina Public Service Authority, Santee Cooper Revenue Obligations, Refunding Series 2024B 5.25 12/01/2054Utilities1.17%
6OH BUCGEN 5 06/01/20Buckeye Tobacco Settlement Financing Auth Oh Ref-Senior-Class 2-Ser B-2 5.000 Jun 01 55Financials1.16%
7DC DCWTR 10/01/2054District Columbia Wtr & Swr Au 2.95% Oct 01, 2054Utilities1.09%
8-New York (State Of) Dormitory Authority, Series 2018, RbOther1.05%
9NY NYCDEV 5 11/15/20New York St Liberty Dev Corp Liberty Revenue 4.329 11/15/2044Real Estate1.03%
10NY TRITRN 5.25 05/15Triborough Bridge & Tunnel Authority Sales Tax Revenue 5.25% 05/15/2062Financials0.98%