Institutional Ownership Delaware Investments National Municipal Income Fund (VFL)
This table provides information about the institutional ownership of Delaware Investments National Municipal Income Fund (VFL). We have compiled data on the 52 institutions that hold shares in the stock, with a total of 2.85 Million shares, which have been reported (via 13F filing form) to have a value of $27.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Element Wealth, LLC
|
Apr 29, 2025 Q1 2025 |
23,020
shares
|
$223,063
0.13% of portfolio
|
Q4 2024
Reduced 31.36%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
22,057
shares
|
$213,732
0.0% of portfolio
|
Q4 2024
Added 32.32%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
21,133
shares
|
$204,778
0.02% of portfolio
|
Q1 2025
Reduced 12.38%
|
|
|
Ackerman Capital Advisors, LLC
|
May 09, 2025 Q1 2025 |
18,170
shares
|
$176,067
0.05% of portfolio
|
Q1 2025
Added 31.19%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
16,012
shares
|
$155,156
0.01% of portfolio
|
Q2 2024
Added 21.03%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
15,244
shares
|
$147,714
0.0% of portfolio
|
Q1 2025
Reduced 21.93%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
14,000
shares
|
$135,660
0.01% of portfolio
|
Q1 2024
Reduced 8.56%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
13,550
shares
|
$131,299
0.0% of portfolio
|
Q1 2025
Reduced 16.26%
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Apr 16, 2025 Q1 2025 |
13,324
shares
|
$129,109
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
12,929
shares
|
$125,282
0.0% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
12,880
shares
|
$124,807
0.08% of portfolio
|
Q1 2022
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
12,789
shares
|
$123,925
0.0% of portfolio
|
Q1 2025
Reduced 23.97%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
12,052
shares
|
$116,783
0.0% of portfolio
|
Q1 2025
Reduced 15.87%
|
|
|
Landscape Capital Management, L.L.C.
|
May 14, 2025 Q1 2025 |
10,712
shares
|
$103,799
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
8,752
shares
|
$84,806
0.0% of portfolio
|
Q1 2025
Reduced 4.11%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
5,097
shares
|
$49,389
0.0% of portfolio
|
Q4 2024
Reduced 8.93%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
4,750
shares
|
$46,027
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
4,750
shares
|
$46,027
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
3,625
shares
|
$35,126
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Elequin Capital LP
New York, NY |
May 13, 2025 Q1 2025 |
1,945
shares
|
$18,847
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1,177
shares
|
$11,405
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
774
shares
|
$7,500
0.0% of portfolio
|
Q2 2024
Reduced 16.68%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
470
shares
|
$4,554
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
301
shares
|
$2,916
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
240
shares
|
$2,325
0.0% of portfolio
|
Q1 2023
New holding
|