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 51 institutions that hold shares in the stock, with a total of 2.79 Million shares, which have been reported (via 13F filing form) to have a value of $30.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
27,525
shares
|
$300,573
0.02% of portfolio
|
Q1 2024
Added 51.24%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
22,384
shares
|
$244,433
0.0% of portfolio
|
Q3 2024
Reduced 21.13%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
17,050
shares
|
$186,186
0.0% of portfolio
|
Q3 2024
Reduced 35.23%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
16,670
shares
|
$182,036
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
16,012
shares
|
$174,851
0.02% of portfolio
|
Q2 2024
Added 21.03%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
14,891
shares
|
$162,609
0.0% of portfolio
|
Q3 2024
Added 6.95%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
14,000
shares
|
$152,880
0.11% of portfolio
|
Q1 2024
Reduced 8.56%
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
12,880
shares
|
$140,649
0.08% of portfolio
|
Q1 2022
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
11,766
shares
|
$128,484
0.0% of portfolio
|
Q3 2024
Reduced 19.26%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
11,426
shares
|
$124,771
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
10,745
shares
|
$117,335
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
7,280
shares
|
$79,497
0.0% of portfolio
|
Q4 2023
Reduced 3.31%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
5,597
shares
|
$61,119
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
3,625
shares
|
$39,585
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
1,765
shares
|
$19,273
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
1,177
shares
|
$12,852
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
774
shares
|
$8,452
0.0% of portfolio
|
Q2 2024
Reduced 16.68%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
732
shares
|
$7,993
0.0% of portfolio
|
Q3 2024
Added 320.69%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
470
shares
|
$5,132
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
301
shares
|
$3,286
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
240
shares
|
$2,620
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
222
shares
|
$2,424
0.0% of portfolio
|
Q3 2024
Added 34.55%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
81
shares
|
$884
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
2
shares
|
$21
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
1
shares
|
$10
0.0% of portfolio
|
Q2 2024
Reduced 99.95%
|