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 59 institutions that hold shares in the stock, with a total of 3.07 Million shares, which have been reported (via 13F filing form) to have a value of $31.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
29,525
shares
|
$303,517
0.02% of portfolio
|
Q4 2024
Added 7.27%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
26,462
shares
|
$272,029
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Feb 12, 2025 Q4 2024 |
25,115
shares
|
$258,182
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
24,118
shares
|
$247,933
0.02% of portfolio
|
Q4 2024
Reduced 14.93%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
23,020
shares
|
$236,645
0.12% of portfolio
|
Q4 2024
Reduced 31.36%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
22,057
shares
|
$226,745
0.0% of portfolio
|
Q4 2024
Added 32.32%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
19,525
shares
|
$200,717
0.0% of portfolio
|
Q4 2024
Reduced 12.77%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
16,820
shares
|
$172,909
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
16,516
shares
|
$169,784
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
16,182
shares
|
$166,350
0.0% of portfolio
|
Q4 2024
Reduced 5.09%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
16,012
shares
|
$164,603
0.0% of portfolio
|
Q2 2024
Added 21.03%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
14,325
shares
|
$147,261
0.0% of portfolio
|
Q4 2024
Added 33.32%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Feb 14, 2025 Q4 2024 |
14,300
shares
|
$147,004
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
14,000
shares
|
$143,920
0.01% of portfolio
|
Q1 2024
Reduced 8.56%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
13,891
shares
|
$142,799
0.0% of portfolio
|
Q4 2024
Reduced 6.72%
|
|
|
Ackerman Capital Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
13,850
shares
|
$142,378
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Jan 24, 2025 Q4 2024 |
13,324
shares
|
$136,970
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
12,927
shares
|
$132,889
0.0% of portfolio
|
Q4 2024
Added 13.14%
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
12,880
shares
|
$132,406
0.08% of portfolio
|
Q1 2022
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
9,127
shares
|
$93,825
0.0% of portfolio
|
Q4 2024
Added 25.37%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
5,097
shares
|
$52,397
0.0% of portfolio
|
Q4 2024
Reduced 8.93%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
4,750
shares
|
$48,830
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
3,625
shares
|
$37,265
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Wolverine Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
2,990
shares
|
$30,737
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
1,765
shares
|
$18,144
0.01% of portfolio
|
Q3 2024
New holding
|