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 54 institutions that hold shares in the stock, with a total of 3.2 Million shares, which have been reported (via 13F filing form) to have a value of $32.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Element Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
23,020
shares
|
$235,264
0.11% of portfolio
|
Q4 2024
Reduced 31.36%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
22,057
shares
|
$225,422
0.0% of portfolio
|
Q4 2024
Added 32.32%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
21,844
shares
|
$223,245
0.0% of portfolio
|
Q3 2025
Reduced 19.3%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
21,247
shares
|
$217,144
0.02% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
20,769
shares
|
$212,259
0.0% of portfolio
|
Q3 2025
Added 38.17%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
19,650
shares
|
$200,823
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
16,012
shares
|
$163,642
0.01% of portfolio
|
Q2 2024
Added 21.03%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
15,494
shares
|
$158,348
0.0% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Oct 15, 2025 Q3 2025 |
13,324
shares
|
$136,171
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
12,880
shares
|
$131,633
0.06% of portfolio
|
Q1 2022
New holding
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2025 Q3 2025 |
12,711
shares
|
$129,906
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
12,122
shares
|
$123,886
0.0% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Basepoint Wealth LLC
Cedar Rapids, IA |
Nov 13, 2025 Q3 2025 |
11,572
shares
|
$118,265
0.08% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
10,822
shares
|
$110,600
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
10,777
shares
|
$110,140
0.0% of portfolio
|
Q3 2025
Reduced 4.36%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
8,752
shares
|
$89,445
0.0% of portfolio
|
Q1 2025
Reduced 4.11%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
4,750
shares
|
$48,545
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
4,750
shares
|
$48,545
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
3,625
shares
|
$37,047
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
3,597
shares
|
$36,761
0.0% of portfolio
|
Q3 2025
Reduced 12.2%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Dec 08, 2025 Q3 2025 |
2,500
shares
|
$25,550
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
1,742
shares
|
$17,803
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1,177
shares
|
$12,028
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
774
shares
|
$7,910
0.0% of portfolio
|
Q2 2024
Reduced 16.68%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
470
shares
|
$4,803
0.0% of portfolio
|
Q2 2024
New holding
|
|