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Vanguard Multi-Sector Income Bond ETF (VGMS) Institutional Ownership

Vanguard Multi-Sector Income Bond ETF logo
$50.91 -0.15 (-0.29%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Vanguard Multi-Sector Income Bond ETF (BATS:VGMS)

Number of
Institutional Buyers
(last 12 months)
25
Total
Institutional Inflows
(last 12 months)
$46.09M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$6.34M
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VGMS Institutional Buying and Selling by Quarter

Vanguard Multi-Sector Income Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 Buska Wealth Management LLC99,575$5.11M1.8%+68.0%8.096%
7/10/2026 Insight Wealth Strategies LLC4,831$247K0.0%N/A0.393%
5/20/2026Arete Wealth Advisors LLC27,240$1.39M0.1%+27.5%2.215%
5/19/2026Arete Wealth Advisors LLC27,240$1.39M0.1%+27.5%2.215%
5/18/2026Royal Bank of Canada9,428$481K0.0%-7.7%0.767%
5/14/2026Modern Wealth Management LLC14,870$757K0.0%N/A1.209%
5/13/2026GSG Advisors LLC39,756$2.03M0.5%+468.4%3.232%
5/6/2026Dahring Cusmano LLC191,644$9.78M6.0%+828.1%15.581%
4/29/2026Sage Rhino Capital LLC21,366$1.09M0.2%N/A1.737%
4/22/2026Independence Asset Advisors LLC6,629$338K0.1%N/A0.539%
4/20/2026Kestra Private Wealth Services LLC15,122$771K0.0%+11.0%1.229%
2/17/2026Royal Bank of Canada10,213$527K0.0%+12.1%0.830%
2/13/2026Arete Wealth Advisors LLC21,370$1.10M0.1%N/A1.737%
2/13/2026New England Private Wealth Advisors LLC5,060$261K0.0%N/A0.411%
2/12/2026Jane Street Group LLC64,686$3.34M0.0%-65.4%5.259%
2/12/2026Commonwealth Equity Services LLC4,586$237K0.0%N/A0.373%
2/10/2026Swisher Financial Concepts Inc.4,845$250K0.1%N/A0.394%
2/9/2026New England Private Wealth Advisors LLC5,060$261K0.0%N/A0.411%
2/5/2026Dahring Cusmano LLC20,650$1.07M0.7%+187.3%1.679%
2/4/2026D Orazio & Associates Inc.5,260$271K0.0%N/A0.428%
2/4/2026Ballast Rock Private Wealth LLC5,723$295K0.2%N/A0.465%
2/3/2026D.B. Root & Company LLC57,234$2.95M0.7%N/A4.653%
1/29/2026Kestra Private Wealth Services LLC13,620$703K0.0%N/A1.107%
1/29/2026Physician Wealth Advisors Inc.497$26K0.0%N/A0.040%
1/22/2026 Buska Wealth Management LLC31,160$1.61M0.6%N/A2.533%
1/20/2026New Capital Management LP101,010$5.21M1.3%N/A8.212%
1/12/2026Rialto Wealth Management LLC51,925$2.68M0.6%+56.2%4.222%
1/8/2026GSG Advisors LLC6,994$361K0.1%N/A0.569%
1/6/2026 AFG Fiduciary Services Limited Partnership19,396$1.00M0.1%+1.6%1.577%
1/5/2026Holos Integrated Wealth LLC133,334$6.89M3.8%N/A10.840%
11/14/2025Ancora Advisors LLC968$50K0.0%N/A0.079%
11/7/2025Dahring Cusmano LLC7,187$372K0.3%N/A0.584%
11/7/2025Rialto Wealth Management LLC33,241$1.72M0.4%N/A2.703%
10/17/2025 AFG Fiduciary Services Limited Partnership19,093$986K0.2%N/A1.552%
10/16/2025CRA Financial Services LLC8,765$454K0.1%N/A0.713%
10/15/2025CWM LLC1,951$101K0.0%N/A0.159%
8/14/2025Jane Street Group LLC92,255$4.71M0.0%N/A7.500%


VGMS Institutional Ownership - Frequently Asked Questions

During the previous two years, 25 institutional investors and hedge funds held shares of Vanguard Multi-Sector Income Bond ETF. The most heavily invested institutionals were Dahring Cusmano LLC ($9.78M), Holos Integrated Wealth LLC ($6.89M), New Capital Management LP ($5.21M), Buska Wealth Management LLC ($5.11M), Jane Street Group LLC ($3.34M), D.B. Root & Company LLC ($2.95M), and Rialto Wealth Management LLC ($2.68M).Learn more on Vanguard Multi-Sector Income Bond ETF's institutional investors.

Of the 25 institutional investors that purchased Vanguard Multi-Sector Income Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Dahring Cusmano LLC ($191.64K), Holos Integrated Wealth LLC ($133.33K), New Capital Management LP ($101.01K), Jane Street Group LLC ($92.26K), Buska Wealth Management LLC ($71.48K), D.B. Root & Company LLC ($57.23K), and Rialto Wealth Management LLC ($51.93K).

Institutional investors have bought a total of 897,779 shares in the last 24 months. This purchase volume represents approximately $46.09M in transactions.

The following institutional investors have sold Vanguard Multi-Sector Income Bond ETF stock in the last 24 months: Jane Street Group LLC ($122.10K), and Royal Bank of Canada ($785.00).

Institutional investors have sold a total of 122,888 shares in the last 24 months. This volume of shares sold represents approximately $6.34M in transactions.


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This page (BATS:VGMS) was last updated on 7/13/2026 by MarketBeat.com Staff.
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