Virtus Global Multi-SectorVGI
13F holders, Q2 2026 (June 30)36holders +2
2new positions
1sold out
$7.50avg. 13F price*
At the end of Q2 2026, 36 institutions reported holding Virtus Global Multi-Sector (VGI) in their 13F filings, up 2 from Q1 2026. 2 opened new positions and 1 sold out. The largest holders were Sit Investment Associates Inc. ($14.4M), LPL Financial LLC ($2.6M) and Morgan Stanley ($2.4M).
- Company
- Virtus Global Multi-Sector
- CUSIP
- 92829B101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $138K |
| Exits | 1 | $103K |
All 13F filers, Q1 2026 → Q2 2026: 211,539 shares bought and 78,512 shares sold, net +133,027 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 36 holders
| Sit Investment Associates Inc. | 0.27% | Add +0.6% | 1,923,402 | $14.4M |
| LPL Financial LLC | 0.00% | Add +2.7% | 344,710 | $2.6M |
| Morgan Stanley | 0.00% | Add +4.2% | 321,166 | $2.4M |
| Shaker Financial Services, LLC | 0.50% | Add +7.6% | 214,646 | $1.6M |
| CoreCap Advisors, LLC | 0.04% | Add +2.1% | 173,428 | $1.3M |
| Raymond James Financial Inc. | 0.00% | Add +3.7% | 169,306 | $1.3M |
| Fiera Capital Corp | 0.00% | Add +2.8% | 154,898 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +106.8% | 123,258 | $924K |
| Stifel Financial Corp. | 0.00% | Reduce -0.9% | 117,724 | $883K |
| NewEdge Advisors, LLC | 0.00% | Reduce -0.1% | 116,433 | $873K |
| Osaic Holdings, Inc. | 0.00% | Add +39.5% | 89,694 | $673K |
| 1607 Capital Partners, LLC | 0.05% | Reduce -33.9% | 81,804 | $614K |
| Stephens Inc. | 0.01% | Add +5.4% | 79,218 | $594K |
| Wells Fargo & Company | 0.00% | Add +62.3% | 73,945 | $555K |
| Total Wealth Planning & Management, Inc. | 0.26% | Add +3.5% | 46,936 | $352K |
| SeaCrest Wealth Management, LLC | 0.03% | Reduce -14.7% | 39,030 | $293K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -4.8% | 38,607 | $290K |
| Cetera Investment Advisers | 0.00% | Add +2.0% | 26,717 | $200K |
| Founders Financial Alliance, LLC | 0.02% | Reduce -0.2% | 24,467 | $183K |
| Worth Asset Management, LLC | 0.06% | Reduce -25.2% | 24,412 | $183K |
| UBS Group AG | 0.00% | Add +0.9% | 19,300 | $145K |
| Van Diest Capital, LLC | 0.12% | Add +2.8% | 18,548 | $139K |
| Kovack Advisors, Inc. | 0.01% | Add +17.1% | 18,049 | $135K |
| Royal Bank of Canada | 0.00% | Add +21.1% | 16,751 | $126K |
| Susquehanna International Group, LLP | 0.00% | New | 16,530 | $124K |
| HighTower Advisors, LLC | 0.00% | No change | 13,385 | $100K |
| Wolverine Asset Management LLC | 0.01% | Reduce -9.4% | 12,913 | $97K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -20.3% | 12,225 | $92K |
| Closed-End Fund Advisors, Inc. | 0.08% | No change | 11,533 | $86K |
| International Assets Investment Management, LLC | 0.00% | Add +1.8% | 7,025 | $53K |
| Fifth Third Bancorp | 0.00% | No change | 2,593 | $19K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 1,896 | $14K |
| Allworth Financial LP | 0.00% | No change | 1,500 | $11K |
| Global Retirement Partners, LLC | 0.00% | — | 800 | $6K |
| Highline Wealth Partners LLC | 0.00% | No change | 500 | $4K |
| FMR LLC | 0.00% | Reduce -80.0% | 1 | $8 |
"% of holder's portfolio" is VGI's weight in each manager's 13F, not the share of Virtus Global Multi-Sector the manager owns.