Virtus Global Multi-SectorVGI
13F holders, Q4 2024 (December 31)35holders +5
7new positions
4sold out
1famous investor
$7.64avg. 13F price*
At the end of Q4 2024, 35 institutions reported holding Virtus Global Multi-Sector (VGI) in their 13F filings, up 5 from Q3 2024. 7 opened new positions and 4 sold out. The largest holders were Sit Investment Associates Inc. ($12.9M), 1607 Capital Partners, LLC ($3.5M) and Shaker Financial Services, LLC ($2.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Virtus Global Multi-Sector
- CUSIP
- 92829B101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $679K |
| Exits | 4 | $833K |
All 13F filers, Q3 2024 → Q4 2024: 488,777 shares bought and 261,863 shares sold, net +226,914 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 35 holders
| Sit Investment Associates Inc. | 0.29% | Add +7.4% | 1,694,022 | $12.9M |
| 1607 Capital Partners, LLC | 0.28% | Add +66.5% | 462,083 | $3.5M |
| Shaker Financial Services, LLC | 0.76% | Reduce -25.3% | 259,354 | $2.0M |
| Morgan Stanley | 0.00% | Reduce -5.3% | 250,583 | $1.9M |
| LPL Financial LLC | 0.00% | Add +6.9% | 198,247 | $1.5M |
| Raymond James Financial Inc. | 0.00% | — | 193,765 | $1.5M |
| CoreCap Advisors, LLC | 0.04% | Add +8.8% | 128,958 | $985K |
| Guggenheim Capital LLC | 0.01% | Reduce -7.5% | 106,816 | $816K |
| Stifel Financial Corp. | 0.00% | Add +51.2% | 106,110 | $811K |
| Fiera Capital Corp | 0.00% | Reduce -5.5% | 94,187 | $720K |
| Stephens Inc. | 0.01% | Reduce -5.5% | 86,040 | $657K |
| NewEdge Advisors, LLC | 0.00% | Reduce -4.7% | 83,500 | $638K |
| Matisse Capital | 0.28% | Reduce -7.4% | 71,295 | $545K |
| SeaCrest Wealth Management, LLC | 0.04% | Add +13.7% | 48,216 | $368K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -3.5% | 45,787 | $350K |
| Osaic Holdings, Inc. | 0.00% | Add +129.1% | 36,948 | $282K |
| Kestra Advisory Services, LLC | 0.00% | New | 34,302 | $262K |
| Claro Advisors Inc. | 0.03% | Reduce -19.4% | 31,857 | $243K |
| UBS Group AG | 0.00% | Add +73.4% | 29,941 | $229K |
| Moors & Cabot, Inc. | 0.01% | No change | 22,500 | $172K |
| Cetera Investment Advisers | 0.00% | New | 19,976 | $153K |
| Susquehanna International Group, LLP | 0.00% | New | 19,609 | $150K |
| Wells Fargo & Company | 0.00% | Reduce -46.4% | 19,287 | $147K |
| Kestra Private Wealth Services, LLC | 0.00% | No change | 15,785 | $121K |
| Total Wealth Planning & Management, Inc. | 0.11% | — | 14,200 | $108K |
| Citadel Advisors | 0.00% | New | 12,467 | $95K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.01% | Reduce -12.6% | 11,609 | $89K |
| Bank of America Corp. | 0.00% | Reduce -3.6% | 11,146 | $85K |
| Royal Bank of Canada | 0.00% | No change | 10,275 | $79K |
| Comerica Bank | 0.00% | No change | 3,530 | $27K |
| Synergy Asset Management, LLC | 0.00% | New | 1,300 | $11K |
| Fortitude Family Office, LLC | 0.00% | New | 1,059 | $8K |
| Global Retirement Partners, LLC | 0.00% | No change | 800 | $6K |
| Curio Wealth, LLC | 0.00% | — | 725 | $6K |
| Coppell Advisory Solutions LLC | 0.00% | New | 145 | $1K |
"% of holder's portfolio" is VGI's weight in each manager's 13F, not the share of Virtus Global Multi-Sector the manager owns.