Virtus Global Multi-SectorVGI
13F holders, Q1 2025 (March 31)29holders −6
2new positions
7sold out
$7.74avg. 13F price*
At the end of Q1 2025, 29 institutions reported holding Virtus Global Multi-Sector (VGI) in their 13F filings, down 6 from Q4 2024. 2 opened new positions and 7 sold out. The largest holders were Sit Investment Associates Inc. ($14.6M), 1607 Capital Partners, LLC ($3.5M) and Shaker Financial Services, LLC ($2.4M).
- Company
- Virtus Global Multi-Sector
- CUSIP
- 92829B101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $115K |
| Exits | 7 | $462K |
All 13F filers, Q4 2024 → Q1 2025: 351,111 shares bought and 188,267 shares sold, net +162,844 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 29 holders
| Sit Investment Associates Inc. | 0.34% | Add +11.4% | 1,887,054 | $14.6M |
| 1607 Capital Partners, LLC | 0.28% | Reduce -2.6% | 449,983 | $3.5M |
| Shaker Financial Services, LLC | 0.94% | Add +20.6% | 312,741 | $2.4M |
| Morgan Stanley | 0.00% | Reduce -3.6% | 241,582 | $1.9M |
| Raymond James Financial Inc. | 0.00% | Add +18.0% | 228,591 | $1.8M |
| LPL Financial LLC | 0.00% | Add +1.9% | 202,114 | $1.6M |
| CoreCap Advisors, LLC | 0.05% | Add +7.8% | 138,958 | $1.1M |
| Stifel Financial Corp. | 0.00% | Add +7.6% | 114,202 | $884K |
| Fiera Capital Corp | 0.00% | No change | 94,187 | $729K |
| Stephens Inc. | 0.01% | Reduce -0.6% | 85,490 | $661K |
| NewEdge Advisors, LLC | 0.00% | Reduce -7.8% | 77,000 | $596K |
| Matisse Capital | 0.29% | No change | 71,295 | $552K |
| Osaic Holdings, Inc. | 0.00% | Add +30.7% | 48,306 | $374K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.9% | 46,673 | $361K |
| SeaCrest Wealth Management, LLC | 0.04% | Reduce -3.3% | 46,641 | $361K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -14.5% | 29,337 | $227K |
| Wells Fargo & Company | 0.00% | Add +49.4% | 28,817 | $223K |
| Claro Advisors Inc. | 0.03% | Reduce -10.1% | 28,639 | $222K |
| Cetera Investment Advisers | 0.00% | Add +42.3% | 28,430 | $220K |
| Guggenheim Capital LLC | 0.00% | Reduce -73.7% | 28,108 | $218K |
| Moors & Cabot, Inc. | 0.01% | No change | 22,500 | $174K |
| UBS Group AG | 0.00% | Reduce -35.2% | 19,404 | $150K |
| Kestra Private Wealth Services, LLC | 0.00% | No change | 15,785 | $122K |
| Worth Asset Management, LLC | 0.06% | New | 14,885 | $115K |
| Royal Bank of Canada | 0.00% | Add +17.4% | 12,067 | $93K |
| Bank of America Corp. | 0.00% | No change | 11,146 | $86K |
| Comerica Bank | 0.00% | Add +28.4% | 4,531 | $35K |
| Curio Wealth, LLC | 0.00% | Reduce -99.9% | 1 | $6K |
| FMR LLC | 0.00% | New | 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.