Virtus Global Multi-SectorVGI
13F holders, Q3 2025 (September 30)32holders +3
4new positions
2sold out
$7.94avg. 13F price*
At the end of Q3 2025, 32 institutions reported holding Virtus Global Multi-Sector (VGI) in their 13F filings, up 3 from Q2 2025. 4 opened new positions and 2 sold out. The largest holders were Sit Investment Associates Inc. ($15.1M), Shaker Financial Services, LLC ($2.5M) and LPL Financial LLC ($2.3M).
- Company
- Virtus Global Multi-Sector
- CUSIP
- 92829B101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $232K |
| Exits | 2 | $160K |
All 13F filers, Q2 2025 → Q3 2025: 221,224 shares bought and 459,140 shares sold, net −237,916 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 32 holders
| Sit Investment Associates Inc. | 0.31% | Reduce -2.1% | 1,906,070 | $15.1M |
| Shaker Financial Services, LLC | 0.85% | Add +4.3% | 310,852 | $2.5M |
| LPL Financial LLC | 0.00% | Reduce -0.5% | 287,583 | $2.3M |
| Morgan Stanley | 0.00% | Add +19.4% | 274,506 | $2.2M |
| 1607 Capital Partners, LLC | 0.10% | Reduce -62.3% | 169,244 | $1.3M |
| Stifel Financial Corp. | 0.00% | Add +26.4% | 156,833 | $1.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -31.9% | 156,063 | $1.2M |
| CoreCap Advisors, LLC | 0.04% | Add +3.9% | 144,358 | $1.1M |
| NewEdge Advisors, LLC | 0.01% | Add +92.3% | 140,371 | $1.1M |
| Fiera Capital Corp | 0.00% | Add +17.0% | 110,188 | $875K |
| Stephens Inc. | 0.01% | Reduce -20.2% | 68,029 | $540K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -9.7% | 61,485 | $488K |
| Osaic Holdings, Inc. | 0.00% | No change | 53,803 | $427K |
| SeaCrest Wealth Management, LLC | 0.04% | Add +5.0% | 48,704 | $389K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -5.6% | 32,443 | $258K |
| Cetera Investment Advisers | 0.00% | No change | 28,430 | $226K |
| Wells Fargo & Company | 0.00% | Reduce -1.5% | 25,027 | $199K |
| Worth Asset Management, LLC | 0.07% | Reduce -10.6% | 19,864 | $158K |
| UBS Group AG | 0.00% | Reduce -29.2% | 19,305 | $153K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -10.7% | 16,635 | $132K |
| Founders Financial Alliance, LLC | 0.02% | New | 16,122 | $128K |
| Royal Bank of Canada | 0.00% | Add +20.4% | 15,479 | $123K |
| HighTower Advisors, LLC | 0.00% | No change | 13,385 | $106K |
| Mach-1 Financial Group, LLC | 0.01% | New | 11,427 | $91K |
| Integrity Advisory Solutions, LLC | 0.01% | — | 11,427 | $91K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -32.0% | 10,548 | $84K |
| Bank of America Corp. | 0.00% | Add +176.2% | 10,440 | $83K |
| Comerica Bank | 0.00% | Add +28.9% | 5,818 | $46K |
| Arax Advisory Partners | 0.00% | New | 1,115 | $9K |
| Global Retirement Partners, LLC | 0.00% | No change | 800 | $6K |
| Highline Wealth Partners LLC | 0.00% | New | 500 | $4K |
| Allworth Financial LP | 0.00% | No change | 200 | $2K |
"% of holder's portfolio" is VGI's weight in each manager's 13F, not the share of Virtus Global Multi-Sector the manager owns.