Virtus Global Multi-SectorVGI
13F holders, Q4 2025 (December 31)36holders +4
3new positions
2sold out
$7.84avg. 13F price*
At the end of Q4 2025, 36 institutions reported holding Virtus Global Multi-Sector (VGI) in their 13F filings, up 4 from Q3 2025. 3 opened new positions and 2 sold out. The largest holders were Sit Investment Associates Inc. ($16.1M), LPL Financial LLC ($2.5M) and Shaker Financial Services, LLC ($2.3M).
- Company
- Virtus Global Multi-Sector
- CUSIP
- 92829B101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $239K |
| Exits | 2 | $175K |
All 13F filers, Q3 2025 → Q4 2025: 299,270 shares bought and 140,437 shares sold, net +158,833 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 36 holders
| Sit Investment Associates Inc. | 0.32% | Add +8.0% | 2,057,760 | $16.1M |
| LPL Financial LLC | 0.00% | Add +9.1% | 313,639 | $2.5M |
| Shaker Financial Services, LLC | 0.73% | Reduce -5.6% | 293,404 | $2.3M |
| Morgan Stanley | 0.00% | Reduce -2.0% | 268,980 | $2.1M |
| Fiera Capital Corp | 0.00% | Add +41.8% | 156,236 | $1.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.3% | 155,670 | $1.2M |
| CoreCap Advisors, LLC | 0.04% | Add +1.2% | 146,133 | $1.1M |
| 1607 Capital Partners, LLC | 0.07% | Reduce -20.1% | 135,244 | $1.1M |
| NewEdge Advisors, LLC | 0.00% | Reduce -7.2% | 130,206 | $1.0M |
| Stifel Financial Corp. | 0.00% | Reduce -24.2% | 118,847 | $932K |
| Osaic Holdings, Inc. | 0.00% | Add +43.8% | 77,351 | $606K |
| Stephens Inc. | 0.01% | Reduce -0.8% | 67,489 | $529K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -3.5% | 59,325 | $465K |
| SeaCrest Wealth Management, LLC | 0.04% | Reduce -2.3% | 47,575 | $375K |
| Total Wealth Planning & Management, Inc. | 0.24% | — | 38,802 | $304K |
| Wells Fargo & Company | 0.00% | Add +46.9% | 36,767 | $288K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.3% | 32,523 | $255K |
| Cetera Investment Advisers | 0.00% | Add +9.6% | 31,155 | $244K |
| UBS Group AG | 0.00% | Reduce -1.7% | 18,978 | $149K |
| Founders Financial Alliance, LLC | 0.03% | Add +14.9% | 18,526 | $145K |
| Kestra Private Wealth Services, LLC | 0.00% | No change | 16,635 | $130K |
| Royal Bank of Canada | 0.00% | Reduce -0.9% | 15,345 | $120K |
| Worth Asset Management, LLC | 0.05% | Reduce -24.2% | 15,049 | $118K |
| Integrity Advisory Solutions, LLC | 0.02% | Add +17.1% | 13,386 | $105K |
| HighTower Advisors, LLC | 0.00% | No change | 13,385 | $105K |
| Closed-End Fund Advisors, Inc. | 0.06% | — | 13,216 | $104K |
| Van Diest Capital, LLC | 0.14% | — | 12,330 | $97K |
| Kovack Advisors, Inc. | 0.00% | New | 12,024 | $94K |
| Susquehanna International Group, LLP | 0.00% | New | 11,641 | $91K |
| Bank of America Corp. | 0.00% | Reduce -25.5% | 7,780 | $61K |
| International Assets Investment Management, LLC | 0.00% | New | 6,780 | $53K |
| Comerica Bank | 0.00% | Reduce -20.3% | 4,639 | $36K |
| Arax Advisory Partners | 0.00% | No change | 1,115 | $9K |
| Allworth Financial LP | 0.00% | Add +400.0% | 1,000 | $8K |
| Global Retirement Partners, LLC | 0.00% | No change | 800 | $6K |
| Highline Wealth Partners LLC | 0.00% | No change | 500 | $4K |
"% of holder's portfolio" is VGI's weight in each manager's 13F, not the share of Virtus Global Multi-Sector the manager owns.