Virtus Global Multi-SectorVGI
13F holders, Q1 2026 (March 31)34holders −2
3new positions
3sold out
$7.38avg. 13F price*
At the end of Q1 2026, 34 institutions reported holding Virtus Global Multi-Sector (VGI) in their 13F filings, down 2 from Q4 2025. 3 opened new positions and 3 sold out. The largest holders were Sit Investment Associates Inc. ($14.1M), LPL Financial LLC ($2.5M) and Morgan Stanley ($2.3M).
- Company
- Virtus Global Multi-Sector
- CUSIP
- 92829B101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $124K |
| Exits | 3 | $161K |
All 13F filers, Q4 2025 → Q1 2026: 174,678 shares bought and 315,951 shares sold, net −141,273 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 34 holders
| Sit Investment Associates Inc. | 0.29% | Reduce -7.1% | 1,911,304 | $14.1M |
| LPL Financial LLC | 0.00% | Add +7.0% | 335,532 | $2.5M |
| Morgan Stanley | 0.00% | Add +14.6% | 308,292 | $2.3M |
| Shaker Financial Services, LLC | 0.51% | Reduce -32.0% | 199,567 | $1.5M |
| CoreCap Advisors, LLC | 0.04% | Add +16.2% | 169,783 | $1.3M |
| Raymond James Financial Inc. | 0.00% | Add +4.9% | 163,282 | $1.2M |
| Fiera Capital Corp | 0.00% | Reduce -3.5% | 150,701 | $1.1M |
| 1607 Capital Partners, LLC | 0.07% | Reduce -8.5% | 123,688 | $913K |
| Stifel Financial Corp. | 0.00% | Reduce -0.0% | 118,805 | $877K |
| NewEdge Advisors, LLC | 0.00% | Reduce -10.5% | 116,548 | $860K |
| Stephens Inc. | 0.01% | Add +11.4% | 75,159 | $555K |
| Osaic Holdings, Inc. | 0.00% | Reduce -16.9% | 64,275 | $474K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.5% | 59,592 | $440K |
| SeaCrest Wealth Management, LLC | 0.04% | Reduce -3.8% | 45,767 | $338K |
| Wells Fargo & Company | 0.00% | Add +23.9% | 45,549 | $336K |
| Total Wealth Planning & Management, Inc. | 0.27% | Add +16.8% | 45,331 | $335K |
| Kestra Advisory Services, LLC | 0.00% | Add +24.8% | 40,577 | $299K |
| Worth Asset Management, LLC | 0.09% | Add +116.9% | 32,641 | $241K |
| Cetera Investment Advisers | 0.00% | Reduce -15.9% | 26,194 | $193K |
| Founders Financial Alliance, LLC | 0.03% | Add +32.3% | 24,511 | $181K |
| UBS Group AG | 0.00% | Add +0.8% | 19,135 | $141K |
| Van Diest Capital, LLC | 0.10% | Add +46.4% | 18,046 | $133K |
| Kovack Advisors, Inc. | 0.01% | Add +28.2% | 15,411 | $114K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -7.8% | 15,345 | $113K |
| Wolverine Asset Management LLC | 0.01% | New | 14,257 | $105K |
| Integrity Advisory Solutions, LLC | 0.01% | Add +4.5% | 13,984 | $103K |
| Royal Bank of Canada | 0.00% | Reduce -9.9% | 13,832 | $102K |
| HighTower Advisors, LLC | 0.00% | No change | 13,385 | $99K |
| Closed-End Fund Advisors, Inc. | 0.09% | Reduce -12.7% | 11,533 | $85K |
| International Assets Investment Management, LLC | 0.00% | Add +1.8% | 6,899 | $51K |
| Fifth Third Bancorp | 0.00% | New | 2,593 | $19K |
| Allworth Financial LP | 0.00% | Add +50.0% | 1,500 | $11K |
| Highline Wealth Partners LLC | 0.00% | No change | 500 | $4K |
| FMR LLC | 0.00% | New | 5 | $37 |
"% of holder's portfolio" is VGI's weight in each manager's 13F, not the share of Virtus Global Multi-Sector the manager owns.