Vanguard Multi-SectorVGMSETF
13F holders, Q2 2026 (June 30)42holders +13
16new positions
3sold out
1famous investor
$51.25avg. 13F price*
At the end of Q2 2026, 42 institutions reported holding Vanguard Multi-Sector (VGMS) in their 13F filings, up 13 from Q1 2026. 16 opened new positions and 3 sold out. The largest holders were Dahring | Cusmano LLC ($11.5M), Holos Integrated Wealth LLC ($10.0M) and Buska Wealth Management, LLC ($5.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Vanguard Multi-Sector
- CUSIP
- 922020722
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $8.8M |
| Exits | 3 | $1.9M |
All 13F filers, Q1 2026 → Q2 2026: 404,958 shares bought and 104,159 shares sold, net +300,799 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 42 holders
| Dahring | Cusmano LLC | 6.06% | Add +16.8% | 223,917 | $11.5M |
| Holos Integrated Wealth LLC | 4.65% | Add +25.4% | 194,919 | $10.0M |
| Buska Wealth Management, LLC | 1.84% | Add +68.0% | 99,575 | $5.1M |
| Rialto Wealth Management, LLC | 0.87% | Add +25.2% | 85,775 | $4.4M |
| New Capital Management LP | 1.00% | Add +1.2% | 85,575 | $4.4M |
| Net Worth Advisory Group | 1.08% | New | 83,668 | $4.3M |
| GSG Advisors LLC | 0.70% | Add +55.8% | 61,946 | $3.2M |
| Jane Street Group, LLC | 0.00% | Add +55.1% | 41,878 | $2.1M |
| Royal Bank of Canada | 0.00% | Add +285.9% | 36,387 | $1.9M |
| Modern Wealth Management, LLC | 0.02% | Add +71.1% | 25,449 | $1.3M |
| D.B. Root & Company, LLC | 0.24% | Reduce -67.1% | 21,949 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.01% | Add +38.9% | 21,010 | $1.1M |
| D'Orazio & Associates, Inc. | 0.12% | Add +29.2% | 19,803 | $1.0M |
| Afg Fiduciary Services Limited Partnership | 0.76% | Add +0.2% | 18,968 | $970K |
| CRA Financial Services, LLC | 0.10% | Add +2.3% | 17,483 | $897K |
| Sage Rhino Capital LLC | 0.14% | Reduce -20.9% | 16,907 | $867K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +137.7% | 16,660 | $854K |
| Citadel Advisors | 0.00% | Reduce -48.9% | 15,950 | $818K |
| SteelPeak Wealth, LLC | 0.02% | New | 14,020 | $719K |
| UBS Group AG | 0.00% | New | 13,284 | $681K |
| Commonwealth Equity Services, LLC | 0.00% | Add +22.4% | 11,919 | $611K |
| Oppenheimer & Co. Inc. | 0.01% | New | 10,430 | $535K |
| Ancora Advisors LLC | 0.01% | Add +192.3% | 8,231 | $422K |
| Strategic Family Wealth Counselors, L.L.C. | 0.09% | New | 7,853 | $403K |
| SageOak Financial, LLC | 0.26% | New | 7,760 | $398K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 7,431 | $381K |
| Pennsylvania Capital Management Inc. | 0.09% | New | 7,238 | $371K |
| Compound Planning, Inc. | 0.01% | New | 5,919 | $304K |
| Ballast Rock Private Wealth LLC | 0.14% | Add +1.3% | 5,849 | $300K |
| Independence Asset Advisors, LLC | 0.08% | Reduce -14.6% | 5,661 | $290K |
| New England Private Wealth Advisors LLC | 0.03% | Add +1.8% | 5,193 | $264K |
| Insight Wealth Strategies, LLC | 0.02% | New | 4,831 | $247K |
| Goldman Sachs Group Inc. | 0.00% | New | 3,959 | $203K |
| Farther Finance Advisors, LLC | 0.00% | New | 3,020 | $155K |
| Global Retirement Partners, LLC | 0.00% | — | 2,942 | $151K |
| Osaic Holdings, Inc. | 0.00% | New | 1,714 | $88K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 448 | $23K |
| Morgan Stanley | 0.00% | No change | 400 | $21K |
| AE Wealth Management LLC | 0.00% | New | 341 | $17K |
| Fiduciary Financial Advisors | 0.00% | New | 232 | $12K |
| Principia Wealth Advisory, LLC | 0.00% | Reduce -95.2% | 120 | $6K |
| Fifth Third Bancorp | 0.00% | New | 113 | $6K |
"% of holder's portfolio" is VGMS's weight in each manager's 13F, not the share of Vanguard Multi-Sector the manager owns.