Vanguard Multi-SectorVGMSETF
13F holders, Q4 2025 (December 31)24holders +15
14new positions
0sold out
1famous investor
$51.60avg. 13F price*
At the end of Q4 2025, 24 institutions reported holding Vanguard Multi-Sector (VGMS) in their 13F filings, up 15 from Q3 2025. 14 opened new positions and 0 sold out. The largest holders were Holos Integrated Wealth LLC ($6.9M), New Capital Management LP ($5.2M) and Jane Street Group, LLC ($3.3M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $20.3M |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 428,400 shares bought and 122,258 shares sold, net +306,142 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 24 holders
| Holos Integrated Wealth LLC | 3.84% | New | 133,334 | $6.9M |
| New Capital Management LP | 1.31% | New | 101,010 | $5.2M |
| Jane Street Group, LLC | 0.00% | Reduce -65.4% | 64,686 | $3.3M |
| D.B. Root & Company, LLC | 0.72% | New | 57,234 | $3.0M |
| Rialto Wealth Management, LLC | 0.64% | Add +56.2% | 51,925 | $2.7M |
| Buska Wealth Management, LLC | 0.59% | New | 31,160 | $1.6M |
| Arete Wealth Advisors, LLC | 0.08% | New | 21,370 | $1.1M |
| Dahring | Cusmano LLC | 0.74% | Add +187.3% | 20,650 | $1.1M |
| Afg Fiduciary Services Limited Partnership | 0.60% | Add +1.6% | 19,396 | $1.0M |
| Kestra Private Wealth Services, LLC | 0.01% | New | 13,620 | $703K |
| Royal Bank of Canada | 0.00% | Add +12.1% | 10,213 | $527K |
| CRA Financial Services, LLC | 0.06% | Add +0.4% | 8,803 | $454K |
| Citadel Advisors | 0.00% | New | 8,196 | $423K |
| GSG Advisors LLC | 0.09% | New | 6,994 | $361K |
| Ballast Rock Private Wealth LLC | 0.18% | — | 5,723 | $295K |
| D'Orazio & Associates, Inc. | 0.03% | New | 5,260 | $271K |
| New England Private Wealth Advisors LLC | 0.03% | New | 5,060 | $261K |
| Swisher Financial Concepts, Inc. | 0.14% | New | 4,845 | $250K |
| Commonwealth Equity Services, LLC | 0.00% | New | 4,586 | $237K |
| Principia Wealth Advisory, LLC | 0.11% | Reduce -4.4% | 3,385 | $175K |
| Ancora Advisors LLC | 0.00% | Add +128.5% | 2,212 | $114K |
| Cwm, LLC | 0.00% | No change | 1,951 | $101K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 497 | $26K |
| Morgan Stanley | 0.00% | New | 400 | $21K |
"% of holder's portfolio" is VGMS's weight in each manager's 13F, not the share of Vanguard Multi-Sector the manager owns.