Vanguard Multi-SectorVGMSETF
13F holders, Q1 2026 (March 31)29holders +5
6new positions
0sold out
1famous investor
$51.00avg. 13F price*
At the end of Q1 2026, 29 institutions reported holding Vanguard Multi-Sector (VGMS) in their 13F filings, up 5 from Q4 2025. 6 opened new positions and 0 sold out. The largest holders were Dahring | Cusmano LLC ($9.8M), Holos Integrated Wealth LLC ($7.9M) and New Capital Management LP ($4.3M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $2.8M |
| Exits | 0 | $0 |
All 13F filers, Q4 2025 → Q1 2026: 388,702 shares bought and 56,275 shares sold, net +332,427 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 29 holders
| Dahring | Cusmano LLC | 6.01% | Add +828.1% | 191,644 | $9.8M |
| Holos Integrated Wealth LLC | 4.01% | Add +16.6% | 155,443 | $7.9M |
| New Capital Management LP | 1.06% | Reduce -16.3% | 84,586 | $4.3M |
| Rialto Wealth Management, LLC | 0.78% | Add +31.9% | 68,511 | $3.5M |
| D.B. Root & Company, LLC | 0.81% | Add +16.6% | 66,751 | $3.4M |
| Buska Wealth Management, LLC | 1.21% | Add +90.2% | 59,255 | $3.0M |
| GSG Advisors LLC | 0.53% | Add +468.4% | 39,756 | $2.0M |
| Citadel Advisors | 0.00% | Add +280.5% | 31,185 | $1.6M |
| Arete Wealth Advisors, LLC | 0.10% | Add +27.5% | 27,240 | $1.4M |
| Jane Street Group, LLC | 0.00% | Reduce -58.3% | 26,997 | $1.4M |
| Sage Rhino Capital LLC | 0.20% | New | 21,366 | $1.1M |
| Afg Fiduciary Services Limited Partnership | 0.57% | Reduce -2.4% | 18,933 | $965K |
| CRA Financial Services, LLC | 0.11% | Add +94.1% | 17,086 | $871K |
| D'Orazio & Associates, Inc. | 0.10% | Add +191.3% | 15,325 | $782K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +11.0% | 15,122 | $771K |
| Modern Wealth Management, LLC | 0.01% | New | 14,870 | $757K |
| Commonwealth Equity Services, LLC | 0.00% | Add +112.3% | 9,735 | $497K |
| Royal Bank of Canada | 0.00% | Reduce -7.7% | 9,428 | $481K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 7,010 | $358K |
| Independence Asset Advisors, LLC | 0.12% | New | 6,629 | $338K |
| Ballast Rock Private Wealth LLC | 0.16% | Add +0.9% | 5,772 | $294K |
| New England Private Wealth Advisors LLC | 0.03% | Add +0.8% | 5,103 | $260K |
| Swisher Financial Concepts, Inc. | 0.14% | No change | 4,845 | $247K |
| Susquehanna International Group, LLP | 0.00% | New | 4,210 | $215K |
| Ancora Advisors LLC | 0.00% | Add +27.3% | 2,816 | $144K |
| Principia Wealth Advisory, LLC | 0.07% | Reduce -25.6% | 2,520 | $128K |
| Cwm, LLC | 0.00% | No change | 1,951 | $100K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -9.9% | 448 | $23K |
| Morgan Stanley | 0.00% | No change | 400 | $20K |
"% of holder's portfolio" is VGMS's weight in each manager's 13F, not the share of Vanguard Multi-Sector the manager owns.