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Vanguard Multi-Sector (VGMS)

CUSIP: 922020722 | NYSE | 53 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Dahring | Cusmano LLC318,102
7.3% of portfolio›$15.8M
Holos Integrated Wealth LLC216,970
4.8% of portfolio›$10.7M
Buska Wealth Management, LLC89,719
1.5% of portfolio›$4.4M
New Capital Management LP88,414
1.0% of portfolio›$4.4M
Net Worth Advisory Group87,178
1.1% of portfolio›$4.3M
GSG Advisors LLC65,941
0.7% of portfolio›$3.3M
Compound Planning, Inc.53,533
0.1% of portfolio›$2.7M
Oppenheimer & Co Inc45,143
0.0% of portfolio›$2.2M
Financial Security Advisor, Inc.40,009
0.3% of portfolio›$2.0M
D.B. Root & Company, LLC37,961
0.4% of portfolio›$1.9M
D'Orazio & Associates, Inc.21,160
0.1% of portfolio›$1.0M
SteelPeak Wealth, LLC20,740
0.0% of portfolio›$1.0M
AFG Fiduciary Services Limited Partnership19,308
0.7% of portfolio›$956.7K
CRA Financial Services, LLC17,985
0.1% of portfolio›$890.6K
Sage Rhino Capital LLC16,940
0.1% of portfolio›$838.9K
Commonwealth Equity Services, LLC12,682
0.0% of portfolio›$628.0K
Kestra Private Wealth Services, LLC11,379
0.0% of portfolio›$563.5K
Surience Private Wealth LLC11,162
0.5% of portfolio›$552.7K
Strategic Family Wealth Counselors, L.L.C.10,724
0.1% of portfolio›$531.1K
Cambridge Investment Research Advisors, Inc.10,278
0.0% of portfolio›$509
Ballast Rock Private Wealth LLC5,827
0.1% of portfolio›$288.5K
New England Private Wealth Advisors LLC5,738
0.0% of portfolio›$284.1K
Independence Asset Advisors, LLC4,940
0.1% of portfolio›$244.6K
Ellis Investment Partners, LLC4,593
0.0% of portfolio›$227.5K
Fifth Third Bancorp3,915
0.0% of portfolio›$193.9K
US Bancorp \de\1,955
0.0% of portfolio›$96.8K
Bay Harbor Wealth Management, LLC956
0.0% of portfolio›$47.3K
Physician Wealth Advisors, Inc.210
0.0% of portfolio›$10.4K
StyleTurnoverLocationFiled
Dahring | Cusmano LLC
318,102$15.8M7.3%ETFLowNovi, MI2026-11-03
Holos Integrated Wealth LLC
216,970$10.7M4.8%ETFLowKennett Square, PA2026-10-23
Buska Wealth Management, LLC
89,719$4.4M1.5%ETFMediumWausau, WI2026-10-08
New Capital Management LP
88,414$4.4M1.0%ETFVery LowHouston, TX2026-10-29
Net Worth Advisory Group
87,178$4.3M1.1%GARPMediumSandy, UT2026-10-20
GSG Advisors LLC
65,941$3.3M0.7%ETFVery LowMount Laurel, NJ2026-11-03
Compound Planning, Inc.
53,533$2.7M0.1%CoreLowNew York, NY2026-11-05
Oppenheimer & Co Inc
45,143$2.2M0.0%CoreLowNew York, NY2026-10-26
Financial Security Advisor, Inc.
40,009$2.0M0.3%CoreLowVirginia Beach, VA2026-11-03
D.B. Root & Company, LLC
37,961$1.9M0.4%ETFLowPittsburgh, PA2026-11-04
D'Orazio & Associates, Inc.
21,160$1.0M0.1%ETFLowVienna, VA2026-11-04
SteelPeak Wealth, LLC
20,740$1.0M0.0%GrowthHighWoodland Hills, CA2026-10-16
AFG Fiduciary Services Limited Partnership
19,308$956.7K0.7%ETFVery LowHingham, MA2026-10-21
CRA Financial Services, LLC
17,985$890.6K0.1%ETFVery LowNorthfield, NJ2026-10-16
Sage Rhino Capital LLC
16,940$838.9K0.1%ETFLowMenlo Park, CA2026-10-28
Commonwealth Equity Services, LLC
12,682$628.0K0.0%ETFLowWaltham, MA2026-11-02
Kestra Private Wealth Services, LLC
11,379$563.5K0.0%GrowthLowAustin, TX2026-10-30
Surience Private Wealth LLC
11,162$552.7K0.5%ETFVery HighYakima, WA2026-10-16
Strategic Family Wealth Counselors, L.L.C.
10,724$531.1K0.1%ETFVery LowFairfield, NJ2026-10-29
Cambridge Investment Research Advisors, Inc.
10,278$5090.0%ETFLowFairfield, IA2026-11-02
Ballast Rock Private Wealth LLC
5,827$288.5K0.1%ETFMediumCharleston, SC2026-10-26
New England Private Wealth Advisors LLC
5,738$284.1K0.0%ETFVery LowWellesley, MA2026-10-19
Independence Asset Advisors, LLC
4,940$244.6K0.1%ETFVery LowWynnewood,, PA2026-10-23
Ellis Investment Partners, LLC
4,593$227.5K0.0%ETFLowBerwyn, PA2026-10-21
Fifth Third Bancorp
3,915$193.9K0.0%IndexVery LowCincinnati, OH2026-11-05
US Bancorp \de\
1,955$96.8K0.0%IndexLowMinneapolis, MN2026-11-05
Bay Harbor Wealth Management, LLC
956$47.3K0.0%ETFMediumHunt Valley, MD2026-11-03
Physician Wealth Advisors, Inc.
210$10.4K0.0%ETFMediumMidvale, UT2026-10-20