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Vanguard Multi-Sector (VGMS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Dahring | Cusmano LLC
INCREASED
Shares318,102 from 223,917
Change+94,185 (+42%)
Value$15.8M (+$4.3M)
Filed 2026-11-03
Holos Integrated Wealth LLC
INCREASED
Shares216,970 from 194,919
Change+22,051 (+11%)
Value$10.7M (+$775.4K)
Filed 2026-10-23
Buska Wealth Management, LLC
DECREASED
Shares89,719 from 99,575
Change-9,856 (-10%)
Value$4.4M (-$664.3K)
Filed 2026-10-08
New Capital Management LP
INCREASED
Shares88,414 from 85,575
Change+2,839 (+3%)
Value$4.4M (-$10.9K)
Filed 2026-10-29
Net Worth Advisory Group
INCREASED
Shares87,178 from 83,668
Change+3,510 (+4%)
Value$4.3M (+$9.2K)
Filed 2026-10-20
GSG Advisors LLC
INCREASED
Shares65,941 from 61,946
Change+3,995 (+6%)
Value$3.3M (+$88.1K)
Filed 2026-11-03
Compound Planning, Inc.
INCREASED
Shares53,533 from 5,919
Change+47,614 (+804%)
Value$2.7M (+$2.3M)
Filed 2026-11-05
Oppenheimer & Co Inc
INCREASED
Shares45,143 from 10,430
Change+34,713 (+333%)
Value$2.2M (+$1.7M)
Filed 2026-10-26
Financial Security Advisor, Inc.
NEW
Shares40,009
Change+40,009
Value$2.0M
Filed 2026-11-03
D.B. Root & Company, LLC
INCREASED
Shares37,961 from 21,949
Change+16,012 (+73%)
Value$1.9M (+$754.1K)
Filed 2026-11-04
D'Orazio & Associates, Inc.
INCREASED
Shares21,160 from 19,803
Change+1,357 (+7%)
Value$1.0M (+$32.1K)
Filed 2026-11-04
SteelPeak Wealth, LLC
INCREASED
Shares20,740 from 14,020
Change+6,720 (+48%)
Value$1.0M (+$308.0K)
Filed 2026-10-16
AFG Fiduciary Services Limited Partnership
INCREASED
Shares19,308 from 18,968
Change+340 (+2%)
Value$956.7K (-$13.0K)
Filed 2026-10-21
CRA Financial Services, LLC
INCREASED
Shares17,985 from 17,483
Change+502 (+3%)
Value$890.6K (-$6.1K)
Filed 2026-10-16
Sage Rhino Capital LLC
INCREASED
Shares16,940 from 16,907
Change+33 (+0%)
Value$838.9K (-$28.2K)
Filed 2026-10-28
Commonwealth Equity Services, LLC
INCREASED
Shares12,682 from 11,919
Change+763 (+6%)
Value$628.0K (+$16.7K)
Filed 2026-11-02
Kestra Private Wealth Services, LLC
DECREASED
Shares11,379 from 21,010
Change-9,631 (-46%)
Value$563.5K (-$514.1K)
Filed 2026-10-30
Surience Private Wealth LLC
NEW
Shares11,162
Change+11,162
Value$552.7K
Filed 2026-10-16
Strategic Family Wealth Counselors, L.L.C.
INCREASED
Shares10,724 from 7,853
Change+2,871 (+37%)
Value$531.1K (+$128.3K)
Filed 2026-10-29
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares10,278 from 7,431
Change+2,847 (+38%)
Value$509 (-$380.5K)
Filed 2026-11-02
Ballast Rock Private Wealth LLC
DECREASED
Shares5,827 from 5,849
Change-22 (0%)
Value$288.5K (-$11.4K)
Filed 2026-10-26
New England Private Wealth Advisors LLC
INCREASED
Shares5,738 from 5,193
Change+545 (+10%)
Value$284.1K (+$20.5K)
Filed 2026-10-19
Independence Asset Advisors, LLC
DECREASED
Shares4,940 from 5,661
Change-721 (-13%)
Value$244.6K (-$45.3K)
Filed 2026-10-23
Ellis Investment Partners, LLC
NEW
Shares4,593
Change+4,593
Value$227.5K
Filed 2026-10-21
Fifth Third Bancorp
INCREASED
Shares3,915 from 113
Change+3,802 (+3365%)
Value$193.9K (+$188.1K)
Filed 2026-11-05
US Bancorp \de\
NEW
Shares1,955
Change+1,955
Value$96.8K
Filed 2026-11-05
Bay Harbor Wealth Management, LLC
NEW
Shares956
Change+956
Value$47.3K
Filed 2026-11-03
Physician Wealth Advisors, Inc.
DECREASED
Shares210 from 448
Change-238 (-53%)
Value$10.4K (-$12.6K)
Filed 2026-10-20
SageOak Financial, LLC
CLOSED
Shares0 from 7,760
Change-7,760 (-100%)
Value$0 (-$398.0K)
Filed 2026-10-19
Pennsylvania Capital Management Inc
CLOSED
Shares0 from 7,238
Change-7,238 (-100%)
Value$0 (-$371.2K)
Filed 2026-11-05
Insight Wealth Strategies, LLC
CLOSED
Shares0 from 4,831
Change-4,831 (-100%)
Value$0 (-$246.6K)
Filed 2026-10-09
Farther Finance Advisors, LLC
CLOSED
Shares0 from 3,020
Change-3,020 (-100%)
Value$0 (-$154.9K)
Filed 2026-10-08
Rialto Wealth Management, LLC
N/A
Shares— from 85,775
Change-85,775 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 41,878
Change-41,878 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 36,387
Change-36,387 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 25,449
Change-25,449 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 16,660
Change-16,660 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 15,950
Change-15,950 (-100%)
Value—
UBS Group AG
N/A
Shares— from 13,284
Change-13,284 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 8,231
Change-8,231 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 3,959
Change-3,959 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,942
Change-2,942 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,714
Change-1,714 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 400
Change-400 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 341
Change-341 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 232
Change-232 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 0
Change0
Value—
Status
Dahring | Cusmano LLC
INCREASED318,102223,917+94,185+42%$11.5M$15.8M+$4.3M2026-11-03
Holos Integrated Wealth LLC
INCREASED216,970194,919+22,051+11%$10.0M$10.7M+$775.4K2026-10-23
Buska Wealth Management, LLC
DECREASED89,71999,575-9,856-10%$5.1M$4.4M-$664.3K2026-10-08
New Capital Management LP
INCREASED88,41485,575+2,839+3%$4.4M$4.4M-$10.9K2026-10-29
Net Worth Advisory Group
INCREASED87,17883,668+3,510+4%$4.3M$4.3M+$9.2K2026-10-20
GSG Advisors LLC
INCREASED65,94161,946+3,995+6%$3.2M$3.3M+$88.1K2026-11-03
Compound Planning, Inc.
INCREASED53,5335,919+47,614+804%$303.6K$2.7M+$2.3M2026-11-05
Oppenheimer & Co Inc
INCREASED45,14310,430+34,713+333%$535.0K$2.2M+$1.7M2026-10-26
Financial Security Advisor, Inc.
NEW40,009—+40,009——$2.0M—2026-11-03
D.B. Root & Company, LLC
INCREASED37,96121,949+16,012+73%$1.1M$1.9M+$754.1K2026-11-04
D'Orazio & Associates, Inc.
INCREASED21,16019,803+1,357+7%$1.0M$1.0M+$32.1K2026-11-04
SteelPeak Wealth, LLC
INCREASED20,74014,020+6,720+48%$719.1K$1.0M+$308.0K2026-10-16
AFG Fiduciary Services Limited Partnership
INCREASED19,30818,968+340+2%$969.7K$956.7K-$13.0K2026-10-21
CRA Financial Services, LLC
INCREASED17,98517,483+502+3%$896.7K$890.6K-$6.1K2026-10-16
Sage Rhino Capital LLC
INCREASED16,94016,907+33+0%$867.1K$838.9K-$28.2K2026-10-28
Commonwealth Equity Services, LLC
INCREASED12,68211,919+763+6%$611.3K$628.0K+$16.7K2026-11-02
Kestra Private Wealth Services, LLC
DECREASED11,37921,010-9,631-46%$1.1M$563.5K-$514.1K2026-10-30
Surience Private Wealth LLC
NEW11,162—+11,162——$552.7K—2026-10-16
Strategic Family Wealth Counselors, L.L.C.
INCREASED10,7247,853+2,871+37%$402.8K$531.1K+$128.3K2026-10-29
Cambridge Investment Research Advisors, Inc.
INCREASED10,2787,431+2,847+38%$381.0K$509-$380.5K2026-11-02
Ballast Rock Private Wealth LLC
DECREASED5,8275,849-220%$300.0K$288.5K-$11.4K2026-10-26
New England Private Wealth Advisors LLC
INCREASED5,7385,193+545+10%$263.6K$284.1K+$20.5K2026-10-19
Independence Asset Advisors, LLC
DECREASED4,9405,661-721-13%$289.9K$244.6K-$45.3K2026-10-23
Ellis Investment Partners, LLC
NEW4,593—+4,593——$227.5K—2026-10-21
Fifth Third Bancorp
INCREASED3,915113+3,802+3365%$5.8K$193.9K+$188.1K2026-11-05
US Bancorp \de\
NEW1,955—+1,955——$96.8K—2026-11-05
Bay Harbor Wealth Management, LLC
NEW956—+956——$47.3K—2026-11-03
Physician Wealth Advisors, Inc.
DECREASED210448-238-53%$23.0K$10.4K-$12.6K2026-10-20
SageOak Financial, LLC
CLOSED07,760-7,760-100%$398.0K$0-$398.0K2026-10-19
Pennsylvania Capital Management Inc
CLOSED07,238-7,238-100%$371.2K$0-$371.2K2026-11-05
Insight Wealth Strategies, LLC
CLOSED04,831-4,831-100%$246.6K$0-$246.6K2026-10-09
Farther Finance Advisors, LLC
CLOSED03,020-3,020-100%$154.9K$0-$154.9K2026-10-08
Rialto Wealth Management, LLC
N/A—85,775-85,775-100%$4.4M———
Jane Street Group, LLC
N/A—41,878-41,878-100%$2.1M———
Royal Bank of Canada
N/A—36,387-36,387-100%$1.9M———
Modern Wealth Management, LLC
N/A—25,449-25,449-100%$1.3M———
Beacon Pointe Advisors, LLC
N/A—16,660-16,660-100%$854.5K———
Citadel Advisors LLC
N/A—15,950-15,950-100%$818.1K———
UBS Group AG
N/A—13,284-13,284-100%$681.3K———
Ancora Advisors LLCA
N/A—8,231-8,231-100%$422.2K———
Goldman Sachs Group Inc
N/A—3,959-3,959-100%$203.1K———
Global Retirement Partners, LLC
N/A—2,942-2,942-100%$150.9K———
Osaic Holdings, Inc.
N/A—1,714-1,714-100%$87.9K———
Morgan Stanley
N/A—400-400-100%$20.5K———
AE Wealth Management LLC
N/A—341-341-100%$17.5K———
Fiduciary Financial Advisors
N/A—232-232-100%$11.9K———
Wells Fargo & Company
N/A—00—$1———
Showing 47 of 47 institutions