AFG Fiduciary Services’s Vanguard Multi-Sector Income Bond ETF VGMS Stock Holding History

AFG Fiduciary Services’s Portfolio VGMS Stock Details VGMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$957K	Buy	19,308 +340	+2%	+$17.2K	0.73%	28
2026 Q2	$970K	Buy	18,968 +35	+0.2%	+$1.79K	0.75%	28
2026 Q1	$965K	Sell	18,933 -463	-2%	-$23.9K	0.56%	40
2025 Q4	$1M	Buy	19,396 +303	+2%	+$15.6K	0.59%	35
2025 Q3	$986K	Buy	+19,093	New	+$979K	0.57%	39

Other funds holding VGMS

Holos Integrated Wealth Kennett Square, Pennsylvania $223M AUM 9.55% 1-Year Est. Return

Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return

Net Worth Advisory Group Sandy, Utah $397M AUM 23.64% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

CRA Financial Services Northfield, New Jersey $904M AUM 20.1% 1-Year Est. Return

Sage Rhino Capital Menlo Park, California $620M AUM 19.53% 1-Year Est. Return

Surience Private Wealth Yakima, Washington $104M AUM 19.82% 1-Year Est. Return

Ballast Rock Private Wealth Charleston, South Carolina $214M AUM 17.63% 1-Year Est. Return

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

AFG Fiduciary Services's VGMS Position: Q3 2026 in Review

AFG Fiduciary Services increased its Vanguard Multi-Sector Income Bond ETF (VGMS) stake by 1.8% in Q3 2026, buying an estimated $17.2K and bringing the position to 19,308 shares worth $957K. The position accounts for 0.73% of the portfolio, ranked #28.

AFG Fiduciary Services first reported a position in VGMS in Q3 2025 and has held it in 5 quarters since. The position peaked at $1M in Q4 2025. 14 funds tracked by Wall St. Rank hold VGMS as of Q3 2026.

AFG Fiduciary Services held 19,308 shares of Vanguard Multi-Sector Income Bond ETF worth $957K as of Q3 2026.
AFG Fiduciary Services bought 340 Vanguard Multi-Sector Income Bond ETF shares in Q3 2026, an estimated $17.2K.
Vanguard Multi-Sector Income Bond ETF made up 0.73% of AFG Fiduciary Services's portfolio in Q3 2026, its #28 holding.
AFG Fiduciary Services first reported a position in Vanguard Multi-Sector Income Bond ETF in Q3 2025 and has held it in 5 quarters since.
AFG Fiduciary Services's Vanguard Multi-Sector Income Bond ETF position peaked at $1M in Q4 2025.
14 funds tracked by Wall St. Rank held Vanguard Multi-Sector Income Bond ETF as of Q3 2026.

Based on AFG Fiduciary Services's 13F filing for Q3 2026, filed 21 Oct 2026.