AFS
VGMS

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
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% +$15.7K 0.59% 35
2025
Q3 		$986K Buy
+19,093
New +$979K 0.57% 39

Other funds holding VGMS

HIW
Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return
NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return
NWAG
Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
SF
SageOak Financial Tulsa, Oklahoma $154M AUM 14.65% 1-Year Est. Return
IAA
Independence Asset Advisors Wynnewood,, Pennsylvania $384M AUM 10.81% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return

AFG Fiduciary Services's VGMS Position: Q2 2026 in Review

AFG Fiduciary Services increased its Vanguard Multi-Sector Income Bond ETF (VGMS) stake by 0.18% in Q2 2026, buying an estimated $1.79K and bringing the position to 18,968 shares worth $970K. The position accounts for 0.75% of the portfolio, ranked #28.

AFG Fiduciary Services first reported a position in VGMS in Q3 2025 and has held it in 4 quarters since. The position peaked at $1M in Q4 2025. 11 funds tracked by Wall St. Rank hold VGMS as of Q2 2026.

  • AFG Fiduciary Services held 18,968 shares of Vanguard Multi-Sector Income Bond ETF worth $970K as of Q2 2026.
  • AFG Fiduciary Services bought 35 Vanguard Multi-Sector Income Bond ETF shares in Q2 2026, an estimated $1.79K.
  • Vanguard Multi-Sector Income Bond ETF made up 0.75% of AFG Fiduciary Services's portfolio in Q2 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 4 quarters since.
  • AFG Fiduciary Services's Vanguard Multi-Sector Income Bond ETF position peaked at $1M in Q4 2025.
  • 11 funds tracked by Wall St. Rank held Vanguard Multi-Sector Income Bond ETF as of Q2 2026.

Based on AFG Fiduciary Services's 13F filing for Q2 2026, filed 9 Jul 2026.