AF
VGI

Allworth Financial’s Virtus Global Multi-Sector Income Fund VGI Stock Holding History

Allworth Financial’s Portfolio VGI Stock Details VGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.1K Buy
1,500
+500
+50% +$3.88K ﹤0.01% 3434
2025
Q4 		$7.84K Buy
1,000
+800
+400% +$6.27K ﹤0.01% 3425
2025
Q3 		$1.59K Hold
200
– – ﹤0.01% 4107
2025
Q2 		$1.57K Buy
+200
New +$1.52K ﹤0.01% 3810

Other funds holding VGI

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Allworth Financial's VGI Position: Q1 2026 in Review

Allworth Financial increased its Virtus Global Multi-Sector Income Fund (VGI) stake by 50% in Q1 2026, buying an estimated $3.88K and bringing the position to 1,500 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3434.

Allworth Financial first reported a position in VGI in Q2 2025 and has held it in 4 quarters since. 34 funds tracked by Wall St. Rank hold VGI as of Q1 2026.

  • Allworth Financial held 1,500 shares of Virtus Global Multi-Sector Income Fund worth $11.1K as of Q1 2026.
  • Allworth Financial bought 500 Virtus Global Multi-Sector Income Fund shares in Q1 2026, an estimated $3.88K.
  • Virtus Global Multi-Sector Income Fund made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #3434 holding.
  • Allworth Financial first reported a position in Virtus Global Multi-Sector Income Fund in Q2 2025 and has held it in 4 quarters since.
  • 34 funds tracked by Wall St. Rank held Virtus Global Multi-Sector Income Fund as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.