AAP
VGI

Arax Advisory Partners’s Virtus Global Multi-Sector Income Fund VGI Stock Holding History

Arax Advisory Partners’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 		– Sell
-1,115
Closed -$8.74K – 4353
2025
Q4 		$8.74K Hold
1,115
– – ﹤0.01% 2541
2025
Q3 		$8.86K Buy
+1,115
New +$8.83K ﹤0.01% 2650

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

Arax Advisory Partners's VGI Position: Q1 2026 in Review

Arax Advisory Partners sold out of Virtus Global Multi-Sector Income Fund (VGI) in Q1 2026, closing a stake of 1,115 shares — an estimated $8.74K sold.

Arax Advisory Partners first reported a position in VGI in Q3 2025 and held it in 2 quarters. The position peaked at $8.86K in Q3 2025. 34 funds tracked by Wall St. Rank hold VGI as of Q1 2026.

  • Arax Advisory Partners reported no remaining Virtus Global Multi-Sector Income Fund position as of Q1 2026 after selling out during the quarter.
  • Arax Advisory Partners sold 1,115 Virtus Global Multi-Sector Income Fund shares in Q1 2026, an estimated $8.74K.
  • Arax Advisory Partners first reported a position in Virtus Global Multi-Sector Income Fund in Q3 2025 and held it in 2 quarters.
  • Arax Advisory Partners's Virtus Global Multi-Sector Income Fund position peaked at $8.86K in Q3 2025.
  • 34 funds tracked by Wall St. Rank held Virtus Global Multi-Sector Income Fund as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.