AWA
VGMS

Arete Wealth Advisors’s Vanguard Multi-Sector Income Bond ETF VGMS Stock Holding History

Arete Wealth Advisors’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 		– Sell
-27,240
Closed -$1.39M – 375
2026
Q1 		$1.39M Buy
27,240
+5,870
+27% +$303K 0.1% 191
2025
Q4 		$1.1M Buy
+21,370
New +$1.1M 0.08% 229

Other funds holding VGMS

DC
Dahring Cusmano Novi, Michigan $190M AUM 18.47% 1-Year Est. Return
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
RWM
Rialto Wealth Management Syracuse, New York $505M AUM 18.57% 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
GA
GSG Advisors Mount Laurel, New Jersey $454M AUM 28.38% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

Arete Wealth Advisors's VGMS Position: Q2 2026 in Review

Arete Wealth Advisors sold out of Vanguard Multi-Sector Income Bond ETF (VGMS) in Q2 2026, closing a stake of 27,240 shares — an estimated $1.39M sold.

Arete Wealth Advisors first reported a position in VGMS in Q4 2025 and held it in 2 quarters. The position peaked at $1.39M in Q1 2026. 41 funds tracked by Wall St. Rank hold VGMS as of Q2 2026.

  • Arete Wealth Advisors reported no remaining Vanguard Multi-Sector Income Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 27,240 Vanguard Multi-Sector Income Bond ETF shares in Q2 2026, an estimated $1.39M.
  • Arete Wealth Advisors first reported a position in Vanguard Multi-Sector Income Bond ETF in Q4 2025 and held it in 2 quarters.
  • Arete Wealth Advisors's Vanguard Multi-Sector Income Bond ETF position peaked at $1.39M in Q1 2026.
  • 41 funds tracked by Wall St. Rank held Vanguard Multi-Sector Income Bond ETF as of Q2 2026.

Based on Arete Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.