BRPW
VGMS

Ballast Rock Private Wealth’s Vanguard Multi-Sector Income Bond ETF VGMS Stock Holding History

Ballast Rock Private Wealth’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 		$300K Buy
5,849
+77
+1% +$3.94K 0.14% 150
2026
Q1 		$294K Buy
5,772
+49
+0.9% +$2.52K 0.16% 144
2025
Q4 		$295K Buy
+5,723
New +$296K 0.18% 139

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

Ballast Rock Private Wealth's VGMS Position: Q2 2026 in Review

Ballast Rock Private Wealth increased its Vanguard Multi-Sector Income Bond ETF (VGMS) stake by 1.3% in Q2 2026, buying an estimated $3.94K and bringing the position to 5,849 shares worth $300K. The position accounts for 0.14% of the portfolio, ranked #150.

Ballast Rock Private Wealth first reported a position in VGMS in Q4 2025 and has held it in 3 quarters since. 41 funds tracked by Wall St. Rank hold VGMS as of Q2 2026.

  • Ballast Rock Private Wealth held 5,849 shares of Vanguard Multi-Sector Income Bond ETF worth $300K as of Q2 2026.
  • Ballast Rock Private Wealth bought 77 Vanguard Multi-Sector Income Bond ETF shares in Q2 2026, an estimated $3.94K.
  • Vanguard Multi-Sector Income Bond ETF made up 0.14% of Ballast Rock Private Wealth's portfolio in Q2 2026, its #150 holding.
  • Ballast Rock Private Wealth first reported a position in Vanguard Multi-Sector Income Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 41 funds tracked by Wall St. Rank held Vanguard Multi-Sector Income Bond ETF as of Q2 2026.

Based on Ballast Rock Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.