Cambridge Investment Research Advisors
VGI

Cambridge Investment Research Advisors’s Virtus Global Multi-Sector Income Fund VGI Stock Holding History

Cambridge Investment Research Advisors’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
Q2 		$924K Buy
123,258
+63,666
+107% +$476K ﹤0.01% 2387
2026
Q1 		$440K Buy
59,592
+267
+0.5% +$2.07K ﹤0.01% 2919
2025
Q4 		$465K Sell
59,325
-2,160
-4% -$16.9K ﹤0.01% 2794
2025
Q3 		$488K Sell
61,485
-6,590
-10% -$52.2K ﹤0.01% 2702
2025
Q2 		$534K Buy
68,075
+21,402
+46% +$162K ﹤0.01% 2485
2025
Q1 		$361K Buy
46,673
+886
+2% +$6.89K ﹤0.01% 2715
2024
Q4 		$350K Sell
45,787
-1,655
-3% -$13.2K ﹤0.01% 2718
2024
Q3 		$384K Sell
47,442
-250
-0.5% -$1.95K ﹤0.01% 2630
2024
Q2 		$361K Sell
47,692
-900
-2% -$6.71K ﹤0.01% 2561
2024
Q1 		$372K Buy
48,592
+8,500
+21% +$64.9K ﹤0.01% 2537
2023
Q4 		$314K Sell
40,092
-10,104
-20% -$73.1K ﹤0.01% 2562
2023
Q3 		$368K Buy
50,196
+9,504
+23% +$71.9K ﹤0.01% 2341
2023
Q2 		$304K Sell
40,692
-239
-0.6% -$1.82K ﹤0.01% 2514
2023
Q1 		$317K Sell
40,931
-1,299
-3% -$10.4K ﹤0.01% 2439
2022
Q4 		$327K Sell
42,230
-4,328
-9% -$33.4K ﹤0.01% 2367
2022
Q3 		$348K Sell
46,558
-6,022
-11% -$50.1K ﹤0.01% 2243
2022
Q2 		$434K Buy
52,580
+499
+1% +$4.43K ﹤0.01% 2067
2022
Q1 		$517K Buy
52,081
+3,531
+7% +$36.2K ﹤0.01% 2075
2021
Q4 		$542K Sell
48,550
-1,100
-2% -$12.8K ﹤0.01% 2046
2021
Q3 		$584K Sell
49,650
-1,700
-3% -$20.2K ﹤0.01% 1927
2021
Q2 		$613K Sell
51,350
-2,415
-4% -$29.2K ﹤0.01% 1896
2021
Q1 		$639K Buy
53,765
+4,370
+9% +$52.1K ﹤0.01% 1713
2020
Q4 		$598K Sell
49,395
-832
-2% -$9.41K ﹤0.01% 1657
2020
Q3 		$541K Sell
50,227
-2,945
-6% -$33.4K ﹤0.01% 1561
2020
Q2 		$592K Buy
53,172
+2,126
+4% +$22K ﹤0.01% 1460
2020
Q1 		$493K Buy
51,046
+5,149
+11% +$62.3K ﹤0.01% 1373
2019
Q4 		$574K Sell
45,897
-2,040
-4% -$25.9K ﹤0.01% 1488
2019
Q3 		$604K Buy
47,937
+500
+1% +$6.37K 0.01% 1374
2019
Q2 		$601K Buy
47,437
+1,165
+3% +$14.5K 0.01% 1315
2019
Q1 		$567K Buy
46,272
+3,355
+8% +$40.4K 0.01% 1401
2018
Q4 		$476K Buy
42,917
+2,417
+6% +$28.8K 0.01% 1354
2018
Q3 		$535K Buy
40,500
+29,700
+275% +$397K 0.01% 1402
2018
Q2 		$144K Hold
10,800
– – ﹤0.01% 2070
2018
Q1 		$166K Sell
10,800
-770
-7% -$11.9K ﹤0.01% 1999
2017
Q4 		$202K Sell
11,570
-5,330
-32% -$96.3K ﹤0.01% 1923
2017
Q3 		$306K Sell
16,900
-1,900
-10% -$32.9K ﹤0.01% 1540
2017
Q2 		$321K Sell
18,800
-259
-1% -$4.34K ﹤0.01% 1470
2017
Q1 		$308K Buy
19,059
+157
+0.8% +$2.5K 0.01% 1362
2016
Q4 		$290K Buy
18,902
+28
+0.1% +$428 0.01% 1292
2016
Q3 		$300K Buy
+18,874
New +$297K 0.01% 1296
2014
Q4 		– Sell
-197,649
Closed -$3.38M – 1486
2014
Q3 		$3.38M Buy
+197,649
New +$3.47M 0.1% 194

Other funds holding VGI

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
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
TWPM
Total Wealth Planning & Management Ponte Vedra Beach, Florida $148M AUM
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM

Cambridge Investment Research Advisors's VGI Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Virtus Global Multi-Sector Income Fund (VGI) stake by 107% in Q2 2026, buying an estimated $476K and bringing the position to 123,258 shares worth $924K. The position accounts for ﹤0.01% of the portfolio, ranked #2387.

Cambridge Investment Research Advisors first reported a position in VGI in Q3 2014 and has held it in 41 quarters since. The position peaked at $3.38M in Q3 2014. 13 funds tracked by Wall St. Rank hold VGI as of Q2 2026.

  • Cambridge Investment Research Advisors held 123,258 shares of Virtus Global Multi-Sector Income Fund worth $924K as of Q2 2026.
  • Cambridge Investment Research Advisors bought 63,666 Virtus Global Multi-Sector Income Fund shares in Q2 2026, an estimated $476K.
  • Virtus Global Multi-Sector Income Fund made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2387 holding.
  • Cambridge Investment Research Advisors first reported a position in Virtus Global Multi-Sector Income Fund in Q3 2014 and has held it in 41 quarters since.
  • Cambridge Investment Research Advisors's Virtus Global Multi-Sector Income Fund position peaked at $3.38M in Q3 2014.
  • 13 funds tracked by Wall St. Rank held Virtus Global Multi-Sector Income Fund as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.