CRA Financial Services’s Vanguard Multi-Sector Income Bond ETF VGMS Stock Holding History

CRA Financial Services’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 Q3	$891K	Buy	17,985 +502	+3%	+$25.5K	0.1%	141
2026 Q2	$897K	Buy	17,483 +397	+2%	+$20.3K	0.1%	144
2026 Q1	$871K	Buy	17,086 +8,283	+94%	+$427K	0.11%	131
2025 Q4	$454K	Buy	8,803 +38	+0.4%	+$1.96K	0.06%	187
2025 Q3	$454K	Buy	+8,765	New	+$450K	0.06%	181

Other funds holding VGMS

BWM

Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return

NWAG

Net Worth Advisory Group Sandy, Utah $397M AUM 23.64% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

SPW

Surience Private Wealth Yakima, Washington $104M AUM 19.82% 1-Year Est. Return

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

CRA Financial Services's VGMS Position: Q3 2026 in Review

CRA Financial Services increased its Vanguard Multi-Sector Income Bond ETF (VGMS) stake by 2.9% in Q3 2026, buying an estimated $25.5K and bringing the position to 17,985 shares worth $891K. The position accounts for 0.1% of the portfolio, ranked #141.

CRA Financial Services first reported a position in VGMS in Q3 2025 and has held it in 5 quarters since. The position peaked at $897K in Q2 2026. 7 funds tracked by Wall St. Rank hold VGMS as of Q3 2026.

CRA Financial Services held 17,985 shares of Vanguard Multi-Sector Income Bond ETF worth $891K as of Q3 2026.
CRA Financial Services bought 502 Vanguard Multi-Sector Income Bond ETF shares in Q3 2026, an estimated $25.5K.
Vanguard Multi-Sector Income Bond ETF made up 0.1% of CRA Financial Services's portfolio in Q3 2026, its #141 holding.
CRA Financial Services first reported a position in Vanguard Multi-Sector Income Bond ETF in Q3 2025 and has held it in 5 quarters since.
CRA Financial Services's Vanguard Multi-Sector Income Bond ETF position peaked at $897K in Q2 2026.
7 funds tracked by Wall St. Rank held Vanguard Multi-Sector Income Bond ETF as of Q3 2026.

Based on CRA Financial Services's 13F filing for Q3 2026, filed 16 Oct 2026.