CFS
VGMS

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
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

DC
Dahring Cusmano Novi, Michigan $163M AUM 15.05% 1-Year Est. Return
HIW
Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return
NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return
RWM
Rialto Wealth Management Syracuse, New York $445M AUM 15.58% 1-Year Est. Return
DBRC
D.B. Root & Company Pittsburgh, Pennsylvania $419M AUM 15.03% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return
GA
GSG Advisors Mount Laurel, New Jersey $385M AUM 19.83% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CRA Financial Services's VGMS Position: Q1 2026 in Review

CRA Financial Services increased its Vanguard Multi-Sector Income Bond ETF (VGMS) stake by 94% in Q1 2026, buying an estimated $427K and bringing the position to 17,086 shares worth $871K. The position accounts for 0.11% of the portfolio, ranked #131.

CRA Financial Services first reported a position in VGMS in Q3 2025 and has held it in 3 quarters since. 28 funds tracked by Wall St. Rank hold VGMS as of Q1 2026.

  • CRA Financial Services held 17,086 shares of Vanguard Multi-Sector Income Bond ETF worth $871K as of Q1 2026.
  • CRA Financial Services bought 8,283 Vanguard Multi-Sector Income Bond ETF shares in Q1 2026, an estimated $427K.
  • Vanguard Multi-Sector Income Bond ETF made up 0.11% of CRA Financial Services's portfolio in Q1 2026, its #131 holding.
  • CRA Financial Services first reported a position in Vanguard Multi-Sector Income Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 28 funds tracked by Wall St. Rank held Vanguard Multi-Sector Income Bond ETF as of Q1 2026.

Based on CRA Financial Services's 13F filing for Q1 2026, filed 9 Apr 2026.