DBRC
VGMS

D.B. Root & Company’s Vanguard Multi-Sector Income Bond ETF VGMS Stock Holding History

D.B. Root & Company’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 		$1.13M Sell
21,949
-44,802
-67% -$2.3M 0.24% 57
2026
Q1 		$3.4M Buy
66,751
+9,517
+17% +$490K 0.81% 26
2025
Q4 		$2.95M Buy
+57,234
New +$2.96M 0.72% 27

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

D.B. Root & Company's VGMS Position: Q2 2026 in Review

D.B. Root & Company reduced its Vanguard Multi-Sector Income Bond ETF (VGMS) stake by 67% in Q2 2026, selling an estimated $2.3M and leaving 21,949 shares worth $1.13M. The position accounts for 0.24% of the portfolio, ranked #57.

D.B. Root & Company first reported a position in VGMS in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.4M in Q1 2026. 41 funds tracked by Wall St. Rank hold VGMS as of Q2 2026.

  • D.B. Root & Company held 21,949 shares of Vanguard Multi-Sector Income Bond ETF worth $1.13M as of Q2 2026.
  • D.B. Root & Company sold 44,802 Vanguard Multi-Sector Income Bond ETF shares in Q2 2026, an estimated $2.3M.
  • Vanguard Multi-Sector Income Bond ETF made up 0.24% of D.B. Root & Company's portfolio in Q2 2026, its #57 holding.
  • D.B. Root & Company first reported a position in Vanguard Multi-Sector Income Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • D.B. Root & Company's Vanguard Multi-Sector Income Bond ETF position peaked at $3.4M in Q1 2026.
  • 41 funds tracked by Wall St. Rank held Vanguard Multi-Sector Income Bond ETF as of Q2 2026.

Based on D.B. Root & Company's 13F filing for Q2 2026, filed 13 Aug 2026.