DOA
VGMS

D'Orazio & Associates’s Vanguard Multi-Sector Income Bond ETF VGMS Stock Holding History

D'Orazio & Associates’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 		$1.02M Buy
19,803
+4,478
+29% +$229K 0.12% 68
2026
Q1 		$782K Buy
15,325
+10,065
+191% +$519K 0.1% 78
2025
Q4 		$271K Buy
+5,260
New +$272K 0.03% 207

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'Orazio & Associates's VGMS Position: Q2 2026 in Review

D'Orazio & Associates increased its Vanguard Multi-Sector Income Bond ETF (VGMS) stake by 29% in Q2 2026, buying an estimated $229K and bringing the position to 19,803 shares worth $1.02M. The position accounts for 0.12% of the portfolio, ranked #68.

D'Orazio & Associates 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.

  • D'Orazio & Associates held 19,803 shares of Vanguard Multi-Sector Income Bond ETF worth $1.02M as of Q2 2026.
  • D'Orazio & Associates bought 4,478 Vanguard Multi-Sector Income Bond ETF shares in Q2 2026, an estimated $229K.
  • Vanguard Multi-Sector Income Bond ETF made up 0.12% of D'Orazio & Associates's portfolio in Q2 2026, its #68 holding.
  • D'Orazio & Associates 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 D'Orazio & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.