GRP
VGI

Global Retirement Partners’s Virtus Global Multi-Sector Income Fund VGI Stock Holding History

Global Retirement Partners’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 		$6K Buy
+800
New +$5.98K ﹤0.01% 3638
2025
Q4 		$6.27K Hold
800
– – ﹤0.01% 3360
2025
Q3 		$6.36K Hold
800
– – ﹤0.01% 2876
2025
Q2 		$6.27K Buy
+800
New +$6.07K ﹤0.01% 2809
2024
Q4 		$6.11K Hold
800
– – ﹤0.01% 2595
2024
Q3 		$6.48K Buy
+800
New +$6.25K ﹤0.01% 2453

Other funds holding VGI

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Global Retirement Partners's VGI Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Virtus Global Multi-Sector Income Fund (VGI) in Q2 2026: 800 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #3638 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in VGI as recently as Q4 2025.

Global Retirement Partners first reported a position in VGI in Q3 2024 and has held it in 6 quarters since. The position peaked at $6.48K in Q3 2024. 36 funds tracked by Wall St. Rank hold VGI as of Q2 2026.

  • Global Retirement Partners held 800 shares of Virtus Global Multi-Sector Income Fund worth $6K as of Q2 2026.
  • Virtus Global Multi-Sector Income Fund was a new Global Retirement Partners position in Q2 2026.
  • Virtus Global Multi-Sector Income Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3638 holding.
  • Global Retirement Partners first reported a position in Virtus Global Multi-Sector Income Fund in Q3 2024 and has held it in 6 quarters since.
  • Global Retirement Partners's Virtus Global Multi-Sector Income Fund position peaked at $6.48K in Q3 2024.
  • 36 funds tracked by Wall St. Rank held Virtus Global Multi-Sector Income Fund as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.