HIW
VGMS

Holos Integrated Wealth’s Vanguard Multi-Sector Income Bond ETF VGMS Stock Holding History

Holos Integrated Wealth’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 		$9.96M Buy
194,919
+39,476
+25% +$2.02M 4.65% 4
2026
Q1 		$7.93M Buy
155,443
+22,109
+17% +$1.14M 4.01% 6
2025
Q4 		$6.89M Buy
+133,334
New +$6.89M 3.84% 6

Other funds holding VGMS

DC
Dahring Cusmano Novi, Michigan $190M AUM 18.47% 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
DBRC
D.B. Root & Company Pittsburgh, Pennsylvania $471M AUM 19.62% 1-Year Est. Return

Holos Integrated Wealth's VGMS Position: Q2 2026 in Review

Holos Integrated Wealth increased its Vanguard Multi-Sector Income Bond ETF (VGMS) stake by 25% in Q2 2026, buying an estimated $2.02M and bringing the position to 194,919 shares worth $9.96M. The position accounts for 4.65% of the portfolio, ranked #4.

Holos Integrated Wealth 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.

  • Holos Integrated Wealth held 194,919 shares of Vanguard Multi-Sector Income Bond ETF worth $9.96M as of Q2 2026.
  • Holos Integrated Wealth bought 39,476 Vanguard Multi-Sector Income Bond ETF shares in Q2 2026, an estimated $2.02M.
  • Vanguard Multi-Sector Income Bond ETF made up 4.65% of Holos Integrated Wealth's portfolio in Q2 2026, its #4 holding.
  • Holos Integrated Wealth 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 Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.