IAA
VGMS

Independence Asset Advisors’s Vanguard Multi-Sector Income Bond ETF VGMS Stock Holding History

Independence Asset Advisors’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 		$290K Sell
5,661
-968
-15% -$49.6K 0.08% 22
2026
Q1 		$338K Buy
+6,629
New +$342K 0.12% 21

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

Independence Asset Advisors's VGMS Position: Q2 2026 in Review

Independence Asset Advisors reduced its Vanguard Multi-Sector Income Bond ETF (VGMS) stake by 15% in Q2 2026, selling an estimated $49.6K and leaving 5,661 shares worth $290K. The position accounts for 0.08% of the portfolio, ranked #22.

Independence Asset Advisors first reported a position in VGMS in Q1 2026 and has held it in 2 quarters since. The position peaked at $338K in Q1 2026. 41 funds tracked by Wall St. Rank hold VGMS as of Q2 2026.

  • Independence Asset Advisors held 5,661 shares of Vanguard Multi-Sector Income Bond ETF worth $290K as of Q2 2026.
  • Independence Asset Advisors sold 968 Vanguard Multi-Sector Income Bond ETF shares in Q2 2026, an estimated $49.6K.
  • Vanguard Multi-Sector Income Bond ETF made up 0.08% of Independence Asset Advisors's portfolio in Q2 2026, its #22 holding.
  • Independence Asset Advisors first reported a position in Vanguard Multi-Sector Income Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Independence Asset Advisors's Vanguard Multi-Sector Income Bond ETF position peaked at $338K in Q1 2026.
  • 41 funds tracked by Wall St. Rank held Vanguard Multi-Sector Income Bond ETF as of Q2 2026.

Based on Independence Asset Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.