IFG
VGI

Independent Financial Group’s Virtus Global Multi-Sector Income Fund VGI Stock Holding History

Independent Financial Group’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
2020
Q3 		– Sell
-10,713
Closed -$119K – 540
2020
Q2 		$119K Buy
10,713
+74
+0.7% +$766 0.03% 457
2020
Q1 		$103K Buy
+10,639
New +$129K 0.03% 379

Other funds holding VGI

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GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UR
USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KOMWMG
Kerntke Otto McGlone Wealth Management Group Appleton, Wisconsin $147M AUM 20.86% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Independent Financial Group's VGI Position: Q3 2020 in Review

Independent Financial Group sold out of Virtus Global Multi-Sector Income Fund (VGI) in Q3 2020, closing a stake of 10,713 shares — an estimated $119K sold.

Independent Financial Group first reported a position in VGI in Q1 2020 and held it in 2 quarters. The position peaked at $119K in Q2 2020. 29 funds tracked by Wall St. Rank hold VGI as of Q3 2020.

  • Independent Financial Group reported no remaining Virtus Global Multi-Sector Income Fund position as of Q3 2020 after selling out during the quarter.
  • Independent Financial Group sold 10,713 Virtus Global Multi-Sector Income Fund shares in Q3 2020, an estimated $119K.
  • Independent Financial Group first reported a position in Virtus Global Multi-Sector Income Fund in Q1 2020 and held it in 2 quarters.
  • Independent Financial Group's Virtus Global Multi-Sector Income Fund position peaked at $119K in Q2 2020.
  • 29 funds tracked by Wall St. Rank held Virtus Global Multi-Sector Income Fund as of Q3 2020.

Based on Independent Financial Group's 13F filing for Q3 2020, filed 15 Jun 2026.