KPWS
VGMS

Kestra Private Wealth Services’s Vanguard Multi-Sector Income Bond ETF VGMS Stock Holding History

Kestra Private Wealth Services’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 		$1.08M Buy
21,010
+5,888
+39% +$302K 0.01% 859
2026
Q1 		$771K Buy
15,122
+1,502
+11% +$77.4K 0.01% 974
2025
Q4 		$703K Buy
+13,620
New +$703K 0.01% 977

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

Kestra Private Wealth Services's VGMS Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Vanguard Multi-Sector Income Bond ETF (VGMS) stake by 39% in Q2 2026, buying an estimated $302K and bringing the position to 21,010 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #859.

Kestra Private Wealth Services 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.

  • Kestra Private Wealth Services held 21,010 shares of Vanguard Multi-Sector Income Bond ETF worth $1.08M as of Q2 2026.
  • Kestra Private Wealth Services bought 5,888 Vanguard Multi-Sector Income Bond ETF shares in Q2 2026, an estimated $302K.
  • Vanguard Multi-Sector Income Bond ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #859 holding.
  • Kestra Private Wealth Services 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 Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.