MWM
VGMS

Modern Wealth Management’s Vanguard Multi-Sector Income Bond ETF VGMS Stock Holding History

Modern Wealth Management’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 		$1.31M Buy
25,449
+10,579
+71% +$542K 0.02% 465
2026
Q1 		$757K Buy
+14,870
New +$766K 0.01% 482

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
DBRC
D.B. Root & Company Pittsburgh, Pennsylvania $471M AUM 19.62% 1-Year Est. Return

Modern Wealth Management's VGMS Position: Q2 2026 in Review

Modern Wealth Management increased its Vanguard Multi-Sector Income Bond ETF (VGMS) stake by 71% in Q2 2026, buying an estimated $542K and bringing the position to 25,449 shares worth $1.31M. The position accounts for 0.02% of the portfolio, ranked #465.

Modern Wealth Management first reported a position in VGMS in Q1 2026 and has held it in 2 quarters since. 41 funds tracked by Wall St. Rank hold VGMS as of Q2 2026.

  • Modern Wealth Management held 25,449 shares of Vanguard Multi-Sector Income Bond ETF worth $1.31M as of Q2 2026.
  • Modern Wealth Management bought 10,579 Vanguard Multi-Sector Income Bond ETF shares in Q2 2026, an estimated $542K.
  • Vanguard Multi-Sector Income Bond ETF made up 0.02% of Modern Wealth Management's portfolio in Q2 2026, its #465 holding.
  • Modern Wealth Management first reported a position in Vanguard Multi-Sector Income Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 41 funds tracked by Wall St. Rank held Vanguard Multi-Sector Income Bond ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.