New Capital Management’s Vanguard Multi-Sector Income Bond ETF VGMS Stock Holding History

New Capital 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 Q3	$4.38M	Buy	88,414 +2,839	+3%	+$144K	0.98%	18
2026 Q2	$4.39M	Buy	85,575 +989	+1%	+$50.7K	1%	18
2026 Q1	$4.31M	Sell	84,586 -16,424	-16%	-$846K	1.06%	19
2025 Q4	$5.21M	Buy	+101,010	New	+$5.22M	1.31%	14

Other funds holding VGMS

Holos Integrated Wealth Kennett Square, Pennsylvania $223M AUM 9.55% 1-Year Est. Return

Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return

Net Worth Advisory Group Sandy, Utah $397M AUM 23.64% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

AFG Fiduciary Services Hingham, Massachusetts $131M AUM 19.17% 1-Year Est. Return

CRA Financial Services Northfield, New Jersey $904M AUM 20.1% 1-Year Est. Return

Sage Rhino Capital Menlo Park, California $620M AUM 19.53% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Surience Private Wealth Yakima, Washington $104M AUM 19.82% 1-Year Est. Return

New Capital Management's VGMS Position: Q3 2026 in Review

New Capital Management increased its Vanguard Multi-Sector Income Bond ETF (VGMS) stake by 3.3% in Q3 2026, buying an estimated $144K and bringing the position to 88,414 shares worth $4.38M. The position accounts for 0.98% of the portfolio, ranked #18.

New Capital Management first reported a position in VGMS in Q4 2025 and has held it in 4 quarters since. The position peaked at $5.21M in Q4 2025. 17 funds tracked by Wall St. Rank hold VGMS as of Q3 2026.

New Capital Management held 88,414 shares of Vanguard Multi-Sector Income Bond ETF worth $4.38M as of Q3 2026.
New Capital Management bought 2,839 Vanguard Multi-Sector Income Bond ETF shares in Q3 2026, an estimated $144K.
Vanguard Multi-Sector Income Bond ETF made up 0.98% of New Capital Management's portfolio in Q3 2026, its #18 holding.
New Capital Management first reported a position in Vanguard Multi-Sector Income Bond ETF in Q4 2025 and has held it in 4 quarters since.
New Capital Management's Vanguard Multi-Sector Income Bond ETF position peaked at $5.21M in Q4 2025.
17 funds tracked by Wall St. Rank held Vanguard Multi-Sector Income Bond ETF as of Q3 2026.

Based on New Capital Management's 13F filing for Q3 2026, filed 29 Oct 2026.