NCM
VGMS

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
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

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
NWAG
Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $864M AUM 21.64% 1-Year Est. Return
AFS
AFG Fiduciary Services Hingham, Massachusetts $128M AUM 24.3% 1-Year Est. Return
CFS
CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

New Capital Management's VGMS Position: Q2 2026 in Review

New Capital Management increased its Vanguard Multi-Sector Income Bond ETF (VGMS) stake by 1.2% in Q2 2026, buying an estimated $50.7K and bringing the position to 85,575 shares worth $4.39M. The position accounts for 1% of the portfolio, ranked #18.

New Capital Management first reported a position in VGMS in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.21M in Q4 2025. 18 funds tracked by Wall St. Rank hold VGMS as of Q2 2026.

  • New Capital Management held 85,575 shares of Vanguard Multi-Sector Income Bond ETF worth $4.39M as of Q2 2026.
  • New Capital Management bought 989 Vanguard Multi-Sector Income Bond ETF shares in Q2 2026, an estimated $50.7K.
  • Vanguard Multi-Sector Income Bond ETF made up 1% of New Capital Management's portfolio in Q2 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 3 quarters since.
  • New Capital Management's Vanguard Multi-Sector Income Bond ETF position peaked at $5.21M in Q4 2025.
  • 18 funds tracked by Wall St. Rank held Vanguard Multi-Sector Income Bond ETF as of Q2 2026.

Based on New Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.