PWA
VGMS

Principia Wealth Advisory’s Vanguard Multi-Sector Income Bond ETF VGMS Stock Holding History

Principia Wealth Advisory’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 		$6.16K Sell
120
-2,400
-95% -$123K ﹤0.01% 319
2026
Q1 		$128K Sell
2,520
-865
-26% -$44.6K 0.07% 91
2025
Q4 		$175K Sell
3,385
-155
-4% -$8.01K 0.11% 78
2025
Q3 		$183K Buy
+3,540
New +$182K 0.13% 77

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

Principia Wealth Advisory's VGMS Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Vanguard Multi-Sector Income Bond ETF (VGMS) stake by 95% in Q2 2026, selling an estimated $123K and leaving 120 shares worth $6.16K. The position accounts for ﹤0.01% of the portfolio, ranked #319.

Principia Wealth Advisory first reported a position in VGMS in Q3 2025 and has held it in 4 quarters since. The position peaked at $183K in Q3 2025. 42 funds tracked by Wall St. Rank hold VGMS as of Q2 2026.

  • Principia Wealth Advisory held 120 shares of Vanguard Multi-Sector Income Bond ETF worth $6.16K as of Q2 2026.
  • Principia Wealth Advisory sold 2,400 Vanguard Multi-Sector Income Bond ETF shares in Q2 2026, an estimated $123K.
  • Vanguard Multi-Sector Income Bond ETF made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #319 holding.
  • Principia Wealth Advisory first reported a position in Vanguard Multi-Sector Income Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Principia Wealth Advisory's Vanguard Multi-Sector Income Bond ETF position peaked at $183K in Q3 2025.
  • 42 funds tracked by Wall St. Rank held Vanguard Multi-Sector Income Bond ETF as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.