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
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

HIW
Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return
NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
DBRC
D.B. Root & Company Pittsburgh, Pennsylvania $419M AUM 15.03% 1-Year Est. Return
RWM
Rialto Wealth Management Syracuse, New York $445M AUM 15.58% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
DC
Dahring Cusmano Novi, Michigan $163M AUM 15.05% 1-Year Est. Return
AFS
AFG Fiduciary Services Hingham, Massachusetts $128M AUM 24.3% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

Principia Wealth Advisory's VGMS Position: Q4 2025 in Review

Principia Wealth Advisory reduced its Vanguard Multi-Sector Income Bond ETF (VGMS) stake by 4.4% in Q4 2025, selling an estimated $8.01K and leaving 3,385 shares worth $175K. The position accounts for 0.11% of the portfolio, ranked #78.

Principia Wealth Advisory first reported a position in VGMS in Q3 2025 and has held it in 2 quarters since. The position peaked at $183K in Q3 2025. 24 funds tracked by Wall St. Rank hold VGMS as of Q4 2025.

  • Principia Wealth Advisory held 3,385 shares of Vanguard Multi-Sector Income Bond ETF worth $175K as of Q4 2025.
  • Principia Wealth Advisory sold 155 Vanguard Multi-Sector Income Bond ETF shares in Q4 2025, an estimated $8.01K.
  • Vanguard Multi-Sector Income Bond ETF made up 0.11% of Principia Wealth Advisory's portfolio in Q4 2025, its #78 holding.
  • Principia Wealth Advisory first reported a position in Vanguard Multi-Sector Income Bond ETF in Q3 2025 and has held it in 2 quarters since.
  • Principia Wealth Advisory's Vanguard Multi-Sector Income Bond ETF position peaked at $183K in Q3 2025.
  • 24 funds tracked by Wall St. Rank held Vanguard Multi-Sector Income Bond ETF as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.