RWM
VGMS

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

Rialto 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
Q1 		$3.49M Buy
68,511
+16,586
+32% +$855K 0.78% 29
2025
Q4 		$2.68M Buy
51,925
+18,684
+56% +$965K 0.64% 34
2025
Q3 		$1.72M Buy
+33,241
New +$1.71M 0.44% 47

Other funds holding VGMS

DC
Dahring Cusmano Novi, Michigan $163M AUM 15.05% 1-Year Est. Return
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
DBRC
D.B. Root & Company Pittsburgh, Pennsylvania $419M AUM 15.03% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return
GA
GSG Advisors Mount Laurel, New Jersey $385M AUM 19.83% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SRC
Sage Rhino Capital Menlo Park, California $535M AUM 24.07% 1-Year Est. Return

Rialto Wealth Management's VGMS Position: Q1 2026 in Review

Rialto Wealth Management increased its Vanguard Multi-Sector Income Bond ETF (VGMS) stake by 32% in Q1 2026, buying an estimated $855K and bringing the position to 68,511 shares worth $3.49M. The position accounts for 0.78% of the portfolio, ranked #29.

Rialto Wealth Management first reported a position in VGMS in Q3 2025 and has held it in 3 quarters since. 28 funds tracked by Wall St. Rank hold VGMS as of Q1 2026.

  • Rialto Wealth Management held 68,511 shares of Vanguard Multi-Sector Income Bond ETF worth $3.49M as of Q1 2026.
  • Rialto Wealth Management bought 16,586 Vanguard Multi-Sector Income Bond ETF shares in Q1 2026, an estimated $855K.
  • Vanguard Multi-Sector Income Bond ETF made up 0.78% of Rialto Wealth Management's portfolio in Q1 2026, its #29 holding.
  • Rialto Wealth Management first reported a position in Vanguard Multi-Sector Income Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 28 funds tracked by Wall St. Rank held Vanguard Multi-Sector Income Bond ETF as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.