SageOak Financial’s Vanguard Multi-Sector Income Bond ETF VGMS Stock Holding History

SageOak Financial’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	$398K	Buy	+7,760	New	+$398K	0.26%	27

Other funds holding VGMS

Dahring Cusmano Novi, Michigan $190M AUM 18.47% 1-Year Est. Return

Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return

Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return

Rialto Wealth Management Syracuse, New York $505M AUM 18.57% 1-Year Est. Return

New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return

Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return

GSG Advisors Mount Laurel, New Jersey $454M AUM 28.38% 1-Year Est. Return

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

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

SageOak Financial's VGMS Position: Q2 2026 in Review

SageOak Financial opened a new position in Vanguard Multi-Sector Income Bond ETF (VGMS) in Q2 2026: 7,760 shares worth $398K. The stake represents 0.26% of the portfolio and ranks #27 among its holdings.

42 funds tracked by Wall St. Rank hold VGMS as of Q2 2026.

SageOak Financial held 7,760 shares of Vanguard Multi-Sector Income Bond ETF worth $398K as of Q2 2026.
Vanguard Multi-Sector Income Bond ETF was a new SageOak Financial position in Q2 2026.
Vanguard Multi-Sector Income Bond ETF made up 0.26% of SageOak Financial's portfolio in Q2 2026, its #27 holding.
42 funds tracked by Wall St. Rank held Vanguard Multi-Sector Income Bond ETF as of Q2 2026.

Based on SageOak Financial's 13F filing for Q2 2026, filed 14 Jul 2026.