SF
VGMS

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

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
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
AFS
AFG Fiduciary Services Hingham, Massachusetts $128M AUM 24.3% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
IAA
Independence Asset Advisors Wynnewood,, Pennsylvania $384M AUM 10.81% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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.

10 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.
  • 10 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.