SageOak Financial
VGMS icon

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
Q3 		– Sell
-7,760
Closed -$398K – 37
2026
Q2 		$398K Buy
+7,760
New +$398K 0.26% 27

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SageOak Financial's VGMS Position: Q3 2026 in Review

SageOak Financial sold out of Vanguard Multi-Sector Income Bond ETF (VGMS) in Q3 2026, closing a stake of 7,760 shares — an estimated $398K sold.

SageOak Financial first reported a position in VGMS in Q2 2026 and held it in 1 quarter. The position peaked at $398K in Q2 2026. 11 funds tracked by Wall St. Rank hold VGMS as of Q3 2026.

  • SageOak Financial reported no remaining Vanguard Multi-Sector Income Bond ETF position as of Q3 2026 after selling out during the quarter.
  • SageOak Financial sold 7,760 Vanguard Multi-Sector Income Bond ETF shares in Q3 2026, an estimated $398K.
  • SageOak Financial first reported a position in Vanguard Multi-Sector Income Bond ETF in Q2 2026 and held it in 1 quarter.
  • SageOak Financial's Vanguard Multi-Sector Income Bond ETF position peaked at $398K in Q2 2026.
  • 11 funds tracked by Wall St. Rank held Vanguard Multi-Sector Income Bond ETF as of Q3 2026.

Based on SageOak Financial's 13F filing for Q3 2026, filed 19 Oct 2026.