SteelPeak Wealth
VGMS icon

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

SteelPeak Wealth’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 		$1.03M Buy
20,740
+6,720
+48% +$341K 0.03% 315
2026
Q2 		$719K Buy
+14,020
New +$718K 0.02% 368

Other funds holding VGMS

Holos Integrated Wealth
Holos Integrated Wealth Kennett Square, Pennsylvania $223M AUM 9.55% 1-Year Est. Return
Buska Wealth Management
Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return
Net Worth Advisory Group
Net Worth Advisory Group Sandy, Utah $397M AUM 23.64% 1-Year Est. Return
AFG Fiduciary Services
AFG Fiduciary Services Hingham, Massachusetts $131M AUM 19.17% 1-Year Est. Return
CRA Financial Services
CRA Financial Services Northfield, New Jersey $904M AUM 20.1% 1-Year Est. Return
Surience Private Wealth
Surience Private Wealth Yakima, Washington $104M AUM 19.82% 1-Year Est. Return
New England Private Wealth Advisors
New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return
Independence Asset Advisors
Independence Asset Advisors Wynnewood,, Pennsylvania $425M AUM 7.11% 1-Year Est. Return
Ellis Investment Partners
Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return
Physician Wealth Advisors
Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

SteelPeak Wealth's VGMS Position: Q3 2026 in Review

SteelPeak Wealth increased its Vanguard Multi-Sector Income Bond ETF (VGMS) stake by 48% in Q3 2026, buying an estimated $341K and bringing the position to 20,740 shares worth $1.03M. The position accounts for 0.03% of the portfolio, ranked #315.

SteelPeak Wealth first reported a position in VGMS in Q2 2026 and has held it in 2 quarters since. 11 funds tracked by Wall St. Rank hold VGMS as of Q3 2026.

  • SteelPeak Wealth held 20,740 shares of Vanguard Multi-Sector Income Bond ETF worth $1.03M as of Q3 2026.
  • SteelPeak Wealth bought 6,720 Vanguard Multi-Sector Income Bond ETF shares in Q3 2026, an estimated $341K.
  • Vanguard Multi-Sector Income Bond ETF made up 0.03% of SteelPeak Wealth's portfolio in Q3 2026, its #315 holding.
  • SteelPeak Wealth first reported a position in Vanguard Multi-Sector Income Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • 11 funds tracked by Wall St. Rank held Vanguard Multi-Sector Income Bond ETF as of Q3 2026.

Based on SteelPeak Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.