SW
VGMS

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
Q2 		$719K Buy
+14,020
New +$718K 0.02% 368

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
SF
SageOak Financial Tulsa, Oklahoma $154M AUM 14.65% 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

SteelPeak Wealth's VGMS Position: Q2 2026 in Review

SteelPeak Wealth opened a new position in Vanguard Multi-Sector Income Bond ETF (VGMS) in Q2 2026: 14,020 shares worth $719K. The stake represents 0.02% of the portfolio and ranks #368 among its holdings.

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

  • SteelPeak Wealth held 14,020 shares of Vanguard Multi-Sector Income Bond ETF worth $719K as of Q2 2026.
  • Vanguard Multi-Sector Income Bond ETF was a new SteelPeak Wealth position in Q2 2026.
  • Vanguard Multi-Sector Income Bond ETF made up 0.02% of SteelPeak Wealth's portfolio in Q2 2026, its #368 holding.
  • 10 funds tracked by Wall St. Rank held Vanguard Multi-Sector Income Bond ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.