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

Surience Private 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	$553K	Buy	+11,162	New	+$566K	0.53%	32

Other funds holding VGMS

BWM

Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

CRA Financial Services Northfield, New Jersey $904M AUM 20.1% 1-Year Est. Return

Surience Private Wealth's VGMS Position: Q3 2026 in Review

Surience Private Wealth opened a new position in Vanguard Multi-Sector Income Bond ETF (VGMS) in Q3 2026: 11,162 shares worth $553K. The stake represents 0.53% of the portfolio and ranks #32 among its holdings.

4 funds tracked by Wall St. Rank hold VGMS as of Q3 2026.

Surience Private Wealth held 11,162 shares of Vanguard Multi-Sector Income Bond ETF worth $553K as of Q3 2026.
Vanguard Multi-Sector Income Bond ETF was a new Surience Private Wealth position in Q3 2026.
Vanguard Multi-Sector Income Bond ETF made up 0.53% of Surience Private Wealth's portfolio in Q3 2026, its #32 holding.
4 funds tracked by Wall St. Rank held Vanguard Multi-Sector Income Bond ETF as of Q3 2026.

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