SFC
VGMS

Swisher Financial Concepts’s Vanguard Multi-Sector Income Bond ETF VGMS Stock Holding History

Swisher Financial Concepts’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 		– Sell
-4,845
Closed -$247K – 112
2026
Q1 		$247K Hold
4,845
– – 0.14% 88
2025
Q4 		$250K Buy
+4,845
New +$250K 0.14% 81

Other funds holding VGMS

DC
Dahring Cusmano Novi, Michigan $190M AUM 18.47% 1-Year Est. Return
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
RWM
Rialto Wealth Management Syracuse, New York $505M AUM 18.57% 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
GA
GSG Advisors Mount Laurel, New Jersey $454M AUM 28.38% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

Swisher Financial Concepts's VGMS Position: Q2 2026 in Review

Swisher Financial Concepts sold out of Vanguard Multi-Sector Income Bond ETF (VGMS) in Q2 2026, closing a stake of 4,845 shares — an estimated $247K sold.

Swisher Financial Concepts first reported a position in VGMS in Q4 2025 and held it in 2 quarters. The position peaked at $250K in Q4 2025. 41 funds tracked by Wall St. Rank hold VGMS as of Q2 2026.

  • Swisher Financial Concepts reported no remaining Vanguard Multi-Sector Income Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Swisher Financial Concepts sold 4,845 Vanguard Multi-Sector Income Bond ETF shares in Q2 2026, an estimated $247K.
  • Swisher Financial Concepts first reported a position in Vanguard Multi-Sector Income Bond ETF in Q4 2025 and held it in 2 quarters.
  • Swisher Financial Concepts's Vanguard Multi-Sector Income Bond ETF position peaked at $250K in Q4 2025.
  • 41 funds tracked by Wall St. Rank held Vanguard Multi-Sector Income Bond ETF as of Q2 2026.

Based on Swisher Financial Concepts's 13F filing for Q2 2026, filed 6 Aug 2026.