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VGMS

Vanguard Multi-Sector Income Bond ETF

24 hedge funds and large institutions have $30.1M invested in Vanguard Multi-Sector Income Bond ETF in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 2

167% more funds holding

Funds holding: 924 (+15)

115% more capital invested

Capital invested by funds: $14M → $30.1M (+$16M)

7.47% more ownership

Funds ownership: 13.95%21.42% (+7.5%)

Holders
24
Holders Change
+15
Holders Change %
+166.67%
% of All Funds
0.29%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
6
Reduced
2
Closed
Calls
$5K
Puts
Net Calls
+$5K
Net Calls Change
-$25K
Name Holding Trade Value Shares
Change
Change in
Stake
HIW
1
Holos Integrated Wealth
Pennsylvania
$6.89M +$6.89M +133,334 New
NCM
2
New Capital Management
Texas
$5.21M +$5.22M +101,010 New
Jane Street
3
Jane Street
New York
$3.34M -$6.31M -122,103 -65%
DBRC
4
D.B. Root & Company
Pennsylvania
$2.95M +$2.96M +57,234 New
RWM
5
Rialto Wealth Management
New York
$2.68M +$965K +18,684 +56%
BWM
6
Buska Wealth Management
Wisconsin
$1.61M +$1.61M +31,160 New
AWA
7
Arete Wealth Advisors
Illinois
$1.1M +$1.1M +21,370 New
DC
8
Dahring Cusmano
Michigan
$1.07M +$695K +13,463 +187%
AFS
9
AFG Fiduciary Services
Massachusetts
$1M +$15.7K +303 +2%
KPWS
10
Kestra Private Wealth Services
Texas
$703K +$703K +13,620 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$527K +$56.9K +1,102 +12%
CFS
12
CRA Financial Services
New Jersey
$454K +$1.96K +38 +0.4%
Citadel Advisors
13
Citadel Advisors
Florida
$423K +$423K +8,196 New
GA
14
GSG Advisors
New Jersey
$361K +$361K +6,994 New
BRPW
15
Ballast Rock Private Wealth
South Carolina
$295K +$296K +5,723 New
DOA
16
D'Orazio & Associates
Virginia
$271K +$272K +5,260 New
NEPWA
17
New England Private Wealth Advisors
Massachusetts
$261K +$261K +5,060 New
SFC
18
Swisher Financial Concepts
Ohio
$250K +$250K +4,845 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$237K +$237K +4,586 New
PWA
20
Principia Wealth Advisory
Texas
$175K -$8.01K -155 -4%
AA
21
Ancora Advisors
Ohio
$114K +$64.3K +1,244 +129%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$101K
PWA
23
Physician Wealth Advisors
Utah
$25.6K +$25.7K +497 New
Morgan Stanley
24
Morgan Stanley
New York
$20.6K +$20.7K +400 New

VGMS Hedge Fund Activity: Q4 2025 in Review

24 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Vanguard Multi-Sector Income Bond ETF (VGMS) for Q4 2025, worth a combined $30.1M — up 115% from $14M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new VGMS positions and 0 closed out — a net gain of 15 holders — while 6 added to existing stakes and 2 trimmed.

The largest buyer was Holos Integrated Wealth, opening a new position worth an estimated $6.89M. The largest seller was Jane Street, cutting an estimated $6.31M.

  • 24 institutional investors held Vanguard Multi-Sector Income Bond ETF (VGMS) as of Q4 2025, up from 9 in Q3 2025.
  • Funds reported $30.1M of Vanguard Multi-Sector Income Bond ETF stock for Q4 2025, up 115% quarter-over-quarter.
  • 15 funds opened new Vanguard Multi-Sector Income Bond ETF positions in Q4 2025 and 0 closed out, a net change of +15 holders.
  • The largest Vanguard Multi-Sector Income Bond ETF buyer in Q4 2025 was Holos Integrated Wealth, an estimated $6.89M added.
  • The largest Vanguard Multi-Sector Income Bond ETF seller in Q4 2025 was Jane Street, an estimated $6.31M sold.

Based on aggregated 13F filings for Q4 2025.