VGMS

Vanguard Multi-sector

+$16.5M

Net Activity

Institutions Holding

29

Popularity Rank

#7366

Avg Weight

0.55%

Total Value

$46.5M

Ownership Trend

29 institutions currently hold VGMS, with 20 net buyers and 5 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Significantly Increased

Based on recent trading activity

Net Selling Institutions

5

Net Buying Institutions

20

Key Holders

Key Holders

Top 5 by Value

D|
Dahring | Cusmano LLC
$9.8M
HI
Holos Integrated Wealth LLC
$7.9M
NC
New Capital Management LP
$4.3M
RW
Rialto Wealth Management, LLC
$3.5M
DR
D.B. Root & Company, LLC
$3.4M

Top 5 by Conviction

D|
Dahring | Cusmano LLC
6.01%
HI
Holos Integrated Wealth LLC
4.01%
BW
Buska Wealth Management, LLC
1.21%
NC
New Capital Management LP
1.06%
DR
D.B. Root & Company, LLC
0.81%
View all 29 holding institutions

Quarterly Activity

Recent Activity

+$39.0M

Total Buy Value

$10.1M

Total Sell Value

New buy5
Trim5
Add15
Sold out0

20

Net Buyers

5

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding VANGUARD MULTI-SECTOR (VGMS)?
Major stakeholders currently include Dahring | Cusmano LLC ($9.8M), Holos Integrated Wealth LLC ($7.9M), New Capital Management LP ($4.3M). Based on the latest 13F filings, there are a total of 29 tracked investment funds and institutions maintaining positions in VGMS.
What is the overall institutional sentiment toward VGMS recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $16.5M, driven by 20 managers accumulating shares while 5 reduced their exposure.
Which institutions have been selling or reducing their VGMS positions?
In the latest period, 5 funds trimmed their holdings, and 0 managers completely exited their positions. The aggregate reported sell value was $10.1M.
Are there any notable investors adding VGMS to their portfolios?
Yes, buying activity remains notable. 5 institutions opened new positions in {ticker}, and 15 existing holders added to their shares. The total reported buy value for the quarter amounted to $39.0M.

Related Stocks

Trending Institutional Adds

The most-added stocks by 13F institutions this quarter

MSFT

Microsoft CORP

Institutions Holding

6,150

Total reported value

$2.1T

3245 13F institutions increased their position this quarter

View detail
AMZN

Amazon.com INC

Institutions Holding

5,957

Total reported value

$1.5T

3028 13F institutions increased their position this quarter

View detail
NVDA

Nvidia CORP

Institutions Holding

5,764

Total reported value

$3.0T

2743 13F institutions increased their position this quarter

View detail