VGMS · VANGUARD MULTI-SECTOR INCOME BOND ETF ETF
$50.69
+0.03 (+0.06%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 2
Total Value: $824,229
Total Shares: 16,070
Institutional Ownership Trend
5 quarters
Holder Concentration
Across 2 13F filers · Δ vs Mar 31, 2026Top Holder
99.3%
+78.3 pts
Top 5
100.0%
+38.0 pts
Top 10
100.0%
+17.9 pts
HHI
9,852
Highly concentrated+8,813
Quarterly Activity
vs Mar 31, 2026
New
0
Increased
0
Decreased
2
Sold Out
28
Unchanged
0
Holder count:
-28
Institutional value:
-98.2%
Shares held:
-98.2%
Top Buyers
vs Mar 31, 2026No qualifying movers this quarter.
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | −15,235 | 15,950 | |
| Small Principia Wealth Advisory, LLC | −2,400 | 120 |
Top New Positions
vs Mar 31, 2026No new positions this quarter.
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Micro DAHRING | CUSMANO LLC | 191,644 | $9,774,610 | |
| Micro Holos Integrated Wealth LLC | 155,443 | $7,928,214 | |
| Small New Capital Management LP | 84,586 | $4,314,224 | |
| Small Rialto Wealth Management, LLC | 68,511 | $3,494,335 | |
| Small D.B. Root & Company, LLC | 66,751 | $3,404,568 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC VGMS | $818,075 | 99.25% | 15,950 | Shares | 2026-09-02 | |
| Small Principia Wealth Advisory, LLC VGMS | $6,154 | 0.75% | 120 | Shares | 2026-08-26 |