VGI Institutional Ownership & Shareholders
VIRTUS GLOBAL MULTI-SECTOR (VGI) is currently held by 33 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $31.32M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Sit Investment Associates Inc is currently the largest disclosed institutional shareholder of VGI tracked by InsiderSet, reporting ownership valued at approximately $14.43M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $12.89M, representing an estimated loss of -10.67% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 87% of the total disclosed VGI value among the investors covered in this analysis. Major shareholders include Sit Investment Associates Inc, Lpl Financial Llc, Morgan Stanley, and several other long-term asset managers with concentrated positions in VIRTUS GLOBAL MULTI-SECTOR (VGI).
This page ranks the largest institutional VGI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
33
Total Reported Value
$31.32M
Largest Holder
Sit Investment Associates Inc
Largest Position
$14.43M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
39
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Sit Investment Associates Inc | 0.27% | 1,923,402 | $14,426,000 | $12,886,793 | -$1,539,207 | -10.67% | |
| Lpl Financial Llc | 0.00% | 344,710 | $2,585,325 | $2,309,557 | -$275,768 | -10.67% | |
| Morgan Stanley | 0.00% | 321,166 | $2,408,749 | $2,151,812 | -$256,937 | -10.67% | |
| Shaker Financial Services, Llc | 0.50% | 214,646 | $1,609,845 | $1,438,128 | -$171,717 | -10.67% | |
| Corecap Advisors, Llc | 0.04% | 193,338 | $1,305,032 | $1,295,365 | -$9,667 | -0.74% | |
| Raymond James Financial Inc | 0.00% | 169,306 | $1,269,795 | $1,134,350 | -$135,445 | -10.67% | |
| Fiera Capital Corp | 0.00% | 154,898 | $1,161,735 | $1,037,817 | -$123,918 | -10.67% | |
| Stifel Financial Corp | 0.00% | 117,724 | $882,971 | $788,751 | -$94,220 | -10.67% | |
| Newedge Advisors, Llc | 0.00% | 116,433 | $873,251 | $780,101 | -$93,150 | -10.67% | |
| Osaic Holdings, Inc. | 0.00% | 89,694 | $672,696 | $600,950 | -$71,746 | -10.67% | |
| 1607 Capital Partners, Llc | 0.05% | 81,804 | $613,530 | $548,087 | -$65,443 | -10.67% | |
| Stephens Inc | 0.01% | 79,218 | $594,135 | $530,761 | -$63,374 | -10.67% | |
| Wells Fargo & Company/Mn | 0.00% | 73,945 | $554,582 | $495,432 | -$59,151 | -10.67% | |
| Total Wealth Planning & Management, Inc. | 0.26% | 46,936 | $352,020 | $314,471 | -$37,549 | -10.67% | |
| Seacrest Wealth Management, Llc | 0.03% | 39,030 | $292,725 | $261,501 | -$31,224 | -10.67% | |
| Kestra Advisory Services, Llc | 0.00% | 38,607 | $289,555 | $258,667 | -$30,888 | -10.67% | |
| Cetera Investment Advisers | 0.00% | 26,717 | $200,379 | $179,004 | -$21,375 | -10.67% | |
| Founders Financial Alliance, Llc | 0.02% | 24,467 | $183,499 | $163,929 | -$19,570 | -10.66% | |
| Ubs Group Ag | 0.00% | 19,300 | $144,750 | $129,310 | -$15,440 | -10.67% | |
| Van Diest Capital, Llc | 0.12% | 18,548 | $139,114 | $124,272 | -$14,842 | -10.67% | |
| Kovack Advisors, Inc. | 0.01% | 18,049 | $135,235 | $120,928 | -$14,307 | -10.58% | |
| Royal Bank Of Canada | 0.00% | 16,751 | $126,000 | $112,232 | -$13,768 | -10.93% | |
| Susquehanna International Group, Llp | 0.00% | 16,530 | $123,975 | $110,751 | -$13,224 | -10.67% | |
| Wolverine Asset Management Llc | 0.00% | 12,913 | $96,848 | $86,517 | -$10,331 | -10.67% | |
| Kestra Private Wealth Services, Llc | 0.00% | 12,225 | $91,688 | $81,908 | -$9,781 | -10.67% | |
| Closed-End Fund Advisors, Inc. | 0.08% | 11,533 | $86,498 | $77,271 | -$9,227 | -10.67% | |
| International Assets Investment Management, Llc | 0.00% | 7,025 | $52,618 | $47,068 | -$5,551 | -10.55% | |
| Fifth Third Bancorp | 0.00% | 2,593 | $19,448 | $17,373 | -$2,075 | -10.67% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 1,896 | $14,220 | $12,703 | -$1,517 | -10.67% | |
| Allworth Financial Lp | 0.00% | 1,500 | $11,250 | $10,050 | -$1,200 | -10.67% | |
| Highline Wealth Partners Llc | 0.00% | 500 | $3,750 | $3,350 | -$400 | -10.67% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 123,258 | $924 | $825,829 | +$824,905 | +89275.39% | |
| Fmr Llc | 0.00% | 1 | $8 | $7 | -$1 | -16.25% |
Frequently asked questions about VGI
Who are the largest institutional holders of VGI?
The largest institutional holders of VGI reported in the latest SEC Form 13F filings include Sit Investment Associates Inc, Lpl Financial Llc, Morgan Stanley, Shaker Financial Services, Llc, and Corecap Advisors, Llc. InsiderSet ranks institutional holders by their latest reported VGI position.
What is VGI institutional ownership?
This page tracks VGI positions reported by institutional investment managers through SEC Form 13F. VIRTUS GLOBAL MULTI-SECTOR (VGI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own VGI?
InsiderSet currently tracks 33 institutional managers reporting VGI holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of VGI shareholders.
How much VGI stock do institutions own?
Institutional investment managers disclosed approximately $31.32M in VGI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was VGI institutional ownership last updated?
The latest VGI institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional VGI holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its VGI position after the reporting date.
Are institutions buying or selling VGI?
Institutional buying and selling can be analyzed by comparing VGI positions across consecutive 13F reporting periods. InsiderSet's VGI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View VGI ownership changes.
How has VGI institutional ownership changed over time?
InsiderSet tracks VGI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.