VIRTUS GLOBAL MULTI-SECTOR (VGI) Institutional Ownership Changes & 13F Activity
VIRTUS GLOBAL MULTI-SECTOR (VGI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Sit Investment Associates Inc, Lpl Financial Llc, Morgan Stanley, Fiera Capital Corp, and Raymond James Financial Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Independent Financial Group, Llc | Sell | -10,713 | -100.0% | 0 | $0.00 | Q4 2025 | Jun 15, 2026 |
| Van Diest Capital, Llc | Buy | +12,330 | — | 12,330 | $96.67K | Q4 2025 | Feb 19, 2026 |
| Raymond James Financial Inc | Buy | +155,670 | — | 155,670 | $1.22M | Q4 2025 | Feb 18, 2026 |
| Newedge Advisors, Llc | Buy | +130,206 | — | 130,206 | $1.02M | Q4 2025 | Feb 18, 2026 |
| 1607 Capital Partners, Llc | Buy | +135,244 | — | 135,244 | $1.06M | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +77,351 | — | 77,351 | $606.42K | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | Buy | +31,155 | — | 31,155 | $244.26K | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +15,345 | — | 15,345 | $120.00K | Q4 2025 | Feb 17, 2026 |
| Susquehanna International Group, Llp | Buy | +11,641 | — | 11,641 | $91.27K | Q4 2025 | Feb 17, 2026 |
| Bank Of America Corp | Buy | +7,780 | — | 7,780 | $60.99K | Q4 2025 | Feb 17, 2026 |
| Morgan Stanley | Buy | +268,980 | — | 268,980 | $2.11M | Q4 2025 | Feb 13, 2026 |
| Stifel Financial Corp | Buy | +118,847 | — | 118,847 | $931.75K | Q4 2025 | Feb 13, 2026 |
| Wells Fargo & Company/Mn | Buy | +36,767 | — | 36,767 | $288.25K | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, Llc | Buy | +32,523 | — | 32,523 | $254.98K | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | Buy | +1,115 | — | 1,115 | $8.74K | Q4 2025 | Feb 13, 2026 |
| Sit Investment Associates Inc | Buy | +2,057,760 | — | 2,057,760 | $16.13M | Q4 2025 | Feb 12, 2026 |
| Founders Financial Alliance, Llc | Buy | +18,526 | — | 18,526 | $145.25K | Q4 2025 | Feb 12, 2026 |
| Kovack Advisors, Inc. | Buy | +12,024 | — | 12,024 | $59.42K | Q4 2025 | Feb 12, 2026 |
| Lpl Financial Llc | Buy | +313,639 | — | 313,639 | $2.46M | Q4 2025 | Feb 11, 2026 |
| Fiera Capital Corp | Buy | +156,236 | — | 156,236 | $1.22M | Q4 2025 | Feb 11, 2026 |
| Total Wealth Planning & Management, Inc. | Buy | +38,802 | — | 38,802 | $304.21K | Q4 2025 | Feb 11, 2026 |
| Closed-End Fund Advisors, Inc. | Buy | +13,216 | — | 13,216 | $103.61K | Q4 2025 | Feb 11, 2026 |
| Integrity Advisory Solutions, Llc | Buy | +13,386 | — | 13,386 | $104.95K | Q4 2025 | Feb 09, 2026 |
| Hightower Advisors, Llc | Buy | +13,385 | — | 13,385 | $104.94K | Q4 2025 | Feb 06, 2026 |
| Stephens Inc | Buy | +67,489 | — | 67,489 | $529.11K | Q4 2025 | Feb 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | Buy | +59,325 | — | 59,325 | $465.00K | Q4 2025 | Feb 05, 2026 |
| Allworth Financial Lp | Buy | +1,000 | — | 1,000 | $7.84K | Q4 2025 | Feb 05, 2026 |
| International Assets Investment Management, Llc | Buy | +6,780 | — | 6,780 | $53.16K | Q4 2025 | Feb 03, 2026 |
| Ubs Group Ag | Buy | +18,978 | — | 18,978 | $148.79K | Q4 2025 | Jan 29, 2026 |
| Kestra Private Wealth Services, Llc | Buy | +16,635 | — | 16,635 | $130.42K | Q4 2025 | Jan 29, 2026 |
Frequently asked questions about VGI activity
Which institutional owners are buying VGI?
Institutional owners buying VGI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in VGI activity?
"Buy" means an investor increased their reported position in VGI compared to the prior reporting period. This reflects growing exposure to VIRTUS GLOBAL MULTI-SECTOR (VGI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in VGI increasing?
Institutional interest in VGI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
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