VGMS Institutional Ownership & Shareholders
VANGUARD MULTI-SECTOR (VGMS) is currently held by 42 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $69.92M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Dahring {-} Cusmano Llc is currently the largest disclosed institutional shareholder of VGMS tracked by InsiderSet, reporting ownership valued at approximately $15.75M in its September 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 $15.79M, representing an estimated gain of +0.22% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 77% of the total disclosed VGMS value among the investors covered in this analysis. Major shareholders include Dahring {-} Cusmano Llc, Holos Integrated Wealth Llc, Buska Wealth Management, Llc, and several other long-term asset managers with concentrated positions in VANGUARD MULTI-SECTOR (VGMS).
This page ranks the largest institutional VGMS 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
42
Total Reported Value
$69.92M
Largest Holder
Dahring {-} Cusmano Llc
Largest Position
$15.75M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
47
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Dahring {-} Cusmano Llc | 7.27% | 318,102 | $15,752,390 | $15,787,402 | +$35,012 | +0.22% | |
| Holos Integrated Wealth Llc | 4.82% | 216,970 | $10,736,750 | $10,768,221 | +$31,471 | +0.29% | |
| Buska Wealth Management, Llc | 1.53% | 89,719 | $4,442,886 | $4,452,754 | +$9,868 | +0.22% | |
| Rialto Wealth Management, Llc | 0.87% | 85,775 | $4,399,400 | $4,257,013 | -$142,387 | -3.24% | |
| New Capital Management Lp | 0.98% | 88,414 | $4,378,281 | $4,387,987 | +$9,706 | +0.22% | |
| Net Worth Advisory Group | 1.08% | 87,178 | $4,300,494 | $4,326,644 | +$26,150 | +0.61% | |
| Gsg Advisors Llc | 0.69% | 65,941 | $3,265,375 | $3,272,652 | +$7,277 | +0.22% | |
| Oppenheimer & Co Inc | 0.02% | 45,143 | $2,235,481 | $2,240,447 | +$4,966 | +0.22% | |
| Jane Street Group, Llc | 0.00% | 41,878 | $2,147,923 | $2,078,405 | -$69,518 | -3.24% | |
| Financial Security Advisor, Inc. | 0.33% | 40,009 | $1,981,230 | $1,985,647 | +$4,417 | +0.22% | |
| Royal Bank Of Canada | 0.00% | 36,387 | $1,866,000 | $1,805,887 | -$60,113 | -3.22% | |
| Modern Wealth Management, Llc | 0.02% | 25,449 | $1,305,268 | $1,263,034 | -$42,234 | -3.24% | |
| D.B. Root & Company, Llc | 0.24% | 21,949 | $1,125,741 | $1,089,329 | -$36,412 | -3.23% | |
| Steelpeak Wealth, Llc | 0.03% | 20,740 | $1,027,066 | $1,029,326 | +$2,260 | +0.22% | |
| D'Orazio & Associates, Inc. | 0.12% | 19,803 | $1,015,709 | $982,823 | -$32,886 | -3.24% | |
| Afg Fiduciary Services Limited Partnership | 0.74% | 19,308 | $956,709 | $958,256 | +$1,547 | +0.16% | |
| Cra Financial Services, Llc | 0.10% | 17,985 | $890,625 | $892,596 | +$1,971 | +0.22% | |
| Beacon Pointe Advisors, Llc | 0.00% | 16,660 | $854,492 | $826,836 | -$27,656 | -3.24% | |
| Sage Rhino Capital Llc | 0.14% | 16,940 | $838,893 | $840,732 | +$1,839 | +0.22% | |
| Citadel Advisors Llc | 0.00% | 15,950 | $818,076 | $791,599 | -$26,478 | -3.24% | |
| Ubs Group Ag | 0.00% | 13,284 | $681,336 | $659,285 | -$22,051 | -3.24% | |
| Commonwealth Equity Services, Llc | 0.00% | 12,682 | $628,000 | $629,408 | +$1,408 | +0.22% | |
| Kestra Private Wealth Services, Llc | 0.01% | 11,379 | $563,503 | $564,740 | +$1,237 | +0.22% | |
| Surience Private Wealth Llc | 0.53% | 11,162 | $552,742 | $553,970 | +$1,228 | +0.22% | |
| Strategic Family Wealth Counselors, L.L.C. | 0.12% | 10,724 | $531,053 | $532,232 | +$1,179 | +0.22% | |
| Ancora Advisors Llc | 0.01% | 8,231 | $422,189 | $408,505 | -$13,684 | -3.24% | |
| Pennsylvania Capital Management Inc | 0.09% | 7,238 | $371,237 | $359,222 | -$12,015 | -3.24% | |
| Compound Planning, Inc. | 0.01% | 5,919 | $303,586 | $293,760 | -$9,826 | -3.24% | |
| Ballast Rock Private Wealth Llc | 0.13% | 5,827 | $288,544 | $289,194 | +$650 | +0.23% | |
| New England Private Wealth Advisors Llc | 0.03% | 5,738 | $284,134 | $284,777 | +$643 | +0.23% | |
| Independence Asset Advisors, Llc | 0.06% | 4,940 | $244,626 | $245,172 | +$546 | +0.22% | |
| Ellis Investment Partners, Llc | 0.03% | 4,593 | $227,492 | $227,951 | +$459 | +0.20% | |
| Goldman Sachs Group Inc | 0.00% | 3,959 | $203,057 | $196,485 | -$6,572 | -3.24% | |
| Cwm, Llc | 0.00% | 1,951 | $99,509 | $96,828 | -$2,681 | -2.69% | |
| Osaic Holdings, Inc. | 0.00% | 1,714 | $87,910 | $85,066 | -$2,844 | -3.24% | |
| Bay Harbor Wealth Management, Llc | 0.01% | 956 | $47,341 | $47,446 | +$105 | +0.22% | |
| Morgan Stanley | 0.00% | 400 | $20,516 | $19,852 | -$664 | -3.24% | |
| Action Point Financial Planning, Llc | 0.00% | 232 | $11,899 | $11,514 | -$385 | -3.23% | |
| Physician Wealth Advisors, Inc. | 0.00% | 210 | $10,375 | $10,422 | +$47 | +0.46% | |
| Fifth Third Bancorp | 0.00% | 113 | $5,796 | $5,608 | -$188 | -3.24% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 10,278 | $509 | $510,097 | +$509,588 | +100115.55% | |
| Wells Fargo & Company/Mn | 0.00% | 0 | $1 | — | — | — |
Frequently asked questions about VGMS
Who are the largest institutional holders of VGMS?
The largest institutional holders of VGMS reported in the latest SEC Form 13F filings include Dahring {-} Cusmano Llc, Holos Integrated Wealth Llc, Buska Wealth Management, Llc, Rialto Wealth Management, Llc, and New Capital Management Lp. InsiderSet ranks institutional holders by their latest reported VGMS position.
What is VGMS institutional ownership?
This page tracks VGMS positions reported by institutional investment managers through SEC Form 13F. VANGUARD MULTI-SECTOR (VGMS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own VGMS?
InsiderSet currently tracks 42 institutional managers reporting VGMS 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 VGMS shareholders.
How much VGMS stock do institutions own?
Institutional investment managers disclosed approximately $69.92M in VGMS holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was VGMS institutional ownership last updated?
The latest VGMS institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 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 VGMS 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 VGMS position after the reporting date.
Are institutions buying or selling VGMS?
Institutional buying and selling can be analyzed by comparing VGMS positions across consecutive 13F reporting periods. InsiderSet's VGMS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View VGMS ownership changes.
How has VGMS institutional ownership changed over time?
InsiderSet tracks VGMS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.