Holos Integrated Wealth LLC Invests $6.89 Million in Vanguard Multi-Sector Income Bond ETF $VGMS

Posted by Doug Wharley on Mar 20th, 2026

Holos Integrated Wealth LLC purchased a new position in Vanguard Multi-Sector Income Bond ETF (BATS:VGMS – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm purchased 133,334 shares of the company’s stock, valued at approximately $6,886,000. Vanguard Multi-Sector Income Bond ETF accounts for about 3.8% of Holos Integrated Wealth LLC’s holdings, making the stock its 6th largest holding. Holos Integrated Wealth LLC owned 10.84% of Vanguard Multi-Sector Income Bond ETF as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in VGMS. Jane Street Group LLC purchased a new stake in Vanguard Multi-Sector Income Bond ETF in the 2nd quarter valued at about $4,708,000. CWM LLC purchased a new position in shares of Vanguard Multi-Sector Income Bond ETF during the third quarter worth approximately $101,000. CRA Financial Services LLC bought a new stake in shares of Vanguard Multi-Sector Income Bond ETF during the third quarter valued at approximately $454,000. AFG Fiduciary Services Limited Partnership bought a new stake in shares of Vanguard Multi-Sector Income Bond ETF during the third quarter valued at approximately $986,000. Finally, Rialto Wealth Management LLC purchased a new stake in shares of Vanguard Multi-Sector Income Bond ETF in the third quarter valued at approximately $1,721,000.

Vanguard Multi-Sector Income Bond ETF Price Performance

Shares of BATS:VGMS opened at $51.09 on Friday. Vanguard Multi-Sector Income Bond ETF has a 52-week low of $50.29 and a 52-week high of $52.20. The business’s 50 day moving average is $51.66 and its 200 day moving average is $51.66.