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Wells Fargo Adv Multi-Sector Inco Fund shares owned by VSM Wealth Advisory

Quarter-by-quarter ownership of Wells Fargo Adv Multi-Sector Inco Fund (ERC) shares owned by VSM Wealth Advisory from 13F filings

Historical chart of VSM Wealth Advisory investment in Wells Fargo Adv Multi-Sector Inco Fund

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo Adv Multi-Sector Inco Fund held by VSM Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wells Fargo Adv Multi-Sector Inco Fund by VSM Wealth Advisory

Quarter filed Position value Share count Share price at filing
2026-03-31 $61k 6.8k 9.01
2025-09-30 $62k 6.4k 9.58
2025-06-30 $59k 6.2k 9.45

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Vanguard Large-cap Indexfund Etf Shares Etf (VV)
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Vanguard Total Stock Market Index Fund Etf Shares Etf (VTI)
Vanguard High Dividend Yield Index Fund Etf Shares Etf (VYM)
Vanguard Small-cap Indexfund Etf Shares Etf (VB)
Vanguard Value Index Fund Etf Shares Etf (VTV)
Vanguard Mid-cap Index Fund Etf Shares Etf (VO)
Vanguard Ftse All-world Ex-us Index Fund Etf Shares Etf (VEU)
Schwab U.s. Broad Marketetf Etf (SCHB)
Vanguard Growth Index Fund Etf Shares Etf (VUG)
DIMENSIONAL US CORE Common Stock MARKET ETF Etf (DFAU)
Vanguard Ftse Developed Markets Index Fund Etf Shares Etf (VEA)
DIMENSIONAL U.S. Common Stock MARKET ETF Etf (DFUS)
Schwab U.s. Large-cap Etf Etf (SCHX)

View all positions for VSM Wealth Advisory

Top funds holding Wells Fargo Adv Multi-Sector Inco Fund

Sit Investment Associates
Royal Bank of Canada
Raymond James Financial
Guggenheim Capital, LLC Managers
Morgan Stanley
Invesco
1607 Capital Partners
Shaker Financial Services
Ameriprise Financial
Advisors Asset Management
Byrne Asset Management
Rareview Capital
Sowell Financial Services
Cohen & Steers Capital Management
Northwestern Mutual Wealth Management Company

View all funds holding Wells Fargo Adv Multi-Sector Inco Fund