VGI on NYSE

Virtus Global Multi-Sector Income Fund

Fund registered in the United States, based in Hartford, active since 2011. Summary from the record

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Last updated Oct 19, 2026.

Overview

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TickerVGI on NYSE²
HeadquartersHartford, United States²
Incorporated inDE³
Business address101 Munson Street, Greenfield, Ma 01301³
Legal formFUND²
Kind of organizationFund²
LEI5493008J77OQDENT5651²
StatusActive²
LEI statusIssued and current²
Registered addressC/O CORPORATION SERVICE COMPANY, 19808 Wilmington, United States²
Registered withSecurities and Exchange Commission, 0001528811²

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Leadership

Who has led Virtus Global Multi-Sector Income Fund, and when. Pick a name to see everywhere that person has worked.

President

George R. Aylward Jr.2012–2013

201520202025

PresidentGeorge R. Aylward Jr. Feb 23, 2012 to May 31, 2013⁴

Board members and other officers (18)

EVPRichard W. Smirl Jun 30, 2021 to Jun 30, 2021⁵
VP & Asst TreasurerJacqueline Porter Feb 23, 2012 to Feb 23, 2012⁶
Board memberDeborah A. Zoullas Jul 7, 2021 to Jul 8, 2021⁷
Board memberF. Ford Drummond Jul 7, 2021 to Jul 8, 2021⁸
Board memberSarah E. Cogan Jul 7, 2021 to Jan 14, 2022⁹
Board memberConnie D. McDaniel Jan 7, 2020 to Mar 28, 2022¹⁰
Board memberDonald C. Burke Jan 7, 2020 to Jan 7, 2020¹¹
Board memberGeraldine M. McNamara Jan 7, 2020 to Jan 7, 2020¹²
Board memberJohn R. Mallin Jan 7, 2020 to Jan 7, 2020¹³
Board memberSidney E. Harris Jan 7, 2020 to Jan 7, 2020¹⁴
Board memberR. Keith Walton Aug 5, 2016 to Apr 2, 2020¹⁵
Board memberBrian T. Zino Sep 22, 2016 to Jan 17, 2019¹⁶
Board memberJames M. Oates May 15, 2013 to Apr 13, 2018¹⁷
Board memberGeorge R. Aylward Jr. Feb 23, 2012 to May 31, 2013⁴
Board memberPhillip R. McLaughlin Feb 23, 2012 to Jun 4, 2012¹⁸
Board memberThomas F. Mann Feb 23, 2012 to Apr 28, 2015¹⁹
Board memberWillliam R. Moyer Feb 23, 2012 to Apr 5, 2012²⁰
General counselWilliam J. Renahan Mar 11, 2013 to Mar 11, 2013²¹

Former names

Virtus-Newfleet Global Multi-Sector Income FundSep 9, 2011 to Sep 9, 2011³

Timeline

Aug 23, 2011Founded Virtus Global Multi-Sector Income Fund is founded²

Filings

55 filings to the SEC since October 2021: 2 insider forms, 10 large holders, 43 other. The latest 20:

Aug 27, 2026N-PX EDGAR
Aug 5, 2026N-CSRS VIRTUS GLOBAL MULTI-SECTOR INCOME FUND EDGAR
Jul 30, 2026NPORT-P EDGAR
Apr 24, 2026NPORT-P EDGAR
Feb 13, 2026N-CEN EDGAR
Feb 6, 2026N-CSR VIRTUS GLOBAL MULTI-SECTOR INCOME FUND EDGAR
Jan 27, 2026NPORT-P EDGAR
Jan 6, 2026SCHEDULE 13G/A EDGAR
Oct 29, 2025NPORT-P EDGAR
Aug 25, 2025N-PX EDGAR
Aug 7, 2025N-CSRS VIRTUS GLOBAL MULTI-SECTOR INCOME FUND EDGAR
Jul 23, 2025NPORT-P EDGAR
Apr 28, 2025NPORT-P EDGAR
Feb 13, 2025N-CEN EDGAR
Feb 10, 2025N-CSR VIRTUS GLOBAL MULTI-SECTOR INCOME FUND EDGAR
Jan 24, 2025NPORT-P EDGAR
Nov 14, 2024SC 13G/A EDGAR
Oct 23, 2024NPORT-P EDGAR
Aug 30, 2024N-PX EDGAR
Aug 8, 2024N-CSRS VIRTUS GLOBAL MULTI-SECTOR INCOME FUND EDGAR

The 55 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Insider trades

2 open-market trades by officers, directors and large owners since October 2021: 2 buys and 0 sales. Grants, option exercises and gifts are left out.

Date	Who	Trade	Shares	Price	Value	Filing
Mar 25, 2022	MCDANIEL CONNIE DDirector	Buy	1,763	$9.62	$17.0K	Form 4
Jan 13, 2022	Cogan Sarah EDirector	Buy	2,000	$11.10	$22.2K	Form 4

From Forms 4 filed with the SEC.

Major holders

Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.

SIT INVESTMENT ASSOCIATES INCSCHEDULE 13G/A, 3 filings Feb 14, 2023 to Jan 6, 2026²²
1607 Capital Partners, LLCSC 13G/A, 2 filings Feb 8, 2024 to Nov 14, 2024²³
FIRST TRUST PORTFOLIOS LPSC 13G/A, 3 filings Jan 26, 2022 to Feb 7, 2024²⁴
Morgan StanleySC 13G/A, 2 filings Feb 10, 2022 to Dec 12, 2022²⁵

Held by these funds

The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 36. Change is in shares since the quarter before.

Fund	Shares	Value	Share of the fund	Change
LPL Financial LLC	344,710	$2.6M	0.0%	+9,178
Morgan Stanley	321,166	$2.4M	0.0%	+12,874
Shaker Financial Services, LLC	214,646	$1.6M	0.5%	+15,079
CoreCap Advisors, LLC	173,428	$1.3M	0.0%	+3,645
Raymond James Financial Inc	169,306	$1.3M	0.0%	+6,024
Fiera Capital Corp	154,898	$1.2M	0.0%	+4,197
Stifel Financial Corp	117,724	$883.0K	0.0%	−1,081
NewEdge Advisors, LLC	116,433	$873.3K	0.0%	−115
Osaic Holdings, Inc.	89,694	$672.7K	0.0%	+25,419
1607 Capital Partners, LLC	81,804	$613.5K	0.1%	−41,884
Stephens Inc /ar/	79,218	$594.1K	0.0%	+4,059
Wells Fargo & Company/mn	73,945	$554.6K	0.0%	+28,396
Total Wealth Planning & Management, Inc.	46,936	$352.0K	0.3%	+1,605
SeaCrest Wealth Management, LLC	39,030	$292.7K	0.0%	−6,737
Kestra Advisory Services, LLC	38,607	$289.6K	0.0%	−1,970
Cetera Investment Advisers	26,717	$200.4K	0.0%	+523
Founders Financial Alliance, LLC	24,467	$183.5K	0.0%	−44
Worth Asset Management, LLC	24,412	$183.1K	0.1%	−8,229
UBS Group AG	19,300	$144.8K	0.0%	+165
Van Diest Capital, LLC	18,548	$139.1K	0.1%	+502
Kovack Advisors, Inc.	18,049	$135.2K	0.0%	+2,638
Royal Bank Of Canada	16,751	$126.0K	0.0%	+2,919
Susquehanna International Group, Llp	16,530	$124.0K	0.0%	New
HighTower Advisors, LLC	13,385	$100.4K	0.0%	No change
Wolverine Asset Management LLC	12,913	$96.8K	0.0%	−1,344

13F reports cover disclosed long positions in U.S. stocks only.

Sources

The numbers on this page point here. Each one links to the record it came from.

1
SEC EDGARVirtus Global Multi-Sector Income Fund filings on SEC EDGAR
2
GLEIFVirtus Global Multi-Sector Income Fund LEI record (5493008J77OQDENT5651)
3
SEC EDGARVirtus Global Multi-Sector Income Fund filings on SEC EDGAR
4
SEC EDGARGeorge R. Aylward Jr., President
5
SEC EDGARRichard W. Smirl, EVP
6
SEC EDGARJacqueline Porter, VP & Asst Treasurer
7
SEC EDGARDeborah A. Zoullas, Board member
8
SEC EDGARF. Ford Drummond, Board member
9
SEC EDGARSarah E. Cogan, Board member
10
SEC EDGARConnie D. McDaniel, Board member
11
SEC EDGARDonald C. Burke, Board member
12
SEC EDGARGeraldine M. McNamara, Board member
13
SEC EDGARJohn R. Mallin, Board member
14
SEC EDGARSidney E. Harris, Board member
15
SEC EDGARR. Keith Walton, Board member
16
SEC EDGARBrian T. Zino, Board member
17
SEC EDGARJames M. Oates, Board member
18
SEC EDGARPhillip R. McLaughlin, Board member
19
SEC EDGARThomas F. Mann, Board member
20
SEC EDGARWillliam R. Moyer, Board member
21
SEC EDGARWilliam J. Renahan, General counsel
22
SEC EDGARSIT INVESTMENT ASSOCIATES INC SCHEDULE 13G/A on Virtus Global Multi-Sector Income Fund
23
SEC EDGAR1607 Capital Partners, LLC SC 13G/A on Virtus Global Multi-Sector Income Fund
24
SEC EDGARFIRST TRUST PORTFOLIOS LP SC 13G/A on Virtus Global Multi-Sector Income Fund
25
SEC EDGARMorgan Stanley SC 13G/A on Virtus Global Multi-Sector Income Fund