VANGUARD MALVERN FDS (VGMS)
Institutional ownership reported to the SEC as of Q2 2026, across 5 quarters.
41
Reporting holders
$62.0M
Reported value
0.0%
Held as options
+12
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| DAHRING | CUSMANO LLC | $11.5M | 223,917 | 6.06% | 4q | +16.8%+$1.7M |
| Holos Integrated Wealth LLC | $10.0M | 194,919 | 4.65% | 3q | +25.4%+$2.0M |
| Buska Wealth Management, LLC | $5.1M | 99,575 | 1.84% | 3q | +68.0%+$2.1M |
| Rialto Wealth Management, LLC | $4.4M | 85,775 | 0.87% | 4q | +25.2%+$885.5K |
| New Capital Management LP | $4.4M | 85,575 | 1.00% | 3q | +1.2%+$50.7K |
| Net Worth Advisory Group | $4.3M | 83,668 | 1.08% | new | NEW |
| GSG Advisors LLC | $3.2M | 61,946 | 0.70% | 3q | +55.8%+$1.1M |
| JANE STREET GROUP, LLC | $2.1M | 41,878 | 0.00% | 5q | +55.1%+$763.2K |
| ROYAL BANK OF CANADA | $1.9M | 36,387 | 0.00% | 5q | +285.9%+$1.4M |
| Modern Wealth Management, LLC | $1.3M | 25,449 | 0.02% | 2q | +71.1%+$542.6K |
| D.B. Root & Company, LLC | $1.1M | 21,949 | 0.24% | 3q | -67.1%-$2.3M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $1.1M | 21,010 | 0.01% | 3q | +38.9%+$302.0K |
| D'Orazio & Associates, Inc. | $1.0M | 19,803 | 0.12% | 3q | +29.2%+$229.7K |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | $969.7K | 18,968 | 0.75% | 4q | HELD |
| CRA Financial Services, LLC | $896.7K | 17,483 | 0.10% | 4q | +2.3%+$20.4K |
| SAGE RHINO CAPITAL LLC | $867.1K | 16,907 | 0.14% | 2q | -20.9%-$228.7K |
| Beacon Pointe Advisors, LLC | $854.5K | 16,660 | 0.00% | 2q | +137.7%+$494.9K |
| CITADEL ADVISORS LLC | $818.1K | 15,950 | 0.00% | 3q | -48.9%-$781.4K |
| SteelPeak Wealth, LLC | $719.1K | 14,020 | 0.02% | new | NEW |
| UBS Group AG | $681.3K | 13,284 | 0.00% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $611.3K | 11,919 | 0.00% | 3q | +22.4%+$112.0K |
| OPPENHEIMER & CO INC | $535.0K | 10,430 | 0.01% | new | NEW |
| Ancora Advisors LLC | $422.2K | 8,231 | 0.01% | 4q | +192.3%+$277.7K |
| Strategic Family Wealth Counselors, L.L.C. | $402.8K | 7,853 | 0.09% | new | NEW |
| SageOak Financial, LLC | $398.0K | 7,760 | 0.26% | new | NEW |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | $371.2K | 7,238 | 0.09% | new | NEW |
| Compound Planning, Inc. | $303.6K | 5,919 | 0.01% | new | NEW |
| Ballast Rock Private Wealth LLC | $300.0K | 5,849 | 0.14% | 3q | +1.3%+$3.9K |
| Independence Asset Advisors, LLC | $289.9K | 5,661 | 0.08% | 2q | -14.6%-$49.6K |
| New England Private Wealth Advisors LLC | $263.6K | 5,193 | 0.03% | 3q | +1.8%+$4.6K |
| Insight Wealth Strategies, LLC | $246.6K | 4,831 | 0.02% | new | NEW |
| GOLDMAN SACHS GROUP INC | $203.1K | 3,959 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $154.9K | 3,020 | 0.00% | new | NEW |
| Global Retirement Partners, LLC | $150.9K | 2,942 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $87.9K | 1,714 | 0.00% | new | NEW |
| Physician Wealth Advisors, Inc. | $23.0K | 448 | 0.00% | 3q | HELD |
| MORGAN STANLEY | $20.5K | 400 | 0.00% | 3q | HELD |
| AE Wealth Management LLC | $17.5K | 341 | 0.00% | new | NEW |
| FIDUCIARY FINANCIAL ADVISORS | $11.9K | 232 | 0.00% | new | NEW |
| FIFTH THIRD BANCORP | $5.8K | 113 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $762 | 14,862 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $1 | 0 | 0.00% | 2q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 41 | $62.0M | 1,209,176 | 16 | 17 | 4 | 0.0% |
| Q1 2026 | 29 | $46.5M | 912,417 | 6 | 14 | 6 | 0.0% |
| Q4 2025 | 23 | $30.0M | 601,929 | 14 | 5 | 2 | 0.0% |
| Q3 2025 | 8 | $13.9M | 268,694 | 6 | 2 | 0 | 0.0% |
| Q2 2025 | 2 | $5.0M | 98,317 | 2 | 0 | 0 | 0.0% |