VANGUARD MALVERN FDS (VSDB)
Institutional ownership reported to the SEC as of Q2 2026, across 5 quarters.
52
Reporting holders
$709.9M
Reported value
0.0%
Held as options
+11
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 |
|---|---|---|---|---|---|
| Orgel Wealth Management, LLC | $625.9M | 8,199,393 | 11.87% | 2q | +135.0%+$359.6M |
| Beaird Harris Wealth Management, LLC | $15.6M | 203,992 | 0.98% | 3q | +51.5%+$5.3M |
| CGN Advisors LLC | $7.2M | 94,661 | 0.53% | 2q | +33.3%+$1.8M |
| Werba Rubin Papier Wealth Management | $7.1M | 92,933 | 0.86% | 4q | +39.3%+$2.0M |
| TD Capital Management LLC | $6.2M | 81,727 | 0.51% | new | NEW |
| Integrated Wealth Concepts LLC | $5.2M | 68,369 | 0.03% | 2q | +22.2%+$946.6K |
| Keystone Financial Group, Inc. | $4.6M | 60,314 | 2.42% | 4q | +25.0%+$920.5K |
| Entruity Wealth, LLC | $4.6M | 60,268 | 2.98% | new | NEW |
| Bell Bank | $4.2M | 55,494 | 0.16% | new | NEW |
| Pinnacle Financial Group, LLC / IL | $3.1M | 40,697 | 0.76% | 5q | +5.2%+$153.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.0M | 26,562 | 0.00% | 3q | +42.6%+$605.4K |
| TD Waterhouse Canada Inc. | $1.7M | 21,881 | 0.00% | 3q | -20.0%-$418.9K |
| Robertson Stephens Wealth Management, LLC | $1.6M | 21,227 | 0.04% | 5q | +1.0%+$15.3K |
| Sanctuary Advisors, LLC | $1.6M | 21,156 | 0.01% | 5q | +4.7%+$73.1K |
| Eldridge Investment Advisors, Inc. | $1.3M | 16,440 | 0.25% | 2q | +52.2%+$430.4K |
| North Star Investment Management Corp. | $1.2M | 16,249 | 0.07% | 4q | -3.5%-$44.7K |
| Mills Wealth Advisors LLC | $1.1M | 14,509 | 0.35% | 5q | -16.2%-$214.1K |
| Balboa Wealth Partners | $1.1M | 14,337 | 0.15% | new | NEW |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | $992.3K | 12,998 | 0.31% | 2q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $942.1K | 12,399 | 0.00% | 3q | +26.9%+$199.8K |
| American Investment Services, Inc. | $909.4K | 11,913 | 0.19% | 3q | +10.0%+$82.4K |
| Englebert Financial Advisers, LLC | $908.6K | 11,902 | 0.89% | 2q | -29.4%-$378.4K |
| CITADEL ADVISORS LLC | $907.6K | 11,889 | 0.00% | 2q | -9.9%-$100.0K |
| STEEL GROVE CAPITAL ADVISORS, LLC | $877.9K | 11,500 | 0.08% | 2q | +155.6%+$534.4K |
| LPL Financial LLC | $843.7K | 11,052 | 0.00% | 3q | +99.0%+$419.8K |
| Prospera Financial Services Inc | $806.1K | 10,560 | 0.01% | 5q | -3.6%-$30.5K |
| AQR CAPITAL MANAGEMENT LLC | $766.8K | 10,044 | 0.00% | 3q | HELD |
| Worth Asset Management, LLC | $728.4K | 9,541 | 0.23% | new | NEW |
| Kestra Advisory Services, LLC | $522.8K | 6,848 | 0.00% | 4q | +1.9%+$9.8K |
| Essex Financial Services, Inc. | $434.4K | 5,690 | 0.02% | new | NEW |
| Crusonia Wealth Advisors LLC | $423.3K | 5,545 | 0.07% | new | NEW |
| Mariner, LLC | $413.6K | 5,418 | 0.00% | 2q | -20.6%-$107.3K |
| Focus Partners Advisor Solutions, LLC | $389.3K | 5,100 | 0.00% | 3q | HELD |
| FLAGSHIP HARBOR ADVISORS, LLC | $350.0K | 4,585 | 0.01% | 2q | +5.6%+$18.7K |
| Concurrent Investment Advisors, LLC | $343.8K | 4,503 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $331.7K | 4,344 | 0.00% | 2q | +180.4%+$213.4K |
| ENVESTNET ASSET MANAGEMENT INC | $306.3K | 4,013 | 0.00% | new | NEW |
| Gutierrez Wealth Advisory, LLC | $291.6K | 3,819 | 0.17% | 3q | +0.8%+$2.3K |
| Burton Enright Welch | $274.5K | 3,596 | 0.03% | new | NEW |
| MML INVESTORS SERVICES, LLC | $260.8K | 3,416 | 0.00% | new | NEW |
| Aegis Wealth Management LLC | $250.0K | 3,275 | 0.12% | 3q | HELD |
| HBK Sorce Advisory LLC | $247.8K | 3,265 | 0.00% | 3q | HELD |
| Concord Wealth Partners | $233.6K | 3,060 | 0.03% | 5q | +1.0%+$2.2K |
| CRA Financial Services, LLC | $203.9K | 2,671 | 0.02% | new | NEW |
| Aptus Capital Advisors, LLC | $186.7K | 2,446 | 0.00% | 2q | -20.4%-$47.9K |
| Cornerstone National Bank & Trust Co | $163.4K | 2,151 | 0.06% | 2q | HELD |
| OSAIC HOLDINGS, INC. | $62.6K | 820 | 0.00% | new | NEW |
| MORGAN STANLEY | $27.4K | 359 | 0.00% | new | NEW |
| Blue Trust, Inc. | $24.7K | 324 | 0.00% | new | NEW |
| VANGUARD ADVISERS INC | $7.3K | 96 | 0.00% | 2q | -61.4%-$11.6K |
| ROYAL BANK OF CANADA | $5.0K | 70 | 0.00% | 4q | HELD |
| HAZLETT, BURT & WATSON, INC. | $1.1K | 13,783 | 0.28% | 4q | +31.3% |
| Cambridge Investment Research Advisors, Inc. | $638 | 8,344 | 0.00% | 3q | +131.4% |
| Betterment LLC | $538 | 7,050 | 0.00% | 2q | -7.6% |
| EverSource Wealth Advisors, LLC | $76 | 1 | 0.00% | 4q | 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 | 52 | $709.9M | 9,299,422 | 15 | 20 | 9 | 0.0% |
| Q1 2026 | 41 | $320.1M | 4,197,684 | 16 | 11 | 4 | 0.0% |
| Q4 2025 | 25 | $20.8M | 271,738 | 12 | 8 | 2 | 0.0% |
| Q3 2025 | 15 | $10.9M | 142,080 | 8 | 6 | 1 | 0.0% |
| Q2 2025 | 9 | $5.6M | 74,073 | 9 | 0 | 0 | 0.0% |