VANGUARD MALVERN FDS (VTG)
Institutional ownership reported to the SEC as of Q2 2026, across 4 quarters.
18
Reporting holders
$21.6M
Reported value
0.0%
Held as options
+6
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 |
|---|---|---|---|---|---|
| Global Endowment Management, LP | $10.0M | 133,210 | 1.02% | new | NEW |
| Angeles Investment Advisors, LLC | $3.4M | 45,614 | 0.21% | 3q | +0.9%+$30.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.4M | 31,683 | 0.00% | 4q | +110.0%+$1.2M |
| GUIDANCE CAPITAL, INC | $1.9M | 24,940 | 0.40% | 3q | +6.0%+$104.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | $955.9K | 12,698 | 0.00% | new | NEW |
| Nicholas Wealth, LLC. | $669.7K | 8,896 | 0.37% | 2q | +47.5%+$215.8K |
| ENVESTNET ASSET MANAGEMENT INC | $581.4K | 7,724 | 0.00% | 4q | +35.4%+$151.9K |
| JANE STREET GROUP, LLC | $546.8K | 7,263 | 0.00% | 2q | -86.9%-$3.6M |
| TRUIST FINANCIAL CORP | $273.6K | 3,634 | 0.00% | new | NEW |
| LPL Financial LLC | $270.0K | 3,586 | 0.00% | new | NEW |
| Sanctuary Advisors, LLC | $236.0K | 3,135 | 0.00% | 3q | HELD |
| IFP Advisors, Inc | $211.5K | 2,809 | 0.00% | 3q | HELD |
| FIDUCIARY FINANCIAL ADVISORS | $24.8K | 330 | 0.00% | new | NEW |
| CVA Family Office, LLC | $24.7K | 328 | 0.00% | 2q | HELD |
| HARBOUR INVESTMENTS, INC. | $23.9K | 317 | 0.00% | 4q | +1.0% |
| LOGAN CAPITAL MANAGEMENT INC | $13.2K | 176 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $9.4K | 125 | 0.00% | new | NEW |
| HAZLETT, BURT & WATSON, INC. | $69 | 915 | 0.02% | 3q | HELD |
| WELLS FARGO & COMPANY/MN | $57 | 1 | 0.00% | new | NEW |
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 | 18 | $21.6M | 286,469 | 8 | 6 | 1 | 0.0% |
| Q1 2026 | 12 | $12.5M | 165,666 | 5 | 2 | 1 | 0.0% |
| Q4 2025 | 8 | $7.9M | 104,326 | 5 | 3 | 0 | 0.0% |
| Q3 2025 | 4 | $1.2M | 15,260 | 4 | 0 | 0 | 0.0% |