VANGUARD MALVERN FDS (VTP)
Institutional ownership reported to the SEC as of Q2 2026, across 4 quarters.
20
Reporting holders
$20.3M
Reported value
0.0%
Held as options
+9
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 |
|---|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $7.1M | 92,100 | 0.00% | 4q | +191.4%+$4.6M |
| Seed Wealth Management, Inc. | $2.1M | 27,895 | 1.35% | new | NEW |
| Tower Research Capital LLC (TRC) | $1.8M | 23,508 | 0.04% | new | NEW |
| Gotham Asset Management, LLC | $1.5M | 19,125 | 0.00% | 2q | +9.4%+$126.2K |
| CITADEL ADVISORS LLC | $1.4M | 18,394 | 0.00% | 3q | +62.1%+$540.1K |
| Pekin Hardy Strauss, Inc. | $1.2M | 15,550 | 0.11% | 3q | +2.0%+$23.0K |
| Wealthspire Advisors, LLC | $810.9K | 10,579 | 0.00% | new | NEW |
| BANK OF MONTREAL /CAN/ | $672.3K | 8,771 | 0.00% | 2q | +5.0%+$31.9K |
| Sepio Capital, LP | $578.7K | 7,550 | 0.03% | 3q | +17.8%+$87.5K |
| D.B. Root & Company, LLC | $536.4K | 6,998 | 0.11% | 2q | HELD |
| JIM SAULNIER & ASSOCIATES, LLC | $434.8K | 5,672 | 0.17% | new | NEW |
| Arax Advisory Partners | $398.6K | 5,201 | 0.00% | new | NEW |
| Gibraltar Capital Management, Inc. | $373.2K | 4,869 | 0.06% | 2q | -3.2%-$12.3K |
| Kohmann Bosshard Financial Services, LLC | $304.2K | 3,969 | 0.03% | new | NEW |
| Wedmont Private Capital | $265.1K | 3,512 | 0.01% | 2q | +1.3%+$3.5K |
| Compass Wealth Management, LLC/GA | $235.8K | 3,076 | 0.09% | new | NEW |
| Gambit Capital Management, LLC | $228.4K | 2,980 | 0.13% | new | NEW |
| Investment Advisory Group, LLC | $212.7K | 2,775 | 0.05% | new | NEW |
| OSAIC HOLDINGS, INC. | $191.6K | 2,500 | 0.00% | 2q | HELD |
| NVWM, LLC | $11.9K | 155 | 0.00% | 3q | 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 | 20 | $20.3M | 265,179 | 9 | 7 | 1 | 0.0% |
| Q1 2026 | 11 | $8.3M | 108,591 | 6 | 3 | 1 | 0.0% |
| Q4 2025 | 5 | $3.3M | 43,543 | 4 | 1 | 0 | 0.0% |
| Q3 2025 | 2 | $1.3M | 17,166 | 2 | 0 | 0 | 0.0% |