VANGUARD MALVERN FUNDS - VGMS

Sector: Funds · Industry: Investment Company

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Company profile

Quarter snapshot

Latest / Compare

Q2 2026 · Q1 2026

Value (USD)

Total reported value ($000)

$62.44M

QoQ value delta ($000)

+$15.79M (+33.85%)

Implied price effect (QoQ)

+0.49%

Total shares

1,218,678

QoQ shares delta

+303,741 (+33.2%)

Total shares held by funds (by quarter)

Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

Market chart (VGMS)

Interactive chart by TradingView.

Top holders (Q2 2026)

Top 25 only Full list

Partial Q2 2026 data: 43 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.

Manager	Value ($000)	Shares	% of 13F
DAHRING \| CUSMANO LLC	11,484	223,917	6.06%
Holos Integrated Wealth LLC	9,961	194,919	4.65%
Buska Wealth Management, LLC	5,107	99,575	1.84%
Rialto Wealth Management, LLC	4,399	85,775	0.87%
New Capital Management LP	4,389	85,575	1.0%
Net Worth Advisory Group	4,291	83,668	1.08%
GSG Advisors LLC	3,177	61,946	0.7%
JANE STREET GROUP, LLC	2,147	41,878	0.0%
ROYAL BANK OF CANADA	1,866	36,387	0.0%
Modern Wealth Management, LLC	1,305	25,449	0.02%
D.B. Root & Company, LLC	1,125	21,949	0.24%
KESTRA PRIVATE WEALTH SERVICES, LLC	1,077	21,010	0.01%
D'Orazio & Associates, Inc.	1,015	19,803	0.12%
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP	969	18,968	0.75%
CRA Financial Services, LLC	896	17,483	0.1%
SAGE RHINO CAPITAL LLC	867	16,907	0.14%
Beacon Pointe Advisors, LLC	854	16,660	0.0%
CITADEL ADVISORS LLC	818	15,950	0.0%
SteelPeak Wealth, LLC	719	14,020	0.02%
UBS Group AG	681	13,284	0.0%
COMMONWEALTH EQUITY SERVICES, LLC	611	11,919	0.0%
OPPENHEIMER & CO INC	534	10,430	0.01%
Ancora Advisors LLC	422	8,231	0.01%
Strategic Family Wealth Counselors, L.L.C.	402	7,853	0.09%
SageOak Financial, LLC	398	7,760	0.26%