VANGUARD MALVERN FUNDS - VGMS

Sector: Funds · Industry: Investment Company
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Company profile

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Quarter snapshot

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Q4 2025 · Q3 2025
Value (USD)
Total reported value ($000)
$30.05M
QoQ value delta ($000)
+$16.51M (+122.02%)
Implied price effect (QoQ)
-0.32%
Shares
Total shares
582,510
QoQ shares delta
+320,976 (+122.73%)
Total shares held by funds (by quarter)

Market chart (VGMS)

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Top holders (Q4 2025)

Top 25 only Full list
Manager Value ($000) Shares % of 13F
Holos Integrated Wealth LLC 6,885 133,334 3.84%
New Capital Management LP 5,210 101,010 1.31%
JANE STREET GROUP, LLC 3,336 64,686 0.0%
D.B. Root & Company, LLC 2,952 57,234 0.72%
Rialto Wealth Management, LLC 2,678 51,925 0.64%
Buska Wealth Management, LLC 1,607 31,160 0.59%
Arete Wealth Advisors, LLC 1,102 21,370 0.07%
DAHRING {-} CUSMANO LLC 1,065 20,650 0.74%
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 1,001 19,396 0.59%
KESTRA PRIVATE WEALTH SERVICES, LLC 702 13,620 0.01%
ROYAL BANK OF CANADA 527 10,213 0.0%
CRA Financial Services, LLC 454 8,803 0.06%
CITADEL ADVISORS LLC 422 8,196 0.0%
GSG Advisors LLC 360 6,994 0.09%
Ballast Rock Private Wealth LLC 295 5,723 0.18%
D'Orazio & Associates, Inc. 271 5,260 0.03%
New England Private Wealth Advisors LLC 260 5,060 0.03%
Swisher Financial Concepts, Inc. 249 4,845 0.14%
COMMONWEALTH EQUITY SERVICES, LLC 236 4,586 0.0%
Principia Wealth Advisory, LLC 174 3,385 0.11%
Ancora Advisors LLC 114 2,212 0.0%
CWM, LLC 101 1,951 0.0%
Physician Wealth Advisors, Inc. 25 497 0.0%
MORGAN STANLEY 20 400 0.0%