VANGUARD MALVERN FUNDS - VGMS
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DAHRING | CUSMANO LLC | History | Added to | 223,917 | 11,484 | 6.06% | 6.01% | 1 | +32,273 | 16.84% | Q2 2026 | Jul 28, 2026 |
| Holos Integrated Wealth LLC | History | Added to | 194,919 | 9,961 | 4.65% | 4.01% | 2 | +39,476 | 25.4% | Q2 2026 | Jul 15, 2026 |
| Buska Wealth Management, LLC | History | Added to | 99,575 | 5,107 | 1.84% | 1.21% | 3 | +40,320 | 68.04% | Q2 2026 | Jul 10, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 85,775 | 4,399 | 0.87% | 0.78% | 4 | +17,264 | 25.2% | Q2 2026 | Aug 11, 2026 |
| New Capital Management LP | History | Added to | 85,575 | 4,389 | 1.0% | 1.06% | 5 | +989 | 1.17% | Q2 2026 | Jul 14, 2026 |
| Net Worth Advisory Group | History | New | 83,668 | 4,291 | 1.08% | — | 6 | +83,668 | New | Q2 2026 | Jul 13, 2026 |
| GSG Advisors LLC | History | Added to | 61,946 | 3,177 | 0.7% | 0.53% | 7 | +22,190 | 55.82% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 41,878 | 2,147 | 0.0% | 0.0% | 8 | +14,881 | 55.12% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 36,387 | 1,866 | 0.0% | 0.0% | 9 | +26,959 | 285.95% | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, LLC | History | Added to | 25,449 | 1,305 | 0.02% | 0.01% | 10 | +10,579 | 71.14% | Q2 2026 | Aug 13, 2026 |
| D.B. Root & Company, LLC | History | Reduced | 21,949 | 1,125 | 0.24% | 0.81% | 11 | -44,802 | -67.12% | Q2 2026 | Aug 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 21,010 | 1,077 | 0.01% | 0.01% | 12 | +5,888 | 38.94% | Q2 2026 | Jul 28, 2026 |
| D'Orazio & Associates, Inc. | History | Added to | 19,803 | 1,015 | 0.12% | 0.1% | 13 | +4,478 | 29.22% | Q2 2026 | Jul 28, 2026 |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | History | Added to | 18,968 | 969 | 0.75% | 0.56% | 14 | +35 | 0.18% | Q2 2026 | Jul 09, 2026 |
| CRA Financial Services, LLC | History | Added to | 17,483 | 896 | 0.1% | 0.11% | 15 | +397 | 2.32% | Q2 2026 | Jul 24, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 16,907 | 867 | 0.14% | 0.2% | 16 | -4,459 | -20.87% | Q2 2026 | Aug 03, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 16,660 | 854 | 0.0% | 0.0% | 17 | +9,650 | 137.66% | Q2 2026 | Aug 18, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 15,950 | 818 | 0.0% | 0.0% | 18 | -15,235 | -48.85% | Q2 2026 | Sep 02, 2026 |
| SteelPeak Wealth, LLC | History | New | 14,020 | 719 | 0.02% | — | 19 | +14,020 | New | Q2 2026 | Jul 13, 2026 |
| UBS Group AG | History | New | 13,284 | 681 | 0.0% | — | 20 | +13,284 | New | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 11,919 | 611 | 0.0% | 0.0% | 21 | +2,184 | 22.43% | Q2 2026 | Jul 29, 2026 |
| OPPENHEIMER & CO INC | History | New | 10,430 | 534 | 0.01% | — | 22 | +10,430 | New | Q2 2026 | Aug 03, 2026 |
| Ancora Advisors LLC | History | Added to | 8,231 | 422 | 0.01% | 0.0% | 23 | +5,415 | 192.29% | Q2 2026 | Aug 14, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | New | 7,853 | 402 | 0.09% | — | 24 | +7,853 | New | Q2 2026 | Aug 14, 2026 |
| SageOak Financial, LLC | History | New | 7,760 | 398 | 0.26% | — | 25 | +7,760 | New | Q2 2026 | Jul 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 7,431 | 381 | 0.0% | — | 26 | +7,431 | New | Q2 2026 | Jul 27, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | New | 7,238 | 371 | 0.09% | — | 27 | +7,238 | New | Q2 2026 | Jul 23, 2026 |
| Compound Planning, Inc. | History | New | 5,919 | 303 | 0.01% | — | 28 | +5,919 | New | Q2 2026 | Aug 04, 2026 |
| Ballast Rock Private Wealth LLC | History | Added to | 5,849 | 299 | 0.14% | 0.16% | 29 | +77 | 1.33% | Q2 2026 | Aug 10, 2026 |
| Independence Asset Advisors, LLC | History | Reduced | 5,661 | 289 | 0.08% | 0.12% | 30 | -968 | -14.6% | Q2 2026 | Jul 15, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 5,193 | 263 | 0.03% | 0.03% | 31 | +90 | 1.76% | Q2 2026 | Aug 04, 2026 |
| Insight Wealth Strategies, LLC | History | New | 4,831 | 246 | 0.02% | — | 32 | +4,831 | New | Q2 2026 | Jul 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 3,959 | 203 | 0.0% | — | 33 | +3,959 | New | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | New | 3,020 | 154 | 0.0% | — | 34 | +3,020 | New | Q2 2026 | Jul 17, 2026 |
| Global Retirement Partners, LLC | History | New | 2,942 | 150 | 0.0% | — | 35 | +2,942 | New | Q2 2026 | Aug 06, 2026 |
| CWM, LLC | History | No change | 1,951 | 99 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | New | 1,714 | 87 | 0.0% | — | 37 | +1,714 | New | Q2 2026 | Aug 14, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 448 | 22 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MORGAN STANLEY | History | No change | 400 | 20 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | New | 341 | 17 | 0.0% | — | 40 | +341 | New | Q2 2026 | Aug 03, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 232 | 11 | 0.0% | — | 41 | +232 | New | Q2 2026 | Aug 13, 2026 |
| Principia Wealth Advisory, LLC | History | Reduced | 120 | 6 | 0.0% | 0.07% | 42 | -2,400 | -95.24% | Q2 2026 | Aug 26, 2026 |
| FIFTH THIRD BANCORP | History | New | 113 | 5 | 0.0% | — | 43 | +113 | New | Q2 2026 | Aug 05, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -27,240 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Swisher Financial Concepts, Inc. | History | Closed out | 0 | 0 | — | 0.14% | — | -4,845 | -100.0% | Q2 2026 | Aug 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,210 | -100.0% | Q2 2026 | Aug 14, 2026 |