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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Holos Integrated Wealth LLC | History | New | 133,334 | 6,885 | 3.84% | — | 1 | +133,334 | New | Q4 2025 | Jan 05, 2026 |
| New Capital Management LP | History | New | 101,010 | 5,210 | 1.31% | — | 2 | +101,010 | New | Q4 2025 | Jan 20, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 64,686 | 3,336 | 0.0% | 0.0% | 3 | -122,103 | -65.37% | Q4 2025 | Feb 12, 2026 |
| D.B. Root & Company, LLC | History | New | 57,234 | 2,952 | 0.72% | — | 4 | +57,234 | New | Q4 2025 | Feb 03, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 51,925 | 2,678 | 0.64% | 0.44% | 5 | +18,684 | 56.21% | Q4 2025 | Jan 12, 2026 |
| Buska Wealth Management, LLC | History | New | 31,160 | 1,607 | 0.59% | — | 6 | +31,160 | New | Q4 2025 | Jan 22, 2026 |
| Arete Wealth Advisors, LLC | History | New | 21,370 | 1,102 | 0.07% | — | 7 | +21,370 | New | Q4 2025 | Feb 13, 2026 |
| DAHRING {-} CUSMANO LLC | History | Added to | 20,650 | 1,065 | 0.74% | 0.27% | 8 | +13,463 | 187.32% | Q4 2025 | Feb 05, 2026 |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | History | Added to | 19,396 | 1,001 | 0.59% | 0.57% | 9 | +303 | 1.59% | Q4 2025 | Jan 06, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 13,620 | 702 | 0.01% | — | 10 | +13,620 | New | Q4 2025 | Jan 29, 2026 |
| ROYAL BANK OF CANADA | History | New | 10,213 | 527 | 0.0% | — | 11 | +10,213 | New | Q4 2025 | Feb 17, 2026 |
| CRA Financial Services, LLC | History | Added to | 8,803 | 454 | 0.06% | 0.06% | 12 | +38 | 0.43% | Q4 2025 | Jan 16, 2026 |
| CITADEL ADVISORS LLC | History | New | 8,196 | 422 | 0.0% | — | 13 | +8,196 | New | Q4 2025 | Feb 17, 2026 |
| GSG Advisors LLC | History | New | 6,994 | 360 | 0.09% | — | 14 | +6,994 | New | Q4 2025 | Jan 08, 2026 |
| Ballast Rock Private Wealth LLC | History | New | 5,723 | 295 | 0.18% | — | 15 | +5,723 | New | Q4 2025 | Feb 04, 2026 |
| D'Orazio & Associates, Inc. | History | New | 5,260 | 271 | 0.03% | — | 16 | +5,260 | New | Q4 2025 | Feb 04, 2026 |
| New England Private Wealth Advisors LLC | History | New | 5,060 | 260 | 0.03% | — | 17 | +5,060 | New | Q4 2025 | Feb 13, 2026 |
| Swisher Financial Concepts, Inc. | History | New | 4,845 | 249 | 0.14% | — | 18 | +4,845 | New | Q4 2025 | Feb 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 4,586 | 236 | 0.0% | — | 19 | +4,586 | New | Q4 2025 | Feb 12, 2026 |
| Principia Wealth Advisory, LLC | History | Reduced | 3,385 | 174 | 0.11% | 0.13% | 20 | -155 | -4.38% | Q4 2025 | Feb 10, 2026 |
| Ancora Advisors LLC | History | Added to | 2,212 | 114 | 0.0% | 0.0% | 21 | +1,244 | 128.51% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | No change | 1,951 | 101 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 497 | 25 | 0.0% | — | 23 | +497 | New | Q4 2025 | Jan 29, 2026 |
| MORGAN STANLEY | History | New | 400 | 20 | 0.0% | — | 24 | +400 | New | Q4 2025 | Feb 13, 2026 |