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 | 191,644 | 9,774 | 6.01% | 0.74% | 1 | +170,994 | 828.06% | Q1 2026 | May 05, 2026 |
| Holos Integrated Wealth LLC | History | Added to | 155,443 | 7,930 | 4.01% | 3.84% | 2 | +22,109 | 16.58% | Q1 2026 | Apr 08, 2026 |
| New Capital Management LP | History | Reduced | 84,586 | 4,314 | 1.06% | 1.31% | 3 | -16,424 | -16.26% | Q1 2026 | Apr 14, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 68,511 | 3,494 | 0.78% | 0.64% | 4 | +16,586 | 31.94% | Q1 2026 | May 14, 2026 |
| D.B. Root & Company, LLC | History | Added to | 66,751 | 3,404 | 0.81% | 0.72% | 5 | +9,517 | 16.63% | Q1 2026 | May 12, 2026 |
| Buska Wealth Management, LLC | History | Added to | 59,255 | 3,022 | 1.21% | 0.59% | 6 | +28,095 | 90.16% | Q1 2026 | Apr 13, 2026 |
| GSG Advisors LLC | History | Added to | 39,756 | 2,027 | 0.53% | 0.09% | 7 | +32,762 | 468.43% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 31,185 | 1,590 | 0.0% | 0.0% | 8 | +22,989 | 280.49% | Q1 2026 | May 15, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 27,240 | 1,389 | 0.1% | 0.07% | 9 | +5,870 | 27.47% | Q1 2026 | May 20, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 26,997 | 1,376 | 0.0% | 0.0% | 10 | -37,689 | -58.26% | Q1 2026 | May 12, 2026 |
| SAGE RHINO CAPITAL LLC | History | New | 21,366 | 1,089 | 0.2% | — | 11 | +21,366 | New | Q1 2026 | Apr 28, 2026 |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | History | Reduced | 18,933 | 964 | 0.56% | 0.59% | 12 | -463 | -2.39% | Q1 2026 | Apr 08, 2026 |
| CRA Financial Services, LLC | History | Added to | 17,086 | 871 | 0.11% | 0.06% | 13 | +8,283 | 94.09% | Q1 2026 | Apr 09, 2026 |
| D'Orazio & Associates, Inc. | History | Added to | 15,325 | 781 | 0.1% | 0.03% | 14 | +10,065 | 191.35% | Q1 2026 | May 07, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 15,122 | 771 | 0.01% | 0.01% | 15 | +1,502 | 11.03% | Q1 2026 | Apr 20, 2026 |
| Modern Wealth Management, LLC | History | New | 14,870 | 756 | 0.01% | — | 16 | +14,870 | New | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 9,735 | 496 | 0.0% | 0.0% | 17 | +5,149 | 112.28% | Q1 2026 | Apr 27, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 9,428 | 481 | 0.0% | 0.0% | 18 | -785 | -7.69% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 7,010 | 357 | 0.0% | — | 19 | +7,010 | New | Q1 2026 | May 15, 2026 |
| Independence Asset Advisors, LLC | History | New | 6,629 | 337 | 0.12% | — | 20 | +6,629 | New | Q1 2026 | Apr 22, 2026 |
| Ballast Rock Private Wealth LLC | History | Added to | 5,772 | 294 | 0.16% | 0.18% | 21 | +49 | 0.86% | Q1 2026 | Apr 16, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 5,103 | 260 | 0.03% | 0.03% | 22 | +43 | 0.85% | Q1 2026 | May 08, 2026 |
| Swisher Financial Concepts, Inc. | History | No change | 4,845 | 247 | 0.14% | 0.14% | 23 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 4,210 | 214 | 0.0% | — | 24 | +4,210 | New | Q1 2026 | May 15, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 3,385 | 174 | 0.11% | 0.11% | 25 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Ancora Advisors LLC | History | Added to | 2,816 | 143 | 0.0% | 0.0% | 26 | +604 | 27.31% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | No change | 1,951 | 99 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 448 | 22 | 0.0% | 0.0% | 28 | -49 | -9.86% | Q1 2026 | Apr 24, 2026 |
| MORGAN STANLEY | History | No change | 400 | 20 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q1 2026 | May 15, 2026 |