VANGUARD MALVERN FUNDS - VGVT
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CPA Asset Management Group, LLC | History | Added to | 205,915 | 15,577 | 5.22% | 4.23% | 1 | +47,468 | 29.96% | Q1 2026 | May 05, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 21,392 | 1,616 | 0.12% | 0.06% | 2 | +8,090 | 60.82% | Q1 2026 | May 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 10,864 | 821 | 0.0% | 0.0% | 3 | -16,506 | -60.31% | Q1 2026 | May 15, 2026 |
| Angeles Investment Advisors, LLC | History | New | 7,377 | 558 | 0.04% | — | 4 | +7,377 | New | Q1 2026 | Apr 28, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 6,831 | 516 | 0.0% | 0.0% | 5 | +4,188 | 158.46% | Q1 2026 | May 12, 2026 |
| Mills Wealth Advisors LLC | History | New | 2,761 | 208 | 0.07% | — | 6 | +2,761 | New | Q1 2026 | Apr 24, 2026 |
| Duncan Williams Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -4,396 | -100.0% | Q1 2026 | May 05, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -67 | -100.0% | Q1 2026 | May 05, 2026 |
| AE Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18 | -100.0% | Q1 2026 | May 13, 2026 |
| CoreCap Advisors, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |