VANGUARD MALVERN FUNDS - VSDB

Sector: Funds · Industry: Investment Company
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Company profile

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Quarter snapshot

Latest / Compare
Q4 2025 · Q3 2025
Value (USD)
Total reported value ($000)
$21.33M
QoQ value delta ($000)
-$2.489M (-10.45%)
Implied price effect (QoQ)
-0.22%
Shares
Total shares
278,957
QoQ shares delta
-31,878 (-10.26%)
Total shares held by funds (by quarter)

Market chart (VSDB)

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Top holders (Q4 2025)

Top 25 only Full list
Manager Value ($000) Shares % of 13F
Keystone Financial Group, Inc. 2,578 33,710 1.35%
Pinnacle Financial Group, LLC / IL 2,432 31,810 0.71%
TD Waterhouse Canada Inc. 2,274 29,743 0.01%
Robertson Stephens Wealth Management, LLC 1,450 18,962 0.04%
Sanctuary Advisors, LLC 1,437 18,801 0.01%
Mills Wealth Advisors LLC 1,387 18,146 0.55%
North Star Investment Management Corp. 1,226 16,032 0.08%
American Investment Services, Inc. 1,088 14,236 0.25%
COMMONWEALTH EQUITY SERVICES, LLC 1,014 13,261 0.0%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 883 11,538 0.0%
Prospera Financial Services Inc 838 10,960 0.01%
AQR CAPITAL MANAGEMENT LLC 768 10,044 0.0%
Werba Rubin Papier Wealth Management 691 9,046 0.19%
GOLDMAN SACHS GROUP INC 559 7,311 0.0%
Kestra Advisory Services, LLC 511 6,685 0.0%
Focus Partners Advisor Solutions, LLC 390 5,100 0.0%
Cambridge Investment Research Advisors, Inc. 273 3,570 0.0%
HAZLETT, BURT & WATSON, INC. 266 3,492 0.08%
Aegis Wealth Management LLC 250 3,275 0.14%
HBK Sorce Advisory LLC 250 3,265 0.01%
LPL Financial LLC 237 3,105 0.0%
Concord Wealth Partners 230 3,016 0.03%
Gutierrez Wealth Advisory, LLC 222 2,910 0.14%
Beaird Harris Wealth Management, LLC 51 668 0.0%
CWM, LLC 12 157 0.0%