VANGUARD MALVERN FUNDS - VSDB

Sector: Funds · Industry: Investment Company
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Quarter snapshot

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Q2 2026 · Q1 2026
Value (USD)
Total reported value ($000)
$710.1M
QoQ value delta ($000)
+$388.3M (+120.69%)
Implied price effect (QoQ)
+0.12%
Shares
Total shares
9,301,695
QoQ shares delta
+5,081,672 (+120.42%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

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Top holders (Q2 2026)

Top 25 only Full list
Partial Q2 2026 data: 56 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
Orgel Wealth Management, LLC 625,941 8,199,393 11.87%
Beaird Harris Wealth Management, LLC 15,572 203,992 0.98%
CGN Advisors LLC 7,226 94,661 0.53%
Werba Rubin Papier Wealth Management 7,094 92,933 0.86%
TD Capital Management LLC 6,239 81,727 0.51%
Keystone Financial Group, Inc. 4,604 60,314 2.42%
Entruity Wealth, LLC 4,600 60,268 2.98%
Bell Bank 4,236 55,494 0.16%
Integrated Wealth Concepts LLC 3,425 44,866 0.02%
Pinnacle Financial Group, LLC / IL 3,106 40,697 0.76%
COMMONWEALTH EQUITY SERVICES, LLC 2,027 26,562 0.0%
TD Waterhouse Canada Inc. 1,670 21,881 0.0%
Robertson Stephens Wealth Management, LLC 1,620 21,227 0.04%
Sanctuary Advisors, LLC 1,615 21,156 0.01%
Eldridge Investment Advisors, Inc. 1,255 16,440 0.25%
North Star Investment Management Corp. 1,240 16,249 0.07%
Mills Wealth Advisors LLC 1,107 14,509 0.35%
Balboa Wealth Partners 1,094 14,337 0.15%
HAZLETT, BURT & WATSON, INC. 1,057 13,783 0.28%
BARNES PETTEY FINANCIAL ADVISORS, LLC 992 12,998 0.31%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 942 12,399 0.0%
American Investment Services, Inc. 909 11,913 0.19%
Englebert Financial Advisers, LLC 908 11,902 0.89%
CITADEL ADVISORS LLC 907 11,889 0.0%
STEEL GROVE CAPITAL ADVISORS, LLC 877 11,500 0.08%