VANGUARD MALVERN FUNDS - VSDB

Sector: Funds · Industry: Investment Company
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Company profile

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Quarter snapshot

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Q1 2026 · Q4 2025
Value (USD)
Total reported value ($000)
$321.7M
QoQ value delta ($000)
+$300.4M (+1408.59%)
Implied price effect (QoQ)
-0.26%
Shares
Total shares
4,219,413
QoQ shares delta
+3,940,456 (+1412.57%)
Total shares held by funds (by quarter)

Market chart (VSDB)

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Top holders (Q1 2026)

Top 25 only Full list
Manager Value ($000) Shares % of 13F
Orgel Wealth Management, LLC 266,049 3,489,169 5.73%
Beaird Harris Wealth Management, LLC 10,267 134,655 0.7%
CGN Advisors LLC 5,414 71,014 0.43%
Werba Rubin Papier Wealth Management 5,085 66,692 0.71%
Integrated Wealth Concepts LLC 4,267 55,970 0.03%
Keystone Financial Group, Inc. 3,679 48,256 1.91%
Pinnacle Financial Group, LLC / IL 2,949 38,682 0.81%
TD Waterhouse Canada Inc. 2,081 27,368 0.01%
Robertson Stephens Wealth Management, LLC 1,603 21,027 0.04%
Sanctuary Advisors, LLC 1,540 20,198 0.01%
COMMONWEALTH EQUITY SERVICES, LLC 1,420 18,632 0.0%
Mills Wealth Advisors LLC 1,320 17,314 0.46%
Englebert Financial Advisers, LLC 1,285 16,859 1.46%
North Star Investment Management Corp. 1,283 16,834 0.08%
JANE STREET GROUP, LLC 1,134 14,875 0.0%
CITADEL ADVISORS LLC 1,006 13,199 0.0%
BARNES PETTEY FINANCIAL ADVISORS, LLC 991 12,998 0.43%
Prospera Financial Services Inc 835 10,960 0.01%
American Investment Services, Inc. 826 10,834 0.18%
Eldridge Investment Advisors, Inc. 823 10,802 0.18%
HAZLETT, BURT & WATSON, INC. 804 10,496 0.25%
AQR CAPITAL MANAGEMENT LLC 765 10,044 0.0%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 743 9,770 0.0%
Betterment LLC 582 7,627 0.0%
Mariner, LLC 519 6,823 0.0%