VANGUARD MALVERN FUNDS - VSDB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Keystone Financial Group, Inc. | History | Added to | 33,710 | 2,578 | 1.35% | 0.91% | 1 | +12,727 | 60.65% | Q4 2025 | Jan 16, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Added to | 31,810 | 2,432 | 0.71% | 0.71% | 2 | +1,006 | 3.27% | Q4 2025 | Feb 05, 2026 |
| TD Waterhouse Canada Inc. | History | New | 29,743 | 2,274 | 0.01% | — | 3 | +29,743 | New | Q4 2025 | Jan 27, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 18,962 | 1,450 | 0.04% | 0.04% | 4 | +302 | 1.62% | Q4 2025 | Feb 02, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 18,801 | 1,437 | 0.01% | 0.0% | 5 | +12,469 | 196.92% | Q4 2025 | Jan 29, 2026 |
| Mills Wealth Advisors LLC | History | Added to | 18,146 | 1,387 | 0.55% | 0.35% | 6 | +7,022 | 63.12% | Q4 2025 | Jan 27, 2026 |
| North Star Investment Management Corp. | History | Added to | 16,032 | 1,226 | 0.08% | 0.03% | 7 | +10,053 | 168.14% | Q4 2025 | Jan 30, 2026 |
| American Investment Services, Inc. | History | New | 14,236 | 1,088 | 0.25% | — | 8 | +14,236 | New | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 13,261 | 1,014 | 0.0% | — | 9 | +13,261 | New | Q4 2025 | Feb 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 11,538 | 883 | 0.0% | — | 10 | +11,538 | New | Q4 2025 | Jan 08, 2026 |
| Prospera Financial Services Inc | History | No change | 10,960 | 838 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 10,044 | 768 | 0.0% | — | 12 | +10,044 | New | Q4 2025 | Feb 17, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 9,046 | 691 | 0.19% | 0.05% | 13 | +5,067 | 127.34% | Q4 2025 | Jan 27, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 7,311 | 559 | 0.0% | — | 14 | +7,311 | New | Q4 2025 | Mar 25, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 6,685 | 511 | 0.0% | 0.0% | 15 | -180 | -2.62% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 5,100 | 390 | 0.0% | — | 16 | +5,100 | New | Q4 2025 | Feb 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 3,570 | 273 | 0.0% | — | 17 | +3,570 | New | Q4 2025 | Feb 05, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 3,492 | 266 | 0.08% | 0.02% | 18 | +2,726 | 355.87% | Q4 2025 | Feb 10, 2026 |
| Aegis Wealth Management LLC | History | New | 3,275 | 250 | 0.14% | — | 20 | +3,275 | New | Q4 2025 | Jan 14, 2026 |
| HBK Sorce Advisory LLC | History | New | 3,265 | 250 | 0.01% | — | 19 | +3,265 | New | Q4 2025 | Feb 09, 2026 |
| LPL Financial LLC | History | New | 3,105 | 237 | 0.0% | — | 21 | +3,105 | New | Q4 2025 | Feb 11, 2026 |
| Concord Wealth Partners | History | Added to | 3,016 | 230 | 0.03% | 0.03% | 22 | +48 | 1.62% | Q4 2025 | Jan 29, 2026 |
| Gutierrez Wealth Advisory, LLC | History | New | 2,910 | 222 | 0.14% | — | 23 | +2,910 | New | Q4 2025 | Feb 06, 2026 |
| Beaird Harris Wealth Management, LLC | History | New | 668 | 51 | 0.0% | — | 24 | +668 | New | Q4 2025 | Feb 23, 2026 |
| CWM, LLC | History | Reduced | 157 | 12 | 0.0% | 0.0% | 25 | -1,321 | -89.38% | Q4 2025 | Jan 26, 2026 |
| ROYAL BANK OF CANADA | History | New | 70 | 5 | 0.0% | — | 26 | +70 | New | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 43 | 3 | 0.0% | 0.0% | 27 | -80 | -65.04% | Q4 2025 | Jan 29, 2026 |
| VESTOR CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.88% | — | -178,432 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,649 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Westfuller Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -732 | -100.0% | Q3 2025 | Oct 30, 2025 |
| EverSource Wealth Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |