VANGUARD MALVERN FUNDS - VTG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Global Endowment Management, LP | History | No change | 133,210 | 10,028 | 1.02% | 1.02% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Angeles Investment Advisors, LLC | History | No change | 45,614 | 3,433 | 0.21% | 0.21% | 2 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 31,683 | 2,385 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GUIDANCE CAPITAL, INC | History | No change | 24,940 | 1,862 | 0.4% | 0.4% | 4 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 12,698 | 955 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Nicholas Wealth, LLC. | History | No change | 8,896 | 669 | 0.37% | 0.37% | 6 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 7,724 | 581 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| JANE STREET GROUP, LLC | History | No change | 7,263 | 546 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 3,634 | 273 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LPL Financial LLC | History | No change | 3,586 | 269 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sanctuary Advisors, LLC | History | No change | 3,135 | 235 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | No change | 2,809 | 211 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Farther Finance Advisors, LLC | History | New | 2,324 | 167 | 0.0% | — | 13 | +2,324 | New | Q3 2026 | Oct 08, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 915 | 69 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CVA Family Office, LLC | History | No change | 328 | 24 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 330 | 24 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 317 | 23 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | No change | 176 | 13 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 125 | 9 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |