VANGUARD MALVERN FUNDS - VTP
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 92,100 | 7,059 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Seed Wealth Management, Inc. | History | No change | 27,895 | 2,138 | 1.35% | 1.35% | 2 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 23,508 | 1,801 | 0.04% | 0.04% | 3 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Gotham Asset Management, LLC | History | No change | 19,125 | 1,466 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 18,394 | 1,409 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Pekin Hardy Strauss, Inc. | History | No change | 15,550 | 1,191 | 0.1% | 0.1% | 6 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Wealthspire Advisors, LLC | History | No change | 10,579 | 810 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 8,771 | 672 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sepio Capital, LP | History | No change | 7,550 | 578 | 0.03% | 0.03% | 9 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| D.B. Root & Company, LLC | History | No change | 6,998 | 536 | 0.11% | 0.11% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | No change | 5,672 | 434 | 0.17% | 0.17% | 11 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Marotta Asset Management | History | New | 5,843 | 427 | 0.07% | — | 12 | +5,843 | New | Q3 2026 | Oct 02, 2026 |
| Arax Advisory Partners | History | No change | 5,201 | 398 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Gibraltar Capital Management, Inc. | History | No change | 4,869 | 373 | 0.06% | 0.06% | 14 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 3,969 | 304 | 0.03% | 0.03% | 15 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Wedmont Private Capital | History | No change | 3,512 | 265 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Compass Wealth Management, LLC/GA | History | No change | 3,076 | 235 | 0.09% | 0.09% | 17 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Gambit Capital Management, LLC | History | No change | 2,980 | 228 | 0.13% | 0.13% | 18 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Investment Advisory Group, LLC | History | No change | 2,775 | 212 | 0.05% | 0.05% | 19 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,500 | 191 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NVWM, LLC | History | No change | 155 | 11 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |