VGMS

VANGUARD MALVERN FDS
$51.00-0.33 (-0.63%)BATS

Institutional Holders

26

as of Q4 2025

Total Shares Held

1.3333410101064688e+103B

Total Value

$6.885521030002952e+64T

% of Float

Price History

$50.30$50.73$51.16$51.59$52.02Jun 25Oct 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Holos Integrated Wealth LLC133,334$6.9M3.84%Share
2New Capital Management LP101,010$5.2M1.31%Share
3JANE STREET GROUP, LLC64,686$3.0M0.00%Share
4D.B. Root & Company, LLC57,234$3.0M0.72%Share
5Rialto Wealth Management, LLC51,925$2.7M0.64%Share
6Buska Wealth Management, LLC31,160$1.6M0.59%Share
7Arete Wealth Advisors, LLC21,370$1.1M0.07%Share
8DAHRING {-} CUSMANO LLC20,650$1.1M0.74%Share
9AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP19,396$1.0M0.59%Share
10KESTRA PRIVATE WEALTH SERVICES, LLC13,620$702K0.01%Share
11CRA Financial Services, LLC8,803$454K0.06%Share
12GSG Advisors LLC6,994$360K0.09%Share
13Ballast Rock Private Wealth LLC5,723$295K0.18%Share
14D'Orazio & Associates, Inc.5,260$271K0.03%Share
15New England Private Wealth Advisors LLC5,060$260K0.02%Share
16Swisher Financial Concepts, Inc.4,845$249K0.14%Share
17Principia Wealth Advisory, LLC3,540$183K0.13%Share
18Principia Wealth Advisory, LLC3,385$174K0.11%Share
19CWM, LLC1,951$101K0.00%Share
20Physician Wealth Advisors, Inc.497$25K0.00%Share
21Ancora Advisors LLC2,212$00.00%Share
22MORGAN STANLEY400$00.00%Share
23CITADEL ADVISORS LLC8,196$00.00%Share
24ROYAL BANK OF CANADA644$00.00%Share
25ROYAL BANK OF CANADA9,569$00.00%Share
26COMMONWEALTH EQUITY SERVICES, LLC4,586$00.00%Share