VANGUARD MALVERN FDS
CUSIP 922020730
Vanguard Malvern Fds has 44 institutional holders in Filings Flow’s 13F database, together reporting 4.22M shares worth $320M as of Q1 2026. The largest reported holders are Orgel Wealth Management, LLC, Beaird Harris Wealth Management, LLC, and Cgn Advisors LLC.
Institutional Holders
44
Q1 2026
Reported Value
$320M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Orgel Wealth Management, LLC$4.6B AUM | 5.73% | $266M | 3.49M | Q1 2026OLDER |
| Keystone Financial Group, Inc.$192M AUM | 1.91% | $4M | 48.3K | Q1 2026OLDER |
| Beaird Harris Wealth Management, LLC$1.6B AUM | 0.98% | $16M | 204.0K | Q2 2026 |
| Pinnacle Financial Group, LLC / IL$365M AUM | 0.81% | $3M | 38.7K | Q1 2026OLDER |
| Werba Rubin Papier Wealth Management$718M AUM | 0.71% | $5M | 66.7K | Q1 2026OLDER |
| CGN Advisors LLC$1.4B AUM | 0.53% | $7M | 94.7K | Q2 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC$229M AUM | 0.43% | $991,098 | 13.0K | Q1 2026OLDER |
| Mills Wealth Advisors LLC$318M AUM | 0.35% | $1M | 14.5K | Q2 2026 |
| Talisman Wealth Advisors LLC$124M AUM | 0.24% | $302,715 | 4.0K | Q1 2026OLDER |
| Worth Asset Management, LLC$313M AUM | 0.23% | $728,360 | 9.5K | Q2 2026 |
| American Investment Services, Inc.$448M AUM | 0.18% | $826,065 | 10.8K | Q1 2026OLDER |
| Eldridge Investment Advisors, Inc.$456M AUM | 0.18% | $823,664 | 10.8K | Q1 2026OLDER |
| Gutierrez Wealth Advisory, LLC$161M AUM | 0.18% | $288,947 | 3.8K | Q1 2026OLDER |
| Aegis Wealth Management LLC$175M AUM | 0.14% | $249,719 | 3.3K | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.08% | $1M | 16.8K | Q1 2026OLDER |
| Cornerstone National Bank & Trust Co$271M AUM | 0.06% | $163,584 | 2.2K | Q1 2026OLDER |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.04% | $2M | 21.0K | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.04% | $298,595 | 3.9K | Q1 2026OLDER |
| STEEL GROVE CAPITAL ADVISORS, LLC$949M AUM | 0.04% | $343,125 | 4.5K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.03% | $4M | 56.0K | Q1 2026OLDER |
| Concord Wealth Partners$770M AUM | 0.03% | $231,148 | 3.0K | Q1 2026OLDER |
| Westfuller Advisors, LLC$232M AUM | 0.03% | $56,100 | 732 | Q3 2025OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.01% | $330,925 | 4.3K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $835,698 | 11.0K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $2M | 20.2K | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.01% | $2M | 27.4K | Q1 2026OLDER |
| HBK Sorce Advisory LLC$5.0B AUM | 0.00% | $249,136 | 3.3K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $388,875 | 5.1K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $1M | 18.6K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $512,337 | 6.7K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $234,393 | 3.1K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $743,503 | 9.8K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $117,782 | 1.5K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $519,024 | 6.8K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $765,855 | 10.0K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $1M | 13.2K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $1M | 14.9K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $423,424 | 5.6K | Q1 2026OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $18,992 | 249 | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $559,145 | 7.3K | Q4 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $11,971 | 157 | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $76 | 1 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $5,000 | 70 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $3,289 | 43 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.