VANGUARD MALVERN FDS
CUSIP 922020755
Vanguard Malvern Fds has 13 institutional holders in Filings Flow’s 13F database, together reporting 8.82M shares worth $654M as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Lpl Financial LLC, and Osaic Holdings, Inc..
Institutional Holders
13
Q1 2026
Reported Value
$29M
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 |
|---|---|---|---|---|
| Keystone Financial Group, Inc.$192M AUM | 11.01% | $21M | 272.9K | Q1 2026OLDER |
| Balance Wealth, LLC$322M AUM | 4.57% | $15M | 189.6K | Q1 2026OLDER |
| Lakewood Asset Management LLC$156M AUM | 4.37% | $7M | 88.1K | Q1 2026OLDER |
| NavPoint Financial, Inc.$247M AUM | 4.15% | $10M | 132.2K | Q1 2026OLDER |
| PANORAMIC INVESTMENT ADVISORS, LLC$185M AUM | 3.71% | $7M | 88.5K | Q1 2026OLDER |
| Red Mountain Financial, LLC$106M AUM | 3.40% | $4M | 46.5K | Q1 2026OLDER |
| Insight Wealth Strategies, LLC$896M AUM | 2.97% | $27M | 343.1K | Q1 2026OLDER |
| WNY Asset Management, LLC$967M AUM | 2.94% | $28M | 366.6K | Q1 2026OLDER |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/$629M AUM | 2.72% | $17M | 220.3K | Q1 2026OLDER |
| MorganRosel Wealth Management, LLC$254M AUM | 2.52% | $6M | 82.2K | Q1 2026OLDER |
| Integrity Wealth Solutions LLC$255M AUM | 2.49% | $6M | 81.7K | Q1 2026OLDER |
| Landmark Wealth Management, LLC$373M AUM | 2.41% | $9M | 116.0K | Q1 2026OLDER |
| PFG Private Wealth Management, LLC$236M AUM | 2.19% | $5M | 62.4K | Q3 2025OLDER |
| Cogent Private Wealth, Inc.$139M AUM | 1.58% | $2M | 28.3K | Q1 2026OLDER |
| OMNI 360 Wealth, Inc.$194M AUM | 1.52% | $3M | 37.9K | Q1 2026OLDER |
| Pasadena Private Wealth, LLC$723M AUM | 1.44% | $10M | 133.9K | Q1 2026OLDER |
| Diversified Portfolios, Inc.$1.2B AUM | 1.23% | $15M | 193.4K | Q1 2026OLDER |
| Kaizen Financial Strategies$236M AUM | 1.17% | $3M | 35.7K | Q1 2026OLDER |
| DAHRING | CUSMANO LLC$163M AUM | 1.13% | $2M | 23.8K | Q1 2026OLDER |
| FAGAN ASSOCIATES, INC.$719M AUM | 1.01% | $7M | 93.6K | Q1 2026OLDER |
| HOWARD FINANCIAL SERVICES, LTD.$1.0B AUM | 0.97% | $10M | 125.3K | Q2 2026 |
| Harbor Group, Inc.$692M AUM | 0.94% | $7M | 84.3K | Q1 2026OLDER |
| Roehl & Yi Investment Advisors, LLC$230M AUM | 0.94% | $2M | 27.5K | Q1 2026OLDER |
| Investment Advisory Group, LLC$393M AUM | 0.93% | $4M | 47.2K | Q1 2026OLDER |
| IAMS WEALTH MANAGEMENT, LLC$287M AUM | 0.92% | $3M | 34.0K | Q1 2026OLDER |
| RIA Advisory Group LLC$421M AUM | 0.87% | $4M | 46.6K | Q4 2025OLDER |
| Stonebridge Financial Planning Group, LLC$272M AUM | 0.75% | $2M | 26.4K | Q1 2026OLDER |
| Stonehearth Capital Management, LLC$293M AUM | 0.75% | $2M | 28.3K | Q2 2026 |
| Grant Street Asset Management, Inc.$519M AUM | 0.70% | $4M | 46.6K | Q1 2026OLDER |
| CFO4Life Group, LLC$656M AUM | 0.65% | $4M | 55.1K | Q1 2026OLDER |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC$648M AUM | 0.62% | $4M | 51.6K | Q1 2026OLDER |
| BROOKS, MOORE & ASSOCIATES, INC.$199M AUM | 0.59% | $1M | 15.1K | Q1 2026OLDER |
| Strategic Family Wealth Counselors, L.L.C.$381M AUM | 0.57% | $2M | 27.7K | Q1 2026OLDER |
| VICUS CAPITAL$1.4B AUM | 0.55% | $8M | 97.2K | Q1 2026OLDER |
| SAGE RHINO CAPITAL LLC$535M AUM | 0.51% | $3M | 35.1K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.49% | $2M | 31.3K | Q1 2026OLDER |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.48% | $12M | 150.2K | Q1 2026OLDER |
| Beaird Harris Wealth Management, LLC$1.6B AUM | 0.44% | $7M | 90.1K | Q2 2026 |
| North Star Investment Management Corp.$1.7B AUM | 0.39% | $6M | 82.4K | Q1 2026OLDER |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.39% | $7M | 93.3K | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.36% | $5M | 62.6K | Q1 2026OLDER |
| Centurion Wealth Management LLC$418M AUM | 0.35% | $1M | 18.7K | Q2 2026 |
| OAK HILL WEALTH ADVISORS, LLC$534M AUM | 0.34% | $2M | 23.1K | Q3 2025OLDER |
| Colter Lewis Investment Partners LLC$106M AUM | 0.30% | $317,177 | 4.1K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.29% | $6M | 82.7K | Q1 2026OLDER |
| Principia Wealth Advisory, LLC$160M AUM | 0.27% | $435,952 | 5.6K | Q4 2025OLDER |
| BARNES PETTEY FINANCIAL ADVISORS, LLC$229M AUM | 0.27% | $608,995 | 7.8K | Q1 2026OLDER |
| Apexium Financial, LP$2.1B AUM | 0.26% | $5M | 67.0K | Q3 2025OLDER |
| Summit Financial, LLC$7.8B AUM | 0.25% | $19M | 249.1K | Q1 2026OLDER |
| Yukon Wealth Management, Inc.$168M AUM | 0.23% | $387,013 | 5.0K | Q1 2026OLDER |
| ROBERTS GLORE & CO INC /IL/$364M AUM | 0.21% | $772,408 | 10.0K | Q1 2026OLDER |
| XY Planning Network, Inc.$626M AUM | 0.21% | $1M | 16.9K | Q1 2026OLDER |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC$296M AUM | 0.20% | $583,158 | 7.5K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.20% | $7M | 88.8K | Q2 2026 |
| Advyzon Investment Management, LLC$1.1B AUM | 0.19% | $2M | 27.9K | Q1 2026OLDER |
| Burton Enright Welch$736M AUM | 0.19% | $1M | 18.3K | Q1 2026OLDER |
| GSG Advisors LLC$385M AUM | 0.19% | $740,259 | 9.5K | Q1 2026OLDER |
| Yeomans Consulting Group, Inc.$341M AUM | 0.19% | $638,668 | 8.2K | Q4 2025OLDER |
| ADVISORTRUST PARTNERS, LLC$240M AUM | 0.17% | $406,255 | 5.2K | Q1 2026OLDER |
| Financial Insights, Inc.$309M AUM | 0.16% | $492,845 | 6.4K | Q1 2026OLDER |
| Verum Partners LLC$527M AUM | 0.12% | $619,670 | 8.0K | Q1 2026OLDER |
| Accredited Wealth Management, LLC$134M AUM | 0.12% | $154,898 | 8.5K | Q3 2025OLDER |
| LifeGoal Investments, LLC$218M AUM | 0.11% | $249,712 | 3.2K | Q2 2026 |
| Capital Planning LLC$307M AUM | 0.11% | $343,564 | 4.4K | Q1 2026OLDER |
| Acorn Wealth Advisors, LLC$343M AUM | 0.11% | $371,185 | 4.8K | Q1 2026OLDER |
| STEPH & CO$351M AUM | 0.11% | $379,332 | 4.9K | Q1 2026OLDER |
| Lantern Wealth Advisors, LLC$195M AUM | 0.10% | $203,671 | 2.6K | Q1 2026OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.10% | $125,695 | 1.6K | Q1 2026OLDER |
| MAINSAIL ASSET MANAGEMENT, LLC$223M AUM | 0.10% | $217,249 | 2.8K | Q1 2026OLDER |
| Firestone Capital Management$480M AUM | 0.10% | $460,237 | 5.9K | Q1 2026OLDER |
| Eldridge Investment Advisors, Inc.$456M AUM | 0.09% | $428,629 | 5.5K | Q1 2026OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.08% | $1M | 18.9K | Q1 2026OLDER |
| Topsail Wealth Management, LLC$678M AUM | 0.07% | $495,638 | 6.4K | Q1 2026OLDER |
| Breakwater Capital Group$833M AUM | 0.07% | $550,323 | 7.1K | Q2 2026 |
| Bridgewealth Advisory Group, LLC$482M AUM | 0.06% | $300,967 | 3.9K | Q1 2026OLDER |
| Pinnacle Financial Group, LLC / IL$365M AUM | 0.06% | $221,359 | 2.9K | Q1 2026OLDER |
| Confluence Wealth Services, Inc.$2.6B AUM | 0.06% | $2M | 20.1K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.06% | $2M | 30.3K | Q1 2026OLDER |
| Embree Financial Group$849M AUM | 0.06% | $490,207 | 6.3K | Q1 2026OLDER |
| Keystone Wealth Services, LLC$468M AUM | 0.06% | $267,763 | 3.4K | Q4 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.05% | $3M | 33.6K | Q1 2026OLDER |
| Family Investment Center, Inc.$520M AUM | 0.05% | $257,823 | 3.3K | Q3 2025OLDER |
| StoneX Group Inc.$1.9B AUM | 0.05% | $912,601 | 11.8K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.04% | $29M | 367.6K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.04% | $4M | 57.0K | Q1 2026OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.04% | $364,680 | 4.7K | Q2 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.04% | $6M | 83.4K | Q1 2026OLDER |
| Canal Capital Management, LLC$739M AUM | 0.03% | $246,610 | 3.2K | Q4 2025OLDER |
| Joseph Group Capital Management$400M AUM | 0.03% | $139,272 | 1.8K | Q1 2026OLDER |
| LJI Wealth Management, LLC$626M AUM | 0.03% | $211,938 | 2.7K | Q1 2026OLDER |
| First American Bank$1.6B AUM | 0.03% | $524,580 | 6.8K | Q1 2026OLDER |
| Burk Holdings LLC$233M AUM | 0.03% | $76,708 | 989 | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.03% | $868,561 | 11.1K | Q4 2025OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.03% | $3M | 37.9K | Q1 2026OLDER |
| Keystone Financial Group$1.5B AUM | 0.03% | $373,447 | 4.8K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.02% | $2M | 28.6K | Q1 2026OLDER |
| Financial Synergies Wealth Advisors, Inc.$1.0B AUM | 0.02% | $219,741 | 2.8K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.02% | $4M | 49.2K | Q1 2026OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.02% | $573,271 | 7.3K | Q3 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.02% | $12M | 149.5K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.02% | $13M | 168.9K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.01% | $50M | 643.8K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.01% | $6M | 76.9K | Q1 2026OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.01% | $487,258 | 6.3K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.01% | $222,207 | 2.9K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.01% | $2M | 21.9K | Q1 2026OLDER |
| MCF Advisors LLC$2.3B AUM | 0.01% | $230,440 | 3.0K | Q1 2026OLDER |
| Krilogy Financial LLC$3.1B AUM | 0.01% | $311,540 | 4.0K | Q1 2026OLDER |
| PRIVATE MANAGEMENT GROUP INC$3.5B AUM | 0.01% | $348,452 | 4.5K | Q1 2026OLDER |
| Jessup Wealth Management, Inc$274M AUM | 0.01% | $30,125 | 386 | Q4 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $126M | 1.62M | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.01% | $10,707 | 138 | Q1 2026OLDER |
| Abound Wealth Management$440M AUM | 0.01% | $32,588 | 420 | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $418,852 | 5.4K | Q4 2025OLDER |
| First Pacific Financial$777M AUM | 0.01% | $51,696 | 662 | Q4 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.01% | $372,102 | 4.8K | Q2 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.01% | $767,975 | 9.9K | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.01% | $18,311 | 236 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.01% | $12M | 159.7K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.01% | $146,676 | 1.9K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $1M | 15.4K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.01% | $145,005 | 1.9K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.01% | $318,115 | 4.1K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $647,247 | 8.3K | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.00% | $8,612 | 111 | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $13M | 167.3K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $3M | 36.4K | Q1 2026OLDER |
| MB, LEVIS & ASSOCIATES, LLC$240M AUM | 0.00% | $8,571 | 110 | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $314,701 | 4.1K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $206,920 | 2.7K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $238,719 | 3.1K | Q4 2025OLDER |
| EASTERN BANK$6.5B AUM | 0.00% | $174,546 | 2.3K | Q2 2026 |
| Atria Investments, Inc$8.9B AUM | 0.00% | $233,620 | 3.0K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.00% | $220,585 | 2.8K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $2M | 25.3K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $333,633 | 4.3K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $97,452 | 1.3K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $361,306 | 4.7K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $7M | 90.6K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $48,494 | 625 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $6M | 74.7K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $50,479 | 642 | Q3 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $4M | 45.7K | Q4 2025OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $350,236 | 4.5K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $17,002 | 219 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $220,362 | 2.8K | Q4 2025OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $227,778 | 2.9K | Q4 2025OLDER |
| Creative Planning$147.4B AUM | 0.00% | $404,019 | 5.2K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $527,605 | 6.8K | Q1 2026OLDER |
| CBIZ Investment Advisory Services, LLC$2.7B AUM | 0.00% | $6,105 | 79 | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $58,115 | 752 | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $386,540 | 5.0K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $13,982 | 179 | Q4 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $2,968 | 38 | Q4 2025OLDER |
| CVA Family Office, LLC$950M AUM | 0.00% | $236 | 3 | Q3 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $13,888 | 179 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $5,156 | 66 | Q4 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $27,156 | 350 | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $2,793 | 36 | Q1 2026OLDER |
| Kozak & Associates, Inc.$576M AUM | 0.00% | $32 | 0 | Q2 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $74 | 1 | Q2 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $8,069 | 104 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $3,254 | 41 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $58 | 1 | Q2 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.