VSDB institutional holders

VANGUARD MALVERN FDS · 13F, 2026Q2

Managers holding55
Shares held9,328,599
Reported value$712,144
Quarter flows15 new, 22 added, 10 trimmed, 4 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Orgel Wealth Management, LLC8,199,393$625,9420.0%
Beaird Harris Wealth Management, LLC203,992$15,5730.0%
CGN Advisors LLC94,661$7,2260.0%
Werba Rubin Papier Wealth Management92,933$7,0950.0%
TD Capital Management LLC81,727$6,2390.0%
Integrated Wealth Concepts LLC68,369$5,2200.0%
Keystone Financial Group, Inc.60,314$4,6040.0%
Entruity Wealth, LLC60,268$4,6010.0%
Bell Bank55,494$4,2360.0%
Pinnacle Financial Group, LLC / IL40,697$3,1070.0%
COMMONWEALTH EQUITY SERVICES, LLC26,562$2,0280.0%
TD Waterhouse Canada Inc.21,881$1,6700.0%
Robertson Stephens Wealth Management, LLC21,227$1,6200.0%
Sanctuary Advisors, LLC21,156$1,6150.0%
Eldridge Investment Advisors, Inc.16,440$1,2550.0%
North Star Investment Management Corp.16,249$1,2400.0%
Mills Wealth Advisors LLC14,509$1,1080.0%
Balboa Wealth Partners14,337$1,0940.0%
HAZLETT, BURT & WATSON, INC.13,783$1,0570.0%
BARNES PETTEY FINANCIAL ADVISORS, LLC12,998$9920.0%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC12,399$9420.0%
American Investment Services, Inc.11,913$9090.0%
Englebert Financial Advisers, LLC11,902$9090.0%
CITADEL ADVISORS LLC11,889$9080.0%
STEEL GROVE CAPITAL ADVISORS, LLC11,500$8780.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("VSDB"). VSDB price history · All 13F data

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