Who owns VANGUARD MALVERN FDS?
- Ticker: VGMS
- CUSIP Number: 922020722
Tip: Access positions for across all investors
Analyze quarterly positions in Vanguard Malvern Fds with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
Top investors of Vanguard Malvern Fds stock
Who bought or sold VANGUARD MALVERN FDS this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Dahring | Cusmano | 224k | $12M | 17% | Jun 2026 |
|
| Holos Integrated Wealth | 217k | $11M | 11% | Sep 2026 |
|
| Buska Wealth Management | 90k | $4.4M | -10% | Sep 2026 |
|
| Net Worth Advisory Group | 87k | $4.3M | 4% | Sep 2026 |
|
| Rialto Wealth Management | 86k | $4.4M | 25% | Jun 2026 |
|
| New Capital Management | 86k | $4.4M | 1% | Jun 2026 |
|
| GSG Advisors | 62k | $3.2M | 56% | Jun 2026 |
|
| Oppenheimer & Co | 45k | $2.2M | 333% | Sep 2026 |
|
| Jane Street | 42k | $2.1M | 55% | Jun 2026 |
|
| Royal Bank of Canada | 36k | $1.9M | 286% | Jun 2026 |
|
| Modern Wealth Management | 25k | $1.3M | 71% | Jun 2026 |
|
| D.B. Root & Company | 22k | $1.1M | -67% | Jun 2026 |
|
| Kestra Private Wealth Services | 21k | $1.1M | 39% | Jun 2026 |
|
| Steel Peak Wealth Management | 21k | $1.0M | 48% | Sep 2026 |
|
| D'Orazio & Associates | 20k | $1.0M | 29% | Jun 2026 |
|
| Afg Fiduciary Services Limited Partnership | 19k | $957k | 2% | Sep 2026 |
|
| CRA Financial Services | 18k | $891k | 3% | Sep 2026 |
|
| Sage Rhino Capital | 17k | $839k | 0% | Sep 2026 |
|
| Beacon Pointe Advisors | 17k | $855k | 138% | Jun 2026 |
|
| Citadel Advisors | 16k | $818k | -49% | Jun 2026 |
|
| UBS Group | 13k | $681k | 100% | Jun 2026 |
|
| Commonwealth Equity Services | 12k | $611k | 22% | Jun 2026 |
|
| Surience Private Wealth | 11k | $553k | 100% | Sep 2026 |
|
| Ancora Advisors | 8.2k | $422k | 192% | Jun 2026 |
|
| Strategic Family Wealth Counselors | 7.9k | $403k | 100% | Jun 2026 |
|
| Cambridge Investment Research Advisors | 7.4k | $381k | 100% | Jun 2026 |
|
| Pennsylvania Capital Management | 7.2k | $371k | 100% | Jun 2026 |
|
| Atomi Financial Group | 5.9k | $304k | 100% | Jun 2026 |
|
| Ballast Rock Private Wealth | 5.8k | $289k | 0% | Sep 2026 |
|
| New England Private Wealth Advisors | 5.7k | $284k | 10% | Sep 2026 |
|
| Independence Asset Advisors | 4.9k | $245k | -13% | Sep 2026 |
|
| Ellis Investment Partners | 4.6k | $228k | 100% | Sep 2026 |
|
| Goldman Sachs Group | 4.0k | $203k | 100% | Jun 2026 |
|
| Global Retirement Partners | 2.9k | $151k | 100% | Jun 2026 |
|
| Advisor Group Holdings | 1.7k | $88k | 100% | Jun 2026 |
|
| AE Wealth Management | 341.00 | $18k | 100% | Jun 2026 |
|
| Action Point Financial Planning | 232.00 | $12k | 100% | Jun 2026 |
|
| UMA Financial Services | 210.00 | $10k | -53% | Sep 2026 |
|
| Principia Wealth Advisory | 120.00 | $6.2k | -95% | Jun 2026 |
|
| Fifth Third Bancorp | 113.00 | $5.8k | 100% | Jun 2026 |
|
Who sold out of Vanguard Malvern Fds?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Arete Wealth Advisors | Mar 2026 | 27k | $1.4M |
| SageOak Financial | Jun 2026 | 7.8k | $398k |
| Swisher Financial Concepts | Mar 2026 | 4.8k | $247k |
| Insight Wealth Strategies | Jun 2026 | 4.8k | $247k |
| Susquehanna International | Mar 2026 | 4.2k | $215k |
| Farther Finance Advisors | Jun 2026 | 3.0k | $155k |