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
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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 |
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| Holos Integrated Wealth | 195k | $10M | 25% | Jun 2026 |
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| Buska Wealth Management | 100k | $5.1M | 68% | Jun 2026 |
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| Rialto Wealth Management | 86k | $4.4M | 25% | Jun 2026 |
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| New Capital Management | 86k | $4.4M | 1% | Jun 2026 |
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| Net Worth Advisory Group | 84k | $4.3M | 100% | Jun 2026 |
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| GSG Advisors | 62k | $3.2M | 56% | Jun 2026 |
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| Jane Street | 42k | $2.1M | 55% | Jun 2026 |
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| Royal Bank of Canada | 36k | $1.9M | 286% | Jun 2026 |
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| Modern Wealth Management | 25k | $1.3M | 71% | Jun 2026 |
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| D.B. Root & Company | 22k | $1.1M | -67% | Jun 2026 |
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| Kestra Private Wealth Services | 21k | $1.1M | 39% | Jun 2026 |
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| D'Orazio & Associates | 20k | $1.0M | 29% | Jun 2026 |
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| Afg Fiduciary Services Limited Partnership | 19k | $970k | 0% | Jun 2026 |
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| CRA Financial Services | 18k | $897k | 2% | Jun 2026 |
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| Sage Rhino Capital | 17k | $867k | -21% | Jun 2026 |
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| Beacon Pointe Advisors | 17k | $855k | 138% | Jun 2026 |
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| Citadel Advisors | 16k | $818k | -49% | Jun 2026 |
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| Steel Peak Wealth Management | 14k | $719k | 100% | Jun 2026 |
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| UBS Group | 13k | $681k | 100% | Jun 2026 |
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| Commonwealth Equity Services | 12k | $611k | 22% | Jun 2026 |
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| Oppenheimer & Co | 10k | $535k | 100% | Jun 2026 |
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| Ancora Advisors | 8.2k | $422k | 192% | Jun 2026 |
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| Strategic Family Wealth Counselors | 7.9k | $403k | 100% | Jun 2026 |
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| SageOak Financial | 7.8k | $398k | 100% | Jun 2026 |
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| Cambridge Investment Research Advisors | 7.4k | $381k | 100% | Jun 2026 |
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| Pennsylvania Capital Management | 7.2k | $371k | 100% | Jun 2026 |
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| Atomi Financial Group | 5.9k | $304k | 100% | Jun 2026 |
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| Ballast Rock Private Wealth | 5.8k | $300k | 1% | Jun 2026 |
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| Independence Asset Advisors | 5.7k | $290k | -15% | Jun 2026 |
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| New England Private Wealth Advisors | 5.2k | $264k | 2% | Jun 2026 |
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| Insight Wealth Strategies | 4.8k | $247k | 100% | Jun 2026 |
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| Goldman Sachs Group | 4.0k | $203k | 100% | Jun 2026 |
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| Farther Finance Advisors | 3.0k | $155k | 100% | Jun 2026 |
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| Global Retirement Partners | 2.9k | $151k | 100% | Jun 2026 |
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| CWM | 2.0k | $100k | 0% | Mar 2026 |
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| Advisor Group Holdings | 1.7k | $88k | 100% | Jun 2026 |
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| UMA Financial Services | 448.00 | $23k | 0% | Jun 2026 |
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| Morgan Stanley | 400.00 | $20k | 0% | Mar 2026 |
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| AE Wealth Management | 341.00 | $18k | 100% | Jun 2026 |
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| Action Point Financial Planning | 232.00 | $12k | 100% | Jun 2026 |
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| Principia Wealth Advisory | 120.00 | $6.2k | -95% | Jun 2026 |
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| Fifth Third Bancorp | 113.00 | $5.8k | 100% | Jun 2026 |
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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 |
| Swisher Financial Concepts | Mar 2026 | 4.8k | $247k |
| Susquehanna International | Mar 2026 | 4.2k | $215k |