Who owns VANGUARD MALVERN FDS?

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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
LPL Financial 659k $51M 49% Dec 2025
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Insight Wealth Strategies 343k $27M 100% Mar 2026
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Summit Financial 238k $19M 6% Dec 2025
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Balance Wealth 189k $15M 3% Dec 2025
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Diversified Portfolios 184k $14M 7% Dec 2025
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Keystone Financial Group 182k $14M 12% Dec 2025
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First Commonwealth Financial Corporation 181k $14M 18% Dec 2025
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Commonwealth Equity Services 128k $10M 66% Dec 2025
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MorganRosel Wealth Management 125k $9.8M 3% Dec 2025
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Leavell Investment Management 125k $9.7M 44% Dec 2025
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Jones Financial Companies, L.L 98k $7.7M 73% Dec 2025
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Fagan Associates 95k $7.4M 1% Dec 2025
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Landmark Wealth Management 92k $7.2M 7% Dec 2025
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Thrivent Financial for Lutherans 91k $7.1M 100% Dec 2025
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NavPoint Financial 87k $6.8M 234% Dec 2025
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Howard Financial Services 86k $6.7M 132% Mar 2026
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Dynamic Advisors Solutions 86k $6.7M 5% Mar 2026
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Panoramic Investment Advisors 86k $6.7M 10% Dec 2025
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Harbor Group 84k $6.5M 57% Mar 2026
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United Capital Financial Advisers 77k $6.0M 100% Dec 2025
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Integrity Wealth Solutions 74k $5.8M 18% Dec 2025
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Lakewood Asset Management 71k $5.5M 115% Dec 2025
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Janney Capital Management 66k $5.2M -2% Dec 2025
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North Star Investment Management 62k $4.8M 97% Dec 2025
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Advisor Group Holdings 61k $4.7M 64% Dec 2025
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Farther Finance Advisors 57k $4.4M 491% Mar 2026
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Silver Oak Securities 55k $4.3M 19% Dec 2025
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Catalyst Investment Management 54k $4.2M 100% Dec 2025
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CFO4Life 53k $4.2M -4% Dec 2025
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Grant Street Asset Management 47k $3.7M 1% Dec 2025
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RIA Advisory Group 47k $3.6M 8% Dec 2025
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Cornerstone Advisors Asset Management 47k $3.6M 100% Dec 2025
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Jane Street 46k $3.6M 100% Dec 2025
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Flow Traders US 43k $3.4M 100% Dec 2025
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PFG Financial Advisors 42k $3.3M 31% Dec 2025
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Investment Advisory Group 40k $3.1M 29% Dec 2025
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OMNI 360 Wealth 38k $2.9M 34% Mar 2026
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Beacon Pointe Advisors 38k $2.9M 100% Dec 2025
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Mariner Wealth Advisors 34k $2.6M 17% Dec 2025
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IFP Advisors 34k $2.6M 874% Mar 2026
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Iams Wealth Management 31k $2.4M 100% Dec 2025
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U.S. Capital Wealth Advisors 30k $2.4M 100% Mar 2026
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Ausdal Financial Partners 30k $2.3M 0% Dec 2025
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Strategic Family Wealth Counselors 29k $2.2M 1% Dec 2025
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Cogent Private Wealth 28k $2.2M 0% Mar 2026
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HPM Partners 28k $2.2M 100% Dec 2025
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Triumph Capital Management 28k $2.2M -13% Dec 2025
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Stonebridge Financial Planning Group 23k $1.8M 79% Dec 2025
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Cambridge Investment Research Advisors 22k $1.7M 11% Dec 2025
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HighTower Advisors 22k $1.7M 91% Dec 2025
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D.A. Davidson & Co. 21k $1.7M 4% Dec 2025
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Red Mountain Financial 21k $1.7M 74% Dec 2025
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Centurion Wealth Management 19k $1.5M 0% Mar 2026
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Raymond James Financial 17k $1.3M -5% Dec 2025
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XY Planning Network 17k $1.3M 4% Mar 2026
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Private Advisor 13k $1.0M 241% Dec 2025
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Kaizen Financial Strategies 13k $1.0M 13% Dec 2025
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Spence Asset Management 11k $878k 6% Mar 2026
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Integrity Alliance 11k $869k 100% Dec 2025
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Intl Fcstone 11k $862k 10% Dec 2025
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Brooks, Moore & Associates 11k $839k 100% Dec 2025
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Burton Enright Welch 9.5k $742k 0% Dec 2025
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Roberts Glore & Co 9.4k $732k 199% Dec 2025
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Ashton Thomas Private Wealth 9.2k $722k 1% Dec 2025
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Yeomans Consulting Group 8.2k $639k 100% Dec 2025
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Verum Partners 8.1k $634k 0% Dec 2025
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Red Lighthouse Investment Management 7.5k $587k 73% Dec 2025
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GSG Advisors 7.5k $586k -12% Dec 2025
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AQR Capital Management 6.8k $531k 0% Dec 2025
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Breakwater Capital Group 6.8k $529k 1% Dec 2025
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Firestone Capital Management 6.3k $492k 1% Dec 2025
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Bryn Mawr Trust 6.3k $491k 0% Dec 2025
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R. W. Roge & Company 6.0k $467k 100% Dec 2025
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Principia Wealth Advisory 5.6k $436k 2% Dec 2025
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Financial Insights 5.2k $408k 100% Dec 2025
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Eldridge Investment Advisors 5.1k $397k 5% Dec 2025
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Stephenson National Bank & Trust 5.1k $396k 5% Dec 2025
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Yukon Wealth Management 5.0k $389k 0% Dec 2025
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Keystone Financial Group 4.9k $382k 2% Dec 2025
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Acorn Wealth Advisors 4.8k $371k 1% Dec 2025
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Aurora Private Wealth 4.6k $358k 100% Dec 2025
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Atria Investments 4.4k $342k -17% Dec 2025
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Steward Partners Investment Advisory 4.3k $335k 0% Dec 2025
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Confluence Wealth Services 4.2k $325k 100% Dec 2025
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Parallel Advisors 4.1k $323k 178% Dec 2025
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Apollon Wealth Management 4.1k $320k 58% Dec 2025
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Colter Lewis Investment Partners 4.1k $319k 100% Dec 2025
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Mather Group 4.1k $315k 28% Mar 2026
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Krilogy Financial 4.0k $314k 0% Dec 2025
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Private Management Group 3.7k $289k 16% Dec 2025
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Creative Planning 3.6k $284k 0% Dec 2025
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 3.6k $283k 6% Dec 2025
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Envestnet Asset Management 3.5k $275k 100% Dec 2025
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Keystone Wealth Services 3.4k $268k 100% Dec 2025
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Platt Wealth Management 3.4k $264k 100% Dec 2025
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LifeGoal Wealth Advisors 3.2k $246k -2% Mar 2026
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Canal Capital Management 3.2k $247k 100% Dec 2025
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Concurrent Investment Advisors 3.1k $239k 100% Dec 2025
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Branch Banking & Trust Company 2.9k $228k 100% Dec 2025
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Pinnacle Financial Group, LLC / IL 2.9k $223k -15% Dec 2025
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Atlantic Trust 2.8k $220k 114% Dec 2025
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Capital Planning 2.8k $220k 0% Dec 2025
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Mainsail Asset Management 2.8k $219k 0% Dec 2025
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Financial Synergies Wealth Advisors 2.7k $214k 2% Dec 2025
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MCF Advisors 2.6k $201k 100% Dec 2025
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Joseph Group Capital Management 1.1k $87k 48% Dec 2025
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Kestra Advisory Services 816.00 $64k 100% Dec 2025
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First Pacific Financial 662.00 $52k 2% Dec 2025
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Hazlett, Burt & Watson 632.00 $49k 100% Dec 2025
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Geneos Wealth Management 625.00 $49k 67% Dec 2025
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Abound Wealth Management 420.00 $33k 100% Mar 2026
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Jessup Wealth Management 386.00 $30k 100% Dec 2025
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Harbour Investments 212.00 $17k 0% Dec 2025
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Brian McDonald 179.00 $14k 1% Dec 2025
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Mb, Levis & Associates 110.00 $8.6k 0% Mar 2026
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CBIZ Investment Advisory Services 78.00 $6.1k 100% Dec 2025
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Hanson McClain Advisors 66.00 $5.2k 100% Dec 2025
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Global Retirement Partners 38.00 $3.0k 100% Dec 2025
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Wells Fargo & Company 38.00 $3.0k 100% Dec 2025
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O'shaughnessy Asset Management 36.00 $2.8k 100% Dec 2025
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SHP Wealth Management 26.00 $2.0k 100% Dec 2025
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CoreCap Advisors 0 $0 -100% Mar 2026
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Who sold out of Vanguard Malvern Fds?

Fund or Company Name Date Sold Shares Held Valued At
PFG Private Wealth Management Sep 2025 62k $4.9M
Wealth Enhancement Advisory Services Dec 2025 58k $4.6M
Citadel Advisors Sep 2025 24k $1.9M
Diversify Advisory Services Sep 2025 7.3k $573k
Prospera Financial Services Dec 2025 5.4k $419k
Family Investment Center Sep 2025 3.3k $258k
UBS Group Sep 2025 758.00 $60k
Principal Securities Sep 2025 642.00 $51k