Who owns VANGUARD MALVERN FDS?
- Ticker: VSDB
- CUSIP Number: 922020730
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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 |
|---|---|---|---|---|---|
| Orgel Wealth Management | 3.5M | $266M | 100% | Mar 2026 |
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| Garrett Investment Advisors | 71k | $5.4M | 100% | Mar 2026 |
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| Keystone Financial Group | 48k | $3.7M | 43% | Mar 2026 |
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| Pinnacle Financial Group, LLC / IL | 32k | $2.4M | 3% | Dec 2025 |
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| TD Waterhouse Canada | 30k | $2.3M | 100% | Dec 2025 |
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| Robertson Stephens Wealth Management | 19k | $1.5M | 2% | Dec 2025 |
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| Sanctuary Advisors | 19k | $1.4M | 197% | Dec 2025 |
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| Mills Wealth Advisors | 18k | $1.4M | 63% | Dec 2025 |
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| North Star Investment Management | 16k | $1.2M | 168% | Dec 2025 |
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| American Investment Services | 14k | $1.1M | 100% | Dec 2025 |
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| Commonwealth Equity Services | 13k | $1.0M | 100% | Dec 2025 |
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| Prospera Financial Services | 11k | $836k | 0% | Mar 2026 |
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| AQR Capital Management | 10k | $768k | 100% | Dec 2025 |
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| Werba Rubin Papier Wealth Management | 9.0k | $692k | 127% | Dec 2025 |
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| Goldman Sachs Group | 7.3k | $559k | 100% | Dec 2025 |
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| Kestra Advisory Services | 6.7k | $511k | -3% | Dec 2025 |
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| Buckingham Strategic Partners | 5.1k | $390k | 100% | Dec 2025 |
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| Cambridge Investment Research Advisors | 3.6k | $273k | 100% | Dec 2025 |
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| Hazlett, Burt & Watson | 3.5k | $269k | 356% | Dec 2025 |
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| Aegis Wealth Management | 3.3k | $251k | 100% | Dec 2025 |
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| HBK Sorce Advisory | 3.3k | $250k | 100% | Dec 2025 |
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| LPL Financial | 3.1k | $238k | 100% | Dec 2025 |
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| Concord Wealth Partners | 3.0k | $231k | 2% | Dec 2025 |
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| Gutierrez Wealth Advisory | 2.9k | $223k | 100% | Dec 2025 |
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| Cornerstone National Bank & Trust | 2.2k | $164k | 100% | Mar 2026 |
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| Farther Finance Advisors | 1.5k | $118k | 100% | Mar 2026 |
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| Beaird Harris Wealth Management | 668.00 | $51k | 100% | Dec 2025 |
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| CWM | 157.00 | $12k | -89% | Dec 2025 |
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| UBS Group | 43.00 | $3.3k | -65% | Dec 2025 |
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| EverSource Wealth Advisors | 1.00 | $76.000000 | 0% | Dec 2025 |
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Who sold out of Vanguard Malvern Fds?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Vestor Capital Corp | Sep 2025 | 178k | $14M |
| Wealth Enhancement Advisory Services | Dec 2025 | 12k | $884k |
| Citadel Advisors | Sep 2025 | 11k | $816k |
| Westfuller Advisors | Sep 2025 | 732.00 | $56k |