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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| Werba Rubin Papier Wealth Management | 67k | $5.1M | 637% | Mar 2026 |
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| Integrated Wealth Concepts | 56k | $4.3M | 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 | 39k | $2.9M | 22% | Mar 2026 |
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| TD Waterhouse Canada | 27k | $2.1M | -8% | Mar 2026 |
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| Robertson Stephens Wealth Management | 21k | $1.6M | 11% | Mar 2026 |
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| Sanctuary Advisors | 20k | $1.5M | 7% | Mar 2026 |
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| Commonwealth Equity Services | 19k | $1.4M | 41% | Mar 2026 |
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| Mills Wealth Advisors | 17k | $1.3M | -5% | Mar 2026 |
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| Englebert Financial Advisers | 17k | $1.3M | 100% | Mar 2026 |
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| North Star Investment Management | 17k | $1.3M | 5% | Mar 2026 |
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| Jane Street | 15k | $1.1M | 100% | Mar 2026 |
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| Citadel Advisors | 13k | $1.0M | 100% | Mar 2026 |
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| Barnes Pettey Financial Advisors | 13k | $991k | 100% | Mar 2026 |
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| Prospera Financial Services | 11k | $836k | 0% | Mar 2026 |
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| American Investment Services | 11k | $826k | -24% | Mar 2026 |
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| Eldridge Investment Advisors | 11k | $824k | 100% | Mar 2026 |
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| Hazlett, Burt & Watson | 11k | $807k | 201% | Mar 2026 |
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| AQR Capital Management | 10k | $766k | 0% | Mar 2026 |
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| Mariner Wealth Advisors | 6.8k | $519k | 100% | Mar 2026 |
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| Kestra Advisory Services | 6.7k | $512k | 1% | Mar 2026 |
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| LPL Financial | 5.6k | $423k | 79% | Mar 2026 |
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| Buckingham Strategic Partners | 5.1k | $389k | 0% | Mar 2026 |
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| Green Square Capital | 4.5k | $343k | 100% | Mar 2026 |
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| Flagship Harbor Advisors | 4.3k | $331k | 100% | Mar 2026 |
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| Talisman Wealth Advisors | 4.0k | $303k | 100% | Mar 2026 |
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| SJS Investment Consulting | 3.9k | $299k | 100% | Mar 2026 |
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| Gutierrez Wealth Advisory | 3.8k | $289k | 30% | Mar 2026 |
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| Cambridge Investment Research Advisors | 3.6k | $275k | 1% | Mar 2026 |
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| Aegis Wealth Management | 3.3k | $250k | 0% | Mar 2026 |
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| HBK Sorce Advisory | 3.3k | $249k | 0% | Mar 2026 |
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| Aptus Capital Advisors | 3.1k | $234k | 100% | Mar 2026 |
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| Concord Wealth Partners | 3.0k | $231k | 0% | Mar 2026 |
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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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| Vanguard Advisers | 249.00 | $19k | 100% | Mar 2026 |
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| CWM | 157.00 | $12k | -89% | Dec 2025 |
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| Royal Bank of Canada | 70.00 | $5.0k | 0% | Mar 2026 |
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| EverSource Wealth Advisors | 1.00 | $76.000000 | 0% | Mar 2026 |
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Who sold out of Vanguard Malvern Fds?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 12k | $884k |
| Goldman Sachs Group | Dec 2025 | 7.3k | $559k |
| UBS Group | Dec 2025 | 43.00 | $3.3k |