Institutional Ownership
Vanguard Malvern Fds
CUSIP 922020722MULTI SECTORVGMSQ1 2026
Institutional Holders
28
13F filers
Shares Held
912.4K
Aggregate institutional
Institutional Value
$46.54M
Q1 2026
Net New Holders
+5
5 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions5
Increased15
Decreased5
Sold out0
Institutional Holders
28 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Dahring | Cusmano LLC | 191.6K | $9.77M | +171.0K | Added |
| 2 | Holos Integrated Wealth LLC | 155.4K | $7.93M | +22.1K | Added |
| 3 | New Capital Management LP | 84.6K | $4.31M | −16.4K | Reduced |
| 4 | Rialto Wealth Management, LLC | 68.5K | $3.49M | +16.6K | Added |
| 5 | D.B. Root & Company, LLC | 66.8K | $3.40M | +9.5K | Added |
| 6 | Buska Wealth Management, LLC | 59.3K | $3.02M | +28.1K | Added |
| 7 | Gsg Advisors LLC | 39.8K | $2.03M | +32.8K | Added |
| 8 | Citadel Advisors LLC | 31.2K | $1.59M | +23.0K | Added |
| 9 | Arete Wealth Advisors, LLC | 27.2K | $1.39M | +5.9K | Added |
| 10 | Jane Street Group, LLC | 27.0K | $1.38M | −37.7K | Reduced |
18 more institutional holders on Premium
See every fund holding Vanguard Malvern Fds, with full quarter-over-quarter share changes.
Unlock all holders