Institutional Ownership
Vanguard Malvern Fds
CUSIP 922020730SHORT DURATION BVSDBQ1 2026
Institutional Holders
44
13F filers
Shares Held
4.22M
Aggregate institutional
Institutional Value
$320.07M
Q1 2026
Net New Holders
+15
17 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions17
Increased14
Decreased4
Sold out2
Institutional Holders
44 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Orgel Wealth Management, LLC | 3.49M | $266.05M | +3.49M | New |
| 2 | Beaird Harris Wealth Management, LLC | 134.7K | $10.27M | +134.0K | Added |
| 3 | Cgn Advisors LLC | 71.0K | $5.41M | +71.0K | New |
| 4 | Werba Rubin Papier Wealth Management | 66.7K | $5.09M | +57.6K | Added |
| 5 | Integrated Wealth Concepts LLC | 56.0K | $4.27M | +56.0K | New |
| 6 | Keystone Financial Group, Inc. | 48.3K | $3.68M | +14.5K | Added |
| 7 | Pinnacle Financial Group, LLC / Il | 38.7K | $2.95M | +6.9K | Added |
| 8 | Td Waterhouse Canada Inc. | 27.4K | $2.08M | −2.4K | Reduced |
| 9 | Robertson Stephens Wealth Management, LLC | 21.0K | $1.60M | +2.1K | Added |
| 10 | Sanctuary Advisors, LLC | 20.2K | $1.54M | +1.4K | Added |
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