Institutional Ownership
Vanguard Malvern Fds
CUSIP 922020730SHORT DURATION BVSDBQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
44
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Orgel Wealth Management, LLC | 3.49M | $266.05M |
| 2 | Beaird Harris Wealth Management, LLC | 134.7K | $10.27M |
| 3 | Cgn Advisors LLC | 71.0K | $5.41M |
| 4 | Werba Rubin Papier Wealth Management | 66.7K | $5.09M |
| 5 | Integrated Wealth Concepts LLC | 56.0K | $4.27M |
| 6 | Keystone Financial Group, Inc. | 48.3K | $3.68M |
| 7 | Pinnacle Financial Group, LLC / Il | 38.7K | $2.95M |
| 8 | Td Waterhouse Canada Inc. | 27.4K | $2.08M |
| 9 | Robertson Stephens Wealth Management, LLC | 21.0K | $1.60M |
| 10 | Sanctuary Advisors, LLC | 20.2K | $1.54M |