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Institutional Ownership

Vanguard Malvern Fds

CUSIP 922020748CORE BD ETFVCRBQ1 2026

13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
Max % of class reported
Institutional Holders
273
13F filers (latest quarter)

Beneficial Owners — Schedule 13D / 13G

Schedule 13D (activist) & 13G (passive) 5%+ ownership filings

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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

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#FundSharesValue
1Hbk Sorce Advisory LLC11.05M$854.36M
2Signaturefd, LLC5.45M$421.45M
3Advance Capital Management, Inc.3.72M$287.98M
4Bank Of New York Mellon Corp3.45M$266.66M
5Bank Of America Corp /De/2.43M$187.69M
6Nepc LLC2.33M$180.43M
7Forvis Mazars Wealth Advisors, LLC2.05M$158.71M
8Martel Wealth Advisors LLC1.58M$122.32M
9Assetmark, Inc1.38M$107.16M
10Diversified Portfolios, Inc.1.19M$92.44M