13FBOX
VANGUARD MALVERN FDS · 13F Institutional Holdings
Options Calculator Rankings
V

VANGUARD MALVERN FDS

VGMS
Institutions
42
Combined AUM (Q2 2026)
$62.5M
Combined Shares (Q2 2026)
1.2M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+410,820
37 · 19 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-103,710
8 · 4 Exit · ≈
⚖️ Net
+307,110
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$62.5M
Institutions
42
New Buys
19
Adds
18
Reduces
4
Exits
4
Unchanged
1
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
DAHRING {-} CUSMANO LLC
6.06%6.01%#1$11.5M223,917$9.8M191,644+32,273+16.84%Add
Holos Integrated Wealth LLC
4.65%4.01%#2$10.0M194,919$7.9M155,443+39,476+25.40%Add
Buska Wealth Management, LLC
1.84%1.21%#3$5.1M99,575$3.0M59,255+40,320+68.04%Add
Rialto Wealth Management, LLC
0.87%0.78%#6$4.4M85,775$3.5M68,511+17,264+25.20%Add
New Capital Management LP
1%1.06%#5$4.4M85,575$4.3M84,586+989+1.17%Add
Net Worth Advisory Group
1.08%#4$4.3M83,668$00+83,668New Buy
GSG Advisors LLC
0.7%0.53%#8$3.2M61,946$2.0M39,756+22,190+55.82%Add
JANE STREET GROUP, LLC
<0.01%<0.01%#35$2.1M41,878$1.4M26,997+14,881+55.12%Add
ROYAL BANK OF CANADA
<0.01%<0.01%#34$1.9M36,387$481,0009,428+26,959+285.95%Add
Modern Wealth Management, LLC
0.02%0.01%#22$1.3M25,449$756,59014,870+10,579+71.14%Add
D.B. Root & Company, LLC
0.24%0.81%#10$1.1M21,949$3.4M66,751-44,802-67.12%Reduce
KESTRA PRIVATE WEALTH SERVICES, LLC
0.01%0.01%#23$1.1M21,010$771,26115,122+5,888+38.94%Add
D'Orazio & Associates, Inc.
0.12%0.1%#13$1.0M19,803$781,63815,325+4,478+29.22%Add
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP
0.75%0.01%#7$969,71718,968$964,75118,933+35+0.18%Add
CRA Financial Services, LLC
0.1%0.11%#14$896,70417,483$871,43317,086+397+2.32%Add
SAGE RHINO CAPITAL LLC
0.14%0.2%#11$867,14216,907$1.1M21,366-4,459-20.87%Reduce
Beacon Pointe Advisors, LLC
<0.01%<0.01%#27$854,49216,660$357,5397,010+9,650+137.66%Add
CITADEL ADVISORS LLC
<0.01%<0.01%#37$818,07615,950$1.6M31,185-15,235-48.85%Reduce
SteelPeak Wealth, LLC
0.02%#21$719,08614,020$00+14,020New Buy
UBS Group AG
<0.01%#38$681,33613,284$00+13,284New Buy
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#33$611,33011,919$496,5409,735+2,184+22.43%Add
OPPENHEIMER & CO INC
0.01%#26$534,95510,430$00+10,430New Buy
Ancora Advisors LLC
0.01%0.01%#24$422,1898,231$143,6282,816+5,415+192.29%Add
Strategic Family Wealth Counselors, L.L.C.
0.09%#16$402,7817,853$00+7,853New Buy
SageOak Financial, LLC
0.26%#9$398,0107,760$00+7,760New Buy
Cambridge Investment Research Advisors, Inc.
<0.01%#32$381,1367,431$00+7,431New Buy
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV
0.09%#15$371,2377,238$00+7,238New Buy
Compound Planning, Inc.
0.01%#25$303,5865,919$00+5,919New Buy
Ballast Rock Private Wealth LLC
0.14%0.16%#12$299,9785,849$294,3715,772+77+1.33%Add
Independence Asset Advisors, LLC
0.08%0.12%#17$289,9075,661$337,6436,629-968-14.60%Reduce
New England Private Wealth Advisors LLC
0.03%0.03%#19$263,6125,193$260,2515,103+90+1.76%Add
Insight Wealth Strategies, LLC
0.02%#20$246,6414,831$00+4,831New Buy
GOLDMAN SACHS GROUP INC
<0.01%#40$203,0573,959$00+3,959New Buy
Farther Finance Advisors, LLC
<0.01%#31$154,8963,020$00+3,020New Buy
Global Retirement Partners, LLC
<0.01%#29$150,8952,942$00+2,942New Buy
Principia Wealth Advisory, LLC
0.07%#18$128,4552,520$00+2,520New Buy
OSAIC HOLDINGS, INC.
<0.01%#36$87,9101,714$00+1,714New Buy
Physician Wealth Advisors, Inc.
<0.01%<0.01%#28$22,969448$22,84144800.00%Unchanged
MORGAN STANLEY
<0.01%#42$20,516400$00+400New Buy
AE Wealth Management LLC
<0.01%#39$17,490341$00+341New Buy
FIDUCIARY FINANCIAL ADVISORS
<0.01%#30$11,899232$00+232New Buy
FIFTH THIRD BANCORP
<0.01%#41$5,796113$00+113New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow