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

VANGUARD MALVERN FDS

VTP
Institutions
20
Combined AUM (Q2 2026)
$20.3M
Combined Shares (Q2 2026)
265,179
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+156,748
16 · 9 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-160
1 · 0 Exit · ≈
⚖️ Net
+156,588
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$20.3M
Institutions
20
New Buys
9
Adds
7
Reduces
1
Exits
0
Unchanged
3
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#17$7.1M92,100$2.4M31,603+60,497+191.43%Add
Seed Wealth Management, Inc.
1.35%#1$2.1M27,895$00+27,895New Buy
Tower Research Capital LLC (TRC)
0.04%#9$1.8M23,508$00+23,508New Buy
Gotham Asset Management, LLC
<0.01%<0.01%#14$1.5M19,125$1.3M17,479+1,646+9.42%Add
CITADEL ADVISORS LLC
<0.01%<0.01%#20$1.4M18,394$863,12911,348+7,046+62.09%Add
Pekin Hardy Strauss, Inc.
0.11%0.12%#5$1.2M15,550$1.2M15,250+300+1.97%Add
Wealthspire Advisors, LLC
<0.01%#13$810,92310,579$00+10,579New Buy
BANK OF MONTREAL /CAN/
<0.01%<0.01%#19$672,3328,771$635,4818,355+416+4.98%Add
Sepio Capital, LP
0.03%0.03%#10$578,7407,550$487,3666,408+1,142+17.82%Add
D.B. Root & Company, LLC
0.11%0.13%#4$536,4256,998$532,2686,99800.00%Unchanged
JIM SAULNIER & ASSOCIATES, LLC
0.17%#2$434,7945,672$00+5,672New Buy
Arax Advisory Partners
<0.01%#15$398,6465,201$00+5,201New Buy
Gibraltar Capital Management, Inc.
0.06%0.07%#7$373,2284,869$382,5065,029-160-3.18%Reduce
Kohmann Bosshard Financial Services, LLC
0.03%#11$304,2403,969$00+3,969New Buy
Wedmont Private Capital
0.01%0.01%#12$265,0823,512$264,7193,466+46+1.33%Add
Compass Wealth Management, LLC/GA
0.09%#6$235,7883,076$00+3,076New Buy
Gambit Capital Management, LLC
0.13%#3$228,4292,980$00+2,980New Buy
Investment Advisory Group, LLC
0.05%#8$212,7152,775$00+2,775New Buy
OSAIC HOLDINGS, INC.
<0.01%<0.01%#18$191,6352,500$190,1502,50000.00%Unchanged
NVWM, LLC
<0.01%<0.01%#16$11,881155$11,78915500.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow