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

VANGUARD MALVERN FDS

VTG
Institutions
19
Combined AUM (Q2 2026)
$21.6M
Combined Shares (Q2 2026)
287,384
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+177,062
15 · 8 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-56,259
3 · 2 Exit · ≈
⚖️ Net
+120,803
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$21.6M
Institutions
19
New Buys
8
Adds
7
Reduces
1
Exits
2
Unchanged
3
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Global Endowment Management, LP
1.02%#1$10.0M133,210$00+133,210New Buy
Angeles Investment Advisors, LLC
0.21%0.23%#4$3.4M45,614$3.4M45,205+409+0.90%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#14$2.4M31,683$1.1M15,084+16,599+110.04%Add
GUIDANCE CAPITAL, INC
0.4%0.4%#2$1.9M24,940$1.8M23,537+1,403+5.96%Add
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%#9$955,94012,698$00+12,698New Buy
Nicholas Wealth, LLC.
0.37%0.32%#3$669,6968,896$456,7246,030+2,866+47.53%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#15$581,4277,724$432,1725,706+2,018+35.37%Add
JANE STREET GROUP, LLC
<0.01%<0.01%#17$546,7597,263$4.2M55,259-47,996-86.86%Reduce
TRUIST FINANCIAL CORP
<0.01%#12$273,5683,634$00+3,634New Buy
LPL Financial LLC
<0.01%#16$269,9543,586$00+3,586New Buy
Sanctuary Advisors, LLC
<0.01%<0.01%#10$235,9753,135$237,4173,13500.00%Unchanged
IFP Advisors, Inc
<0.01%<0.01%#6$211,4622,809$212,4512,805+4+0.14%Add
HAZLETT, BURT & WATSON, INC.
0.02%0.02%#5$68,881915$69,00091500.00%Unchanged
FIDUCIARY FINANCIAL ADVISORS
<0.01%#7$24,842330$00+330New Buy
CVA Family Office, LLC
<0.01%<0.01%#8$24,692328$24,84332800.00%Unchanged
HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#13$23,852317$23,816314+3+0.96%Add
LOGAN CAPITAL MANAGEMENT INC
<0.01%#11$13,244176$00+176New Buy
OSAIC HOLDINGS, INC.
<0.01%#18$9,410125$00+125New Buy
WELLS FARGO & COMPANY/MN
<0.01%#19$571$00+1New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow