13F Insight
DOSSIER · 13F Holders · Q2 2026
VGMS

VANGUARD MALVERN FDS

44 institutions still hold VANGUARD MALVERN FDS as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 922020722·44 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$56M
visible holders
Holders
44
filers reporting
Concentration
20.57%
DAHRING | CUSMANO LLC #1
top holder share
AI Holders Summary · Q2 2026

44 institutions reported VGMS in Q2 2026. DAHRING | CUSMANO LLC leads at 20.6% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
DAHRING | CUSMANO LLC
CIK 0002053669
$11M224K6.06%Q2 202602
Holos Integrated Wealth LLC
CIK 0002080096
$10M195K4.65%Q2 202603
Buska Wealth Management, LLC
CIK 0001910503
$5M100K1.84%Q2 202604
Rialto Wealth Management, LLC
CIK 0002054966
$4M86K0.87%Q2 202605
New Capital Management LP
CIK 0001696731
$4M86K1.00%Q2 202606
Net Worth Advisory Group
CIK 0001791998
$4M84K1.08%Q2 202607
GSG Advisors LLC
CIK 0001995773
$3M62K0.70%Q2 202608
ROYAL BANK OF CANADA
CIK 0001000275
$2M36K0.00%Q2 202609
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$1M27K0.00%Q1 202610
D.B. Root & Company, LLC
CIK 0001731717
$1M22K0.24%Q2 202611
KESTRA PRIVATE WEALTH SERVICES, LLC
CIK 0001649451
$1M21K0.01%Q2 202612
D'Orazio & Associates, Inc.
CIK 0001646821
$1M20K0.12%Q2 202613
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP
CIK 0001907820
$970K19K0.75%Q2 202614
CRA Financial Services, LLC
CIK 0001765594
$897K17K0.10%Q2 202615
SAGE RHINO CAPITAL LLC
CIK 0001771605
$867K17K0.14%Q2 202616
Beacon Pointe Advisors, LLC
CIK 0001744317
$854K17K0.00%Q2 202617
CITADEL ADVISORS LLC
CIK 0001423053
$818K16K0.00%Q2 202618
Modern Wealth Management, LLC
CIK 0002001900
$757K15K0.01%Q1 202619
SteelPeak Wealth, LLC
CIK 0001801868
$719K14K0.02%Q2 202620
UBS Group AG
CIK 0001610520
$681K13K0.00%Q2 2026
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