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

VANGUARD MALVERN FDS

37 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 922020722·37 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$53M
visible holders
Holders
37
filers reporting
Concentration
18.95%
Holos Integrated Wealth LLC #1
top holder share
AI Holders Summary · Q2 2026

37 institutions reported VGMS in Q2 2026. Holos Integrated Wealth LLC leads at 18.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Holos Integrated Wealth LLC
CIK 0002080096
$10M195K4.65%Q2 202602
DAHRING | CUSMANO LLC
CIK 0002053669
$10M192K6.01%Q1 202603
Buska Wealth Management, LLC
CIK 0001910503
$5M100K1.84%Q2 202604
New Capital Management LP
CIK 0001696731
$4M86K1.00%Q2 202605
Net Worth Advisory Group
CIK 0001791998
$4M84K1.08%Q2 202606
Rialto Wealth Management, LLC
CIK 0002054966
$3M69K0.78%Q1 202607
D.B. Root & Company, LLC
CIK 0001731717
$3M67K0.81%Q1 202608
GSG Advisors LLC
CIK 0001995773
$2M40K0.53%Q1 202609
Arete Wealth Advisors, LLC
CIK 0001600151
$1M27K0.10%Q1 202610
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$1M27K0.00%Q1 202611
SAGE RHINO CAPITAL LLC
CIK 0001771605
$1M21K0.20%Q1 202612
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP
CIK 0001907820
$970K19K0.75%Q2 202613
CRA Financial Services, LLC
CIK 0001765594
$871K17K0.11%Q1 202614
D'Orazio & Associates, Inc.
CIK 0001646821
$782K15K0.10%Q1 202615
KESTRA PRIVATE WEALTH SERVICES, LLC
CIK 0001649451
$771K15K0.01%Q1 202616
Modern Wealth Management, LLC
CIK 0002001900
$757K15K0.01%Q1 202617
SteelPeak Wealth, LLC
CIK 0001801868
$719K14K0.02%Q2 202618
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$497K10K0.00%Q1 202619
ROYAL BANK OF CANADA
CIK 0001000275
$481K9K0.00%Q1 202620
CITADEL ADVISORS LLC
CIK 0001423053
$423K8K0.00%Q4 2025
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