DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
VGVT

VANGUARD MALVERN FDS

8 institutions still hold VANGUARD MALVERN FDS as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 922020714·8 13F holders·last filed Mar 31, 2026
Market cap
4.0%
vs prior quarter
13F value held
$19M
58.0% inst. owned
of float
Holders
8
-93 QoQ
filers reporting
Activity
+73 / −99
+872 added · −838 reduced
this quarter
Concentration
80.71%
CPA Asset Management Group, LLC #1
top holder share
AI Holders Summary · Q1 2026

8 institutions reported VGVT in Q1 2026. CPA Asset Management Group, LLC leads at 80.7% of the visible book. -93 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
CPA Asset Management Group, LLC
CIK 0001963967
$16M206K5.22%Q1 2026
02
Arete Wealth Advisors, LLC
CIK 0001600151
$2M21K0.12%Q1 2026
03
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$821,86211K0.00%Q1 2026
04
Angeles Investment Advisors, LLC
CIK 0001535695
$558,0897K0.04%Q1 2026
05
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$516,7657K0.00%Q1 2026
06
Mills Wealth Advisors LLC
CIK 0002029294
$208,8703K0.07%Q1 2026
07
CoreCap Advisors, LLC
CIK 0001902501
$761100.00%Q1 2026
08
VANGUARD ADVISERS INC
CIK 0000947529
$1300.00%Q1 2026