13F Insight
DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
VSDB

VANGUARD MALVERN FDS

44 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 922020730·44 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 1.0%
vs prior quarter
13F value held
$314M
54.0% inst. owned
of float
Holders
44
-38 QoQ
filers reporting
Activity
+29 / −39
+820 added · −709 reduced
this quarter
Concentration
84.83%
Orgel Wealth Management, LLC #1
top holder share
AI Holders Summary · Q1 2026

44 institutions reported VSDB in Q1 2026. Orgel Wealth Management, LLC leads at 84.8% of the visible book. -38 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Orgel Wealth Management, LLC
CIK 0001658535
$266M3.5M5.73%Q1 202602
Beaird Harris Wealth Management, LLC
CIK 0001908938
$10M135K0.70%Q1 202603
CGN Advisors LLC
CIK 0001841506
$5M71K0.43%Q1 202604
Werba Rubin Papier Wealth Management
CIK 0001971029
$5M67K0.71%Q1 202605
Integrated Wealth Concepts LLC
CIK 0001737109
$4M56K0.03%Q1 202606
Keystone Financial Group, Inc.
CIK 0002053642
$4M48K1.91%Q1 202607
Pinnacle Financial Group, LLC / IL
CIK 0001905962
$3M39K0.81%Q1 202608
TD Waterhouse Canada Inc.
CIK 0001999606
$2M27K0.01%Q1 202609
Robertson Stephens Wealth Management, LLC
CIK 0001767307
$2M21K0.04%Q1 202610
Sanctuary Advisors, LLC
CIK 0001777271
$2M20K0.01%Q1 202611
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$1M19K0.00%Q1 202612
Mills Wealth Advisors LLC
CIK 0002029294
$1M17K0.46%Q1 202613
Englebert Financial Advisers, LLC
CIK 0002097035
$1M17K1.46%Q1 202614
North Star Investment Management Corp.
CIK 0001342857
$1M17K0.08%Q1 202615
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$1M15K0.00%Q1 202616
BARNES PETTEY FINANCIAL ADVISORS, LLC
CIK 0001908288
$991,09813K0.43%Q1 202617
Prospera Financial Services Inc
CIK 0001541625
$835,69811K0.01%Q1 202618
American Investment Services, Inc.
CIK 0001369913
$826,06511K0.18%Q1 202619
Eldridge Investment Advisors, Inc.
CIK 0001727993
$823,66411K0.18%Q1 202620
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
$765,85510K0.00%Q1 2026
Page 1 of 3
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