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

VANGUARD MALVERN FDS

55 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 922020730·55 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$693M
visible holders
Holders
55
filers reporting
Concentration
90.33%
Orgel Wealth Management, LLC #1
top holder share
AI Holders Summary · Q2 2026

55 institutions reported VSDB in Q2 2026. Orgel Wealth Management, LLC leads at 90.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Orgel Wealth Management, LLC
CIK 0001658535
$626M8.2M11.87%Q2 202602
Beaird Harris Wealth Management, LLC
CIK 0001908938
$16M204K0.98%Q2 202603
CGN Advisors LLC
CIK 0001841506
$7M95K0.53%Q2 202604
Werba Rubin Papier Wealth Management
CIK 0001971029
$7M93K0.86%Q2 202605
TD Capital Management LLC
CIK 0001483824
$6M82K0.51%Q2 202606
Keystone Financial Group, Inc.
CIK 0002053642
$5M60K2.42%Q2 202607
Integrated Wealth Concepts LLC
CIK 0001737109
$4M56K0.03%Q1 202608
Bell Bank
CIK 0001002672
$4M55K0.16%Q2 202609
Pinnacle Financial Group, LLC / IL
CIK 0001905962
$3M41K0.76%Q2 202610
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$2M27K0.00%Q2 202611
TD Waterhouse Canada Inc.
CIK 0001999606
$2M22K0.00%Q2 202612
Robertson Stephens Wealth Management, LLC
CIK 0001767307
$2M21K0.04%Q2 202613
Sanctuary Advisors, LLC
CIK 0001777271
$2M20K0.01%Q1 202614
Eldridge Investment Advisors, Inc.
CIK 0001727993
$1M16K0.25%Q2 202615
North Star Investment Management Corp.
CIK 0001342857
$1M16K0.07%Q2 202616
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$1M15K0.00%Q1 202617
Mills Wealth Advisors LLC
CIK 0002029294
$1M15K0.35%Q2 202618
Balboa Wealth Partners
CIK 0001929008
$1M14K0.15%Q2 202619
BARNES PETTEY FINANCIAL ADVISORS, LLC
CIK 0001908288
$992K13K0.31%Q2 202620
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$942K12K0.00%Q2 2026
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