DOSSIER · 13F Holders · Q2 2026
VTG

VANGUARD MALVERN FDS

22 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 922020680·22 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$26M
visible holders
Holders
22
filers reporting
Concentration
38.73%
Global Endowment Management, LP #1
top holder share
AI Holders Summary · Q2 2026

22 institutions reported VTG in Q2 2026. Global Endowment Management, LP leads at 38.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Global Endowment Management, LP
CIK 0001512237
$10M133K1.02%Q2 2026
02
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$4M55K0.00%Q1 2026
03
Angeles Investment Advisors, LLC
CIK 0001535695
$3M46K0.20%Q3 2026
04
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$2M32K0.00%Q2 2026
05
GUIDANCE CAPITAL, INC
CIK 0001958743
$2M25K0.40%Q2 2026
06
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$956K13K0.00%Q2 2026
07
Nicholas Wealth, LLC.
CIK 0001911391
$670K9K0.37%Q2 2026
08
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$581K8K0.00%Q2 2026
09
Impact Capital Partners LLC
CIK 0002054916
$390K5K0.11%Q3 2026
10
TRUIST FINANCIAL CORP
CIK 0000092230
$274K4K0.00%Q2 2026
11
LPL Financial LLC
CIK 0001403438
$270K4K0.00%Q2 2026
12
Sanctuary Advisors, LLC
CIK 0001777271
$236K3K0.00%Q2 2026
13
Net Worth Advisory Group
CIK 0001791998
$220K3K0.06%Q3 2026
14
IFP Advisors, Inc
CIK 0001641866
$184K3K0.00%Q3 2026
15
Farther Finance Advisors, LLC
CIK 0001992825
$168K2K0.00%Q3 2026
16
HAZLETT, BURT & WATSON, INC.
CIK 0000046392
$69K9150.02%Q1 2026
17
ACTION POINT FINANCIAL PLANNING, LLC
CIK 0002116119
$25K3300.00%Q2 2026
18
CVA Family Office, LLC
CIK 0001802084
$25K3280.00%Q2 2026
19
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$24K3170.00%Q2 2026
20
LOGAN CAPITAL MANAGEMENT INC
CIK 0001121330
$13K1760.00%Q2 2026
Page 1 of 2
2 more holders available. Log in →
Insiders at VANGUARD MALVERN FDS
Halkett Douglas →Declaire Christopher G →Brantley Edward G →Smith Douglas G →Bragg Paul A →