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Disclosery

VGMS VANGUARD MALVERN FDS

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ETF (fund)

43 managers (43 13F filers) reported a position in VGMS shares at 2026-06-30, 1,216,727 shares in all. 16 filers opened a position and 3 filers sold out during the quarter.

Managers
43
13F filers
43
New
16
Added
18
Reduced
5
Sold out
3
Shares held by filers
1,216,727

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
DAHRING | CUSMANO LLC223,917$11.5M6.06%+32,27313F-HRTimeline
Holos Integrated Wealth LLC194,919$9.96M4.65%+39,47613F-HRTimeline
Buska Wealth Management, LLC99,575$5.11M1.84%+40,32013F-HRTimeline
Rialto Wealth Management, LLC85,775$4.4M0.87%+17,26413F-HRTimeline
New Capital Management LP85,575$4.39M1%+98913F-HRTimeline
Net Worth Advisory Group83,668$4.29M1.08%new13F-HRTimeline
GSG Advisors LLC61,946$3.18M0.7%+22,19013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC41,878$2.15M<0.01%+14,88113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA36,387$1.87M<0.01%+26,95913F-HRTimelineGroup
Modern Wealth Management, LLC25,449$1.31M0.02%+10,57913F-HRTimeline
D.B. Root & Company, LLC21,949$1.13M0.24%-44,80213F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC21,010$1.08M0.01%+5,88813F-HRTimelineGroup
D'Orazio & Associates, Inc.19,803$1.02M0.12%+4,47813F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…18,968$970K0.76%+3513F-HRTimeline
CRA Financial Services, LLC17,483$897K0.1%+39713F-HRTimeline
SAGE RHINO CAPITAL LLC16,907$867K0.14%-4,45913F-HRTimeline
Beacon Pointe Advisors, LLC16,660$854K<0.01%+9,65013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC15,950$818K<0.01%-15,23513F-HRTimelineGroup
SteelPeak Wealth, LLC14,020$719K0.02%new13F-HRTimeline
UBS Group AGin group UBS Group AG13,284$681K<0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC11,919$611K<0.01%+2,18413F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …10,430$535K0.01%new13F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC8,231$422K0.01%+5,41513F-HRTimelineGroup
Strategic Family Wealth Counselors, L.L…7,853$403K0.09%new13F-HRTimeline
SageOak Financial, LLC7,760$398K0.26%new13F-HRTimeline
Cambridge Investment Research Advisors,…7,431$381K<0.01%new13F-HR/ATimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV7,238$371K0.09%new13F-HRTimeline
Compound Planning, Inc.5,919$304K0.01%new13F-HRTimeline
Ballast Rock Private Wealth LLC5,849$300K0.14%+7713F-HRTimeline
Independence Asset Advisors, LLC5,661$290K0.08%-96813F-HRTimeline
New England Private Wealth Advisors LLC5,193$264K0.03%+9013F-HRTimeline
Insight Wealth Strategies, LLC4,831$247K0.02%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC3,959$203K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC3,020$155K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC2,942$151K<0.01%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,714$87.9K<0.01%new13F-HRTimelineGroup
Physician Wealth Advisors, Inc.448$23K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY400$20.5K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC341$17.5K<0.01%new13F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS232$11.9K<0.01%new13F-HRTimeline
Principia Wealth Advisory, LLC120$6.16K<0.01%-2,40013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…113$5.8K<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$1<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.