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VGMS VANGUARD MALVERN FDS

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ETF (fund)

24 managers (24 13F filers) reported a position in VGMS shares at 2025-12-31, 582,510 shares in all. 14 filers opened a position and 0 filers sold out during the quarter.

Managers
24
13F filers
24
New
14
Added
6
Reduced
2
Sold out
0
Shares held by filers
582,510

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Holos Integrated Wealth LLC133,334$6.89M3.84%new13F-HRTimeline
New Capital Management LP101,010$5.21M1.31%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC64,686$3.34M<0.01%-122,10313F-HRTimelineGroup
D.B. Root & Company, LLC57,234$2.95M0.72%new13F-HRTimeline
Rialto Wealth Management, LLC51,925$2.68M0.64%+18,68413F-HRTimeline
Buska Wealth Management, LLC31,160$1.61M0.59%new13F-HRTimeline
Arete Wealth Advisors, LLC21,370$1.1M0.08%new13F-HR/ATimeline
DAHRING | CUSMANO LLC20,650$1.07M0.74%+13,46313F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…19,396$1M0.62%+30313F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC13,620$703K0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA10,213$527K<0.01%+1,10213F-HRTimelineGroup
CRA Financial Services, LLC8,803$454K0.06%+3813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,196$423K<0.01%new13F-HRTimelineGroup
GSG Advisors LLC6,994$361K0.09%new13F-HRTimeline
Ballast Rock Private Wealth LLC5,723$295K0.18%13F-HRTimeline
D'Orazio & Associates, Inc.5,260$271K0.03%new13F-HRTimeline
New England Private Wealth Advisors LLC5,060$261K0.03%new13F-HR/ATimeline
Swisher Financial Concepts, Inc.4,845$250K0.14%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC4,586$237K<0.01%new13F-HRTimeline
Principia Wealth Advisory, LLC3,385$175K0.11%-15513F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC2,212$114K<0.01%+1,24413F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,951$101K<0.01%013F-HRTimelineGroup
Physician Wealth Advisors, Inc.497$25.6K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY400$20.6K<0.01%new13F-HR/ATimelineGroup