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VGMS VANGUARD MALVERN FDS

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ETF (fund)

30 managers (30 13F filers) reported a position in VGMS shares at 2026-03-31, 914,937 shares in all. 6 filers opened a position and 0 filers sold out during the quarter.

Managers
30
13F filers
30
New
6
Added
15
Reduced
6
Sold out
0
Shares held by filers
914,937

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
DAHRING | CUSMANO LLC191,644$9.77M6.01%+170,99413F-HRTimeline
Holos Integrated Wealth LLC155,443$7.93M4.01%+22,10913F-HRTimeline
New Capital Management LP84,586$4.31M1.06%-16,42413F-HRTimeline
Rialto Wealth Management, LLC68,511$3.49M0.78%+16,58613F-HRTimeline
D.B. Root & Company, LLC66,751$3.4M0.81%+9,51713F-HRTimeline
Buska Wealth Management, LLC59,255$3.02M1.21%+28,09513F-HRTimeline
GSG Advisors LLC39,756$2.03M0.53%+32,76213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC31,185$1.59M<0.01%+22,98913F-HRTimelineGroup
Arete Wealth Advisors, LLC27,240$1.39M0.1%+5,87013F-HR/ATimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC26,997$1.38M<0.01%-37,68913F-HRTimelineGroup
SAGE RHINO CAPITAL LLC21,366$1.09M0.2%new13F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…18,933$965K0.59%-46313F-HRTimeline
CRA Financial Services, LLC17,086$871K0.11%+8,28313F-HRTimeline
D'Orazio & Associates, Inc.15,325$782K0.1%+10,06513F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC15,122$771K0.01%+1,50213F-HRTimelineGroup
Modern Wealth Management, LLC14,870$757K0.01%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC9,735$497K<0.01%+5,14913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA9,428$481K<0.01%-78513F-HRTimelineGroup
Beacon Pointe Advisors, LLC7,010$358K<0.01%new13F-HRTimeline
Independence Asset Advisors, LLC6,629$338K0.12%new13F-HRTimeline
Ballast Rock Private Wealth LLC5,772$294K0.16%+4913F-HRTimeline
New England Private Wealth Advisors LLC5,103$260K0.03%+4313F-HRTimeline
Swisher Financial Concepts, Inc.4,845$247K0.14%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,210$215K<0.01%new13F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC2,816$144K<0.01%+60413F-HRTimelineGroup
Principia Wealth Advisory, LLC2,520$128K0.07%-86513F-HRTimeline
CWM, LLCin group CWM, LLC1,951$99.5K<0.01%013F-HRTimelineGroup
Physician Wealth Advisors, Inc.448$22.8K<0.01%-4913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY400$20.4K<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$21<0.01%new13F-HR/ATimelineGroupAmount filed as zero, left out of ratios.