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Disclosery

VSDB VANGUARD MALVERN FDS

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COM (fund)

56 managers (56 13F filers) reported a position in VSDB shares at 2026-06-30, 9,325,041 shares in all. 15 filers opened a position and 3 filers sold out during the quarter.

Managers
56
13F filers
56
New
15
Added
23
Reduced
10
Sold out
3
Shares held by filers
9,325,041

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
Orgel Wealth Management, LLC8,199,393$626M11.87%+4,710,22413F-HRTimeline
Beaird Harris Wealth Management, LLC203,992$15.6M0.98%+69,33713F-HRTimeline
CGN Advisors LLC94,661$7.23M0.53%+23,64713F-HRTimeline
Werba Rubin Papier Wealth Management92,933$7.09M0.86%+26,24113F-HRTimeline
TD Capital Management LLC81,727$6.24M0.51%new13F-HRTimeline
Integrated Wealth Concepts LLC68,369$5.22M0.03%+12,39913F-HRTimeline
Keystone Financial Group, Inc.60,314$4.6M2.42%+12,05813F-HRTimeline
Entruity Wealth, LLC60,268$4.6M2.98%new13F-HRTimeline
Bell Bank55,494$4.24M0.16%new13F-HRTimeline
Pinnacle Financial Group, LLC / IL40,697$3.11M0.76%+2,01513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC26,562$2.03M<0.01%+7,93013F-HRTimeline
TD Waterhouse Canada Inc.21,881$1.67M<0.01%-5,48713F-HRTimeline
Robertson Stephens Wealth Management, L…21,227$1.62M0.04%+20013F-HRTimeline
Sanctuary Advisors, LLC21,156$1.62M0.01%+95813F-HRTimeline
Eldridge Investment Advisors, Inc.16,440$1.26M0.25%+5,63813F-HRTimeline
North Star Investment Management Corp.16,249$1.24M0.07%-58513F-HRTimeline
Mills Wealth Advisors LLC14,509$1.11M0.35%-2,80513F-HRTimeline
Balboa Wealth Partners14,337$1.09M0.15%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.13,783$1.06M0.28%+3,28713F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC12,998$992K0.31%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…12,399$942K<0.01%+2,62913F-HRTimeline
American Investment Services, Inc.11,913$909K0.19%+1,07913F-HRTimeline
Englebert Financial Advisers, LLC11,902$909K0.9%-4,95713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,889$908K<0.01%-1,31013F-HRTimelineGroup
STEEL GROVE CAPITAL ADVISORS, LLC11,500$878K0.08%+7,00013F-HRTimeline
LPL Financial LLC11,052$844K<0.01%+5,49913F-HRTimeline
Prospera Financial Services Inc10,560$806K0.01%-40013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC10,044$767K<0.01%013F-HRTimelineGroup
Worth Asset Management, LLC9,541$728K0.23%new13F-HRTimeline
Betterment LLC7,050$538K<0.01%-57713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC6,848$523K<0.01%+12913F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.5,690$434K0.02%new13F-HRTimelineGroup
Crusonia Wealth Advisors LLC5,545$423K0.07%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC5,418$414K<0.01%-1,40513F-HRTimelineGroup
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth5,100$389K<0.01%013F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC4,585$350K0.01%+24513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…4,503$344K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC4,344$332K<0.01%+2,79513F-HRTimeline
Cambridge Investment Research Advisors,…4,172$319K<0.01%+56613F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC4,013$306K<0.01%new13F-HRTimelineGroup
Gutierrez Wealth Advisory, LLC3,819$292K0.17%+3013F-HRTimeline
Burton Enright Welch3,596$275K0.03%new13F-HRTimeline
MML INVESTORS SERVICES, LLC3,416$261K<0.01%new13F-HRTimeline
Aegis Wealth Management LLC3,275$250K0.12%013F-HRTimeline
HBK Sorce Advisory LLC3,265$248K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners3,060$234K0.03%+2913F-HRTimelineGroup
CRA Financial Services, LLC2,671$204K0.02%new13F-HRTimeline
Aptus Capital Advisors, LLC2,446$187K<0.01%-62813F-HRTimeline
Cornerstone National Bank & Trust Co2,151$163K0.06%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.820$62.6K<0.01%new13F-HRTimelineGroup
Atomic Invest LLC614$46.9K<0.01%+413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY359$27.4K<0.01%new13F-HRTimelineGroup
Blue Trust, Inc.324$24.7K<0.01%new13F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC96$7.29K<0.01%-15313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA70$5K<0.01%013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1$76<0.01%013F-HRTimelineGroup