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VSDB VANGUARD MALVERN FDS

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COM (fund)

18 managers (18 13F filers) reported a position in VSDB shares at 2025-09-30, 316,424 shares in all. 11 filers opened a position and 2 filers sold out during the quarter.

Managers
18
13F filers
18
New
11
Added
6
Reduced
1
Sold out
2
Shares held by filers
316,424

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
VESTOR CAPITAL, LLC178,432$13.7M0.88%new13F-HRTimeline
Pinnacle Financial Group, LLC / IL30,804$2.36M0.71%+24,61513F-HRTimeline
Keystone Financial Group, Inc.20,983$1.61M0.91%new13F-HRTimeline
Robertson Stephens Wealth Management, L…18,660$1.43M0.04%+13,02813F-HRTimeline
Sanctuary Advisors, LLC11,851$908K0.01%+5,51913F-HR/ATimeline
Mills Wealth Advisors LLC11,124$853K0.35%+7,05913F-HRTimeline
Prospera Financial Services Inc10,960$840K0.01%+3,35513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,649$816K<0.01%-24,70713F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC6,865$526K<0.01%new13F-HRTimelineGroup
North Star Investment Management Corp.5,979$458K0.03%new13F-HRTimeline
Werba Rubin Papier Wealth Management3,979$305K0.05%new13F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding2,968$227K-2,904Timeline
CWM, LLCin group CWM, LLC1,478$113K<0.01%new13F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.766$59K0.02%new13F-HRTimeline
Westfuller Advisors, LLC732$56.1K0.03%new13F-HRTimeline
UBS Group AGin group UBS Group AG123$9.43K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA70$5K<0.01%new13F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1$77<0.01%new13F-HRTimelineGroup