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VSDB VANGUARD MALVERN FDS

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COM (fund)

28 managers (28 13F filers) reported a position in VSDB shares at 2025-12-31, 278,957 shares in all. 13 filers opened a position and 3 filers sold out during the quarter.

Managers
28
13F filers
28
New
13
Added
9
Reduced
3
Sold out
3
Shares held by filers
278,957

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
Keystone Financial Group, Inc.33,710$2.58M1.35%+12,72713F-HRTimeline
Pinnacle Financial Group, LLC / IL31,810$2.43M0.71%+1,00613F-HRTimeline
TD Waterhouse Canada Inc.29,743$2.27M0.01%new13F-HRTimeline
Robertson Stephens Wealth Management, L…18,962$1.45M0.04%+30213F-HRTimeline
Sanctuary Advisors, LLC18,801$1.44M0.01%+6,95013F-HRTimeline
Mills Wealth Advisors LLC18,146$1.39M0.55%+7,02213F-HRTimeline
North Star Investment Management Corp.16,032$1.23M0.08%+10,05313F-HRTimeline
American Investment Services, Inc.14,236$1.09M0.25%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC13,261$1.01M<0.01%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…11,538$884K<0.01%new13F-HRTimeline
Prospera Financial Services Inc10,960$838K0.01%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC10,044$768K<0.01%new13F-HRTimelineGroup
Werba Rubin Papier Wealth Management9,046$692K0.19%+5,06713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC7,311$559K<0.01%new13F-HR/ATimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC6,685$511K<0.01%-18013F-HRTimelineGroup
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth5,100$390K<0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…3,570$273K<0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.3,492$266K0.08%+2,72613F-HRTimeline
Aegis Wealth Management LLC3,275$250K0.14%new13F-HRTimeline
HBK Sorce Advisory LLC3,265$250K0.01%new13F-HRTimeline
LPL Financial LLC3,105$237K<0.01%new13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners3,016$231K0.03%+4813F-HRTimelineGroup
Gutierrez Wealth Advisory, LLC2,910$223K0.14%new13F-HRTimeline
Beaird Harris Wealth Management, LLC668$51.1K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC157$12K<0.01%-1,32113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA70$5K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG43$3.29K<0.01%-8013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1$76<0.01%013F-HRTimelineGroup