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Disclosery

VSDB VANGUARD MALVERN FDS

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COM (fund)

45 managers (45 13F filers) reported a position in VSDB shares at 2026-03-31, 4,220,023 shares in all. 18 filers opened a position and 2 filers sold out during the quarter.

Managers
45
13F filers
45
New
18
Added
14
Reduced
4
Sold out
2
Shares held by filers
4,220,023

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
Orgel Wealth Management, LLC3,489,169$266M5.73%new13F-HRTimeline
Beaird Harris Wealth Management, LLC134,655$10.3M0.7%+133,98713F-HRTimeline
CGN Advisors LLC71,014$5.41M0.43%new13F-HRTimeline
Werba Rubin Papier Wealth Management66,692$5.09M0.71%+57,64613F-HRTimeline
Integrated Wealth Concepts LLC55,970$4.27M0.03%new13F-HRTimeline
Keystone Financial Group, Inc.48,256$3.68M1.91%+14,54613F-HRTimeline
Pinnacle Financial Group, LLC / IL38,682$2.95M0.81%+6,87213F-HRTimeline
TD Waterhouse Canada Inc.27,368$2.08M0.01%-2,37513F-HRTimeline
Robertson Stephens Wealth Management, L…21,027$1.6M0.04%+2,06513F-HRTimeline
Sanctuary Advisors, LLC20,198$1.54M0.01%+1,39713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC18,632$1.42M<0.01%+5,37113F-HRTimeline
Mills Wealth Advisors LLC17,314$1.32M0.46%-83213F-HRTimeline
Englebert Financial Advisers, LLC16,859$1.29M1.46%new13F-HRTimeline
North Star Investment Management Corp.16,834$1.28M0.08%+80213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC14,875$1.13M<0.01%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC13,199$1.01M<0.01%new13F-HRTimelineGroup
BARNES PETTEY FINANCIAL ADVISORS, LLC12,998$991K0.43%new13F-HRTimeline
Prospera Financial Services Inc10,960$836K0.01%013F-HRTimeline
American Investment Services, Inc.10,834$826K0.18%-3,40213F-HRTimeline
Eldridge Investment Advisors, Inc.10,802$824K0.18%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.10,496$804K0.25%+7,00413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC10,044$766K<0.01%013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…9,770$744K<0.01%-1,76813F-HRTimeline
Betterment LLC7,627$582K<0.01%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC6,823$519K<0.01%new13F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC6,719$512K<0.01%+3413F-HRTimelineGroup
LPL Financial LLC5,553$423K<0.01%+2,44813F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth5,100$389K<0.01%013F-HRTimelineGroup
STEEL GROVE CAPITAL ADVISORS, LLC4,500$343K0.04%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC4,340$331K0.01%new13F-HRTimeline
Talisman Wealth Advisors LLC3,970$303K0.24%new13F-HRTimeline
SJS Investment Consulting Inc.3,916$299K0.04%new13F-HRTimeline
Gutierrez Wealth Advisory, LLC3,789$289K0.18%+87913F-HRTimeline
Cambridge Investment Research Advisors,…3,606$275K<0.01%+3613F-HRTimeline
Aegis Wealth Management LLC3,275$250K0.14%013F-HRTimeline
HBK Sorce Advisory LLC3,265$249K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC3,074$234K<0.01%new13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners3,031$231K0.03%+1513F-HRTimelineGroup
Cornerstone National Bank & Trust Co2,151$164K0.06%new13F-HRTimeline
Farther Finance Advisors, LLC1,549$118K<0.01%new13F-HRTimeline
Atomic Invest LLC610$46.4K0.02%new13F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC249$19K<0.01%13F-HRTimelineGroup
CWM, LLCin group CWM, LLC157$12K<0.01%013F-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-HR/ATimelineGroup