Who Owns VANGUARD MALVERN (VGMS)? -- Institutional Holders (2026-06-30)

45 institutions reported holding $62.4M of VANGUARD MALVERN (VGMS) in SEC 13F filings for 2026-06-30. Largest institutional holders: DAHRING | CUSMANO LLC ($11.5M), Holos Integrated Wealth LLC ($10.0M), Buska Wealth Management, LLC ($5.1M), Rialto Wealth Management, LLC ($4.4M), New Capital Management LP ($4.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1DAHRING | CUSMANO LLC$11.5M223,917Added
2Holos Integrated Wealth LLC$10.0M194,919Added
3Buska Wealth Management, LLC$5.1M99,575Added
4Rialto Wealth Management, LLC$4.4M85,775Added
5New Capital Management LP$4.4M85,575Added
6Net Worth Advisory Group$4.3M83,668New
7GSG Advisors LLC$3.2M61,946Added
8JANE STREET GROUP, LLC$2.1M41,878Added
9Royal Bank of Canada$1.9M36,387Added
10Modern Wealth Management, LLC$1.3M25,449Added
11D.B. Root & Company, LLC$1.1M21,949Trimmed
12KESTRA PRIVATE WEALTH SERVICES, LLC$1.1M21,010Added
13D'Orazio & Associates, Inc.$1.0M19,803Added
14AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP$969,71718,968Added
15CRA Financial Services, LLC$896,70417,483Added
16SAGE RHINO CAPITAL LLC$867,14216,907Trimmed
17Beacon Pointe Advisors, LLC$854,49216,660Added
18CITADEL ADVISORS LLC$818,07615,950Trimmed
19SteelPeak Wealth, LLC$719,08614,020New
20UBS Group AG$681,33613,284New
21COMMONWEALTH EQUITY SERVICES, LLC$611,33011,919Added
22OPPENHEIMER & CO INC$534,95510,430New
23Ancora Advisors LLC$422,1898,231Added
24Strategic Family Wealth Counselors, L.L.C.$402,7817,853New
25SageOak Financial, LLC$398,0107,760New

Source: SEC Form 13F filings · as of 2026-06-30