8 institutions reported holding $8.1M of VANGUARD MALVERN FDS (VTG) in SEC 13F filings for 2026-06-30. Largest institutional holders: Angeles Investment Advisors, LLC ($3.4M), GUIDANCE CAPITAL, INC ($1.9M), COMMONWEALTH EQUITY SERVICES, LLC ($955,940), Nicholas Wealth, LLC. ($669,696), ENVESTNET ASSET MANAGEMENT INC ($581,427). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Angeles Investment Advisors, LLC | $3.4M | 45,614 | Added |
| 2 | GUIDANCE CAPITAL, INC | $1.9M | 24,940 | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $955,940 | 12,698 | New |
| 4 | Nicholas Wealth, LLC. | $669,696 | 8,896 | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $581,427 | 7,724 | Added |
| 6 | TRUIST FINANCIAL CORP | $273,568 | 3,634 | New |
| 7 | IFP Advisors, Inc | $211,462 | 2,809 | Added |
| 8 | HAZLETT, BURT & WATSON, INC. | $69,000 | 915 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30