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.

Rank	Institution	Value	Shares	Change
1	DAHRING \| CUSMANO LLC	$11.5M	223,917	Added
2	Holos Integrated Wealth LLC	$10.0M	194,919	Added
3	Buska Wealth Management, LLC	$5.1M	99,575	Added
4	Rialto Wealth Management, LLC	$4.4M	85,775	Added
5	New Capital Management LP	$4.4M	85,575	Added
6	Net Worth Advisory Group	$4.3M	83,668	New
7	GSG Advisors LLC	$3.2M	61,946	Added
8	JANE STREET GROUP, LLC	$2.1M	41,878	Added
9	Royal Bank of Canada	$1.9M	36,387	Added
10	Modern Wealth Management, LLC	$1.3M	25,449	Added
11	D.B. Root & Company, LLC	$1.1M	21,949	Trimmed
12	KESTRA PRIVATE WEALTH SERVICES, LLC	$1.1M	21,010	Added
13	D'Orazio & Associates, Inc.	$1.0M	19,803	Added
14	AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP	$969,717	18,968	Added
15	CRA Financial Services, LLC	$896,704	17,483	Added
16	SAGE RHINO CAPITAL LLC	$867,142	16,907	Trimmed
17	Beacon Pointe Advisors, LLC	$854,492	16,660	Added
18	CITADEL ADVISORS LLC	$818,076	15,950	Trimmed
19	SteelPeak Wealth, LLC	$719,086	14,020	New
20	UBS Group AG	$681,336	13,284	New
21	COMMONWEALTH EQUITY SERVICES, LLC	$611,330	11,919	Added
22	OPPENHEIMER & CO INC	$534,955	10,430	New
23	Ancora Advisors LLC	$422,189	8,231	Added
24	Strategic Family Wealth Counselors, L.L.C.	$402,781	7,853	New
25	SageOak Financial, LLC	$398,010	7,760	New

来源：SEC 13F 申报文件 · 截至 2026-06-30