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

58 institutions reported holding $710.0M of VANGUARD MALVERN (VSDB) in SEC 13F filings for 2026-06-30. Largest institutional holders: Orgel Wealth Management, LLC ($625.9M), Beaird Harris Wealth Management, LLC ($15.6M), CGN Advisors LLC ($7.2M), Werba Rubin Papier Wealth Management ($7.1M), TD Capital Management LLC ($6.2M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Orgel Wealth Management, LLC	$625.9M	8.2M	Added
2	Beaird Harris Wealth Management, LLC	$15.6M	203,992	Added
3	CGN Advisors LLC	$7.2M	94,661	Added
4	Werba Rubin Papier Wealth Management	$7.1M	92,933	Added
5	TD Capital Management LLC	$6.2M	81,727	New
6	Keystone Financial Group, Inc.	$4.6M	60,314	Added
7	Entruity Wealth, LLC	$4.6M	60,268	New
8	Bell Bank	$4.2M	55,494	New
9	Integrated Wealth Concepts LLC	$3.4M	44,866	Trimmed
10	Pinnacle Financial Group, LLC / IL	$3.1M	40,697	Added
11	COMMONWEALTH EQUITY SERVICES, LLC	$2.0M	26,562	Added
12	TD Waterhouse Canada Inc.	$1.7M	21,881	Trimmed
13	Robertson Stephens Wealth Management, LLC	$1.6M	21,227	Added
14	Sanctuary Advisors, LLC	$1.6M	21,156	Added
15	Eldridge Investment Advisors, Inc.	$1.3M	16,440	Added
16	North Star Investment Management Corp.	$1.2M	16,249	Trimmed
17	Mills Wealth Advisors LLC	$1.1M	14,509	Trimmed
18	Balboa Wealth Partners	$1.1M	14,337	New
19	HAZLETT, BURT & WATSON, INC.	$1.1M	13,783	Added
20	BARNES PETTEY FINANCIAL ADVISORS, LLC	$992,267	12,998	Hold
21	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$942,076	12,399	Added
22	American Investment Services, Inc.	$909,425	11,913	Added
23	Englebert Financial Advisers, LLC	$908,599	11,902	Trimmed
24	CITADEL ADVISORS LLC	$907,606	11,889	Trimmed
25	STEEL GROVE CAPITAL ADVISORS, LLC	$877,910	11,500	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30