Who Owns VANGUARD MALVERN FDS (VGMS)? -- Institutional Holders (2026-06-30)
44 institutions reported holding $62.4M of VANGUARD MALVERN FDS (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 |
Source: SEC Form 13F filings · as of 2026-06-30