CUSIP 922020722
VANGUARD MALVERN FDS
25 institutions · $28.8M total · 582,021 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Holos Integrated Wealth LLC | 133,334 | $6.9M | 22.90% | 2025-12-31 |
| 2 | New Capital Management LP | 101,010 | $5.2M | 17.35% | 2025-12-31 |
| 3 | JANE STREET GROUP, LLC | 64,686 | $3.3M | 11.11% | 2025-12-31 |
| 4 | D.B. Root & Company, LLC | 57,234 | $3.0M | 9.83% | 2025-12-31 |
| 5 | Rialto Wealth Management, LLC | 51,925 | $2.7M | 8.92% | 2025-12-31 |
| 6 | Buska Wealth Management, LLC | 31,160 | $1.6M | 5.35% | 2025-12-31 |
| 7 | DAHRING | CUSMANO LLC | 20,650 | $1.1M | 3.54% | 2025-12-31 |
| 8 | AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | 19,396 | $1.0M | 3.33% | 2025-12-31 |
| 9 | KESTRA PRIVATE WEALTH SERVICES, LLC | 13,620 | $702.5K | 2.34% | 2025-12-31 |
| 10 | Royal Bank of Canada | 9,569 | $494.0K | 1.64% | 2025-12-31 |
| 11 | CRA Financial Services, LLC | 8,803 | $454.1K | 1.51% | 2025-12-31 |
| 12 | CITADEL ADVISORS LLC | 8,196 | $422.8K | 1.40% | 2025-12-31 |
| 13 | GSG Advisors LLC | 6,994 | $360.7K | 1.20% | 2025-12-31 |
| 14 | Ballast Rock Private Wealth LLC | 5,723 | $295.2K | 0.98% | 2025-12-31 |
| 15 | D'Orazio & Associates, Inc. | 5,260 | $271.3K | 0.90% | 2025-12-31 |
| 16 | New England Private Wealth Advisors LLC | 5,060 | $261.0K | 0.86% | 2025-12-31 |
| 17 | Swisher Financial Concepts, Inc. | 4,845 | $249.9K | 0.83% | 2025-12-31 |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | 4,586 | $236.5K | 0.78% | 2025-12-31 |
| 19 | Principia Wealth Advisory, LLC | 3,540 | $183.2K | 0.60% | 2025-12-31 |
| 20 | Ancora Advisors, LLC | 2,212 | $114.1K | 0.38% | 2025-12-31 |
| 21 | UMA Financial Services, Inc. | 497 | $25.6K | 0.08% | 2025-12-31 |
| 22 | MORGAN STANLEY | 400 | $20.6K | 0.06% | 2025-12-31 |
| 23 | Arete Wealth Advisors, LLC | 21,370 | $1.1K | 3.67% | 2025-12-31 |
| 24 | CWM, LLC | 1,951 | $101 | 0.33% | 2025-12-31 |
| 25 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |