CUSIP 922020730
VANGUARD MALVERN FDS
34 institutions · $22.1M total · 471,886 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Keystone Financial Group, Inc. | 33,710 | $2.6M | 7.14% | 2025-12-31 |
| 2 | Pinnacle Financial Group, LLC / IL | 31,810 | $2.4M | 6.74% | 2025-12-31 |
| 3 | TD Waterhouse Canada Inc. | 29,743 | $2.3M | 6.30% | 2025-12-31 |
| 4 | Robertson Stephens Wealth Management, LLC | 18,962 | $1.5M | 4.01% | 2025-12-31 |
| 5 | Sanctuary Advisors, LLC | 18,801 | $1.4M | 3.98% | 2025-12-31 |
| 6 | Mills Wealth Advisors LLC | 18,146 | $1.4M | 3.84% | 2025-12-31 |
| 7 | North Star Investment Management Corp. | 16,032 | $1.2M | 3.39% | 2025-12-31 |
| 8 | American Investment Services, Inc. | 14,236 | $1.1M | 3.01% | 2025-12-31 |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | 13,261 | $1.0M | 2.81% | 2025-12-31 |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 11,538 | $883.9K | 2.44% | 2025-12-31 |
| 11 | Prospera Financial Services Inc | 10,960 | $838.2K | 2.32% | 2025-12-31 |
| 12 | CITADEL ADVISORS LLC | 10,649 | $816.1K | 2.25% | 2025-09-30 |
| 13 | AQR CAPITAL MANAGEMENT LLC | 10,044 | $768.2K | 2.12% | 2025-12-31 |
| 14 | Werba Rubin Papier Wealth Management | 9,046 | $691.8K | 1.91% | 2025-12-31 |
| 15 | GOLDMAN SACHS GROUP INC | 7,311 | $559.1K | 1.54% | 2025-12-31 |
| 16 | Kestra Advisory Services, LLC | 6,685 | $511.3K | 1.41% | 2025-12-31 |
| 17 | Buckingham Strategic Partners | 5,100 | $390.0K | 1.08% | 2025-12-31 |
| 18 | Aegis Wealth Management LLC | 3,275 | $250.5K | 0.69% | 2025-12-31 |
| 19 | HBK Sorce Advisory LLC | 3,265 | $250.4K | 0.69% | 2025-12-31 |
| 20 | LPL Financial LLC | 3,105 | $237.5K | 0.65% | 2025-12-31 |
| 21 | Concord Wealth Partners | 3,016 | $230.7K | 0.63% | 2025-12-31 |
| 22 | JANE STREET GROUP, LLC | 3,022 | $230.2K | 0.64% | 2025-06-30 |
| 23 | Concord Asset Management, LLC/VA | 2,936 | $223.7K | 0.62% | 2025-06-30 |
| 24 | Gutierrez Wealth Advisory, LLC | 2,910 | $222.6K | 0.61% | 2025-12-31 |
| 25 | Westfuller Advisors, LLC | 732 | $56.1K | 0.15% | 2025-09-30 |
| 26 | Beaird Harris Wealth Management, LLC | 668 | $51.1K | 0.14% | 2025-12-31 |
| 27 | VESTOR CAPITAL, LLC | 178,432 | $13.7K | 37.81% | 2025-09-30 |
| 28 | Royal Bank of Canada | 70 | $5.0K | 0.01% | 2025-12-31 |
| 29 | UBS Group AG | 43 | $3.3K | 0.00% | 2025-12-31 |
| 30 | Cambridge Investment Research Advisors, Inc. | 3,570 | $273 | 0.75% | 2025-12-31 |
| 31 | EverSource Wealth Advisors, LLC | 1 | $76 | 0.00% | 2025-12-31 |
| 32 | HAZLETT, BURT & WATSON, INC. | 650 | $50 | 0.13% | 2025-12-31 |
| 33 | CWM, LLC | 157 | $12 | 0.03% | 2025-12-31 |
| 34 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |