VCRB: Vanguard Malvern Fds insider trading, 5% holders and institutional ownership
From public SEC filings: open-market insider purchases and sales (Form 4, last 180 days), holders of 5% or more (Schedules 13D and 13G) and institutional ownership (Form 13F). Insider and 5% data delayed 48 hours.
Insider trading
0 open-market buys totaling - and 0 sales totaling - in the last 180 days.
Institutional ownership (Q2 2026)
310 institutions reported holding $5.86B of Vanguard Malvern Fds on Form 13F (276 the quarter before). 52 opened a new position and 15 sold out. Shares held by institutions: +12%.
| Largest holders | Shares | Value |
|---|---|---|
| HBK Sorce Advisory LLC | 11,340,350 | $863.79M |
| SIGNATUREFD, LLC | 5,727,598 | $442.36M |
| Advance Capital Management, Inc. | 3,854,514 | $297.69M |
| Bank of New York Mellon Corp | 3,393,668 | $262.10M |
| BANK OF AMERICA CORP /DE/ | 2,918,533 | $225.41M |
| Forvis Mazars Wealth Advisors, LLC | 2,345,516 | $181.15M |
| NEPC LLC | 2,299,200 | $177.57M |
| Martel Wealth Advisors LLC | 1,672,614 | $129.18M |
| ASSETMARK, INC | 1,574,720 | $121.62M |
| Diversified Portfolios, Inc. | 1,374,618 | $106.17M |
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