VGMS Institutional Ownership
Vanguard Malvern Funds - Vanguard Multi-Sector Income Bond ETF
1W: -0.7%
1M: -2.5%
YTD: -3.0%
$49.29
-0.04 (-0.08%)
Weekly Expected Move ±0.6%
$49
$49
$49
$50
$50
Overview
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Holdings
Changes
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Analysis
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Institutional Ownership — VGMS
46
Institutional Holders
+16 vs prior quarter
0.0%
Ownership
+0.00pp
62M
Total Invested
17
New Positions
18
Increased
8
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (47 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | DAHRING | CUSMANO LLC | 223,917 | $11M | +32,273 | +16.8% | 4Q | SEC ↗ |
| 2 | Holos Integrated Wealth LLC | 194,919 | $10M | +39,476 | +25.4% | 3Q | SEC ↗ |
| 3 | Buska Wealth Management, LLC | 99,575 | $5M | +40,320 | +68.0% | 3Q | SEC ↗ |
| 4 | Rialto Wealth Management, LLC | 85,775 | $4M | +17,264 | +25.2% | 4Q | SEC ↗ |
| 5 | New Capital Management LP | 85,575 | $4M | +989 | +1.2% | 3Q | SEC ↗ |
| 6 | Net Worth Advisory Group NEW | 83,668 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 7 | GSG Advisors LLC | 61,946 | $3M | +22,190 | +55.8% | 3Q | SEC ↗ |
| 8 | JANE STREET GROUP, LLC | 41,878 | $2M | +14,881 | +55.1% | 5Q | SEC ↗ |
| 9 | ROYAL BANK OF CANADA | 36,387 | $2M | +26,959 | +285.9% | 5Q | SEC ↗ |
| 10 | Modern Wealth Management, LLC | 25,449 | $1M | +10,579 | +71.1% | 2Q | SEC ↗ |
| 11 | D.B. Root & Company, LLC | 21,949 | $1M | -44,802 | -67.1% | 3Q | SEC ↗ |
| 12 | KESTRA PRIVATE WEALTH SERVICES, LLC | 21,010 | $1M | +5,888 | +38.9% | 3Q | SEC ↗ |
| 13 | D'Orazio & Associates, Inc. | 19,803 | $976K | +4,478 | +29.2% | 3Q | SEC ↗ |
| 14 | AFG FIDUCIARY SERVICES LIMITED PARTNER | 18,968 | $935K | +35 | +0.2% | 4Q | SEC ↗ |
| 15 | CRA Financial Services, LLC | 17,483 | $862K | +397 | +2.3% | 4Q | SEC ↗ |
| 16 | SAGE RHINO CAPITAL LLC | 16,907 | $833K | -4,459 | -20.9% | 2Q | SEC ↗ |
| 17 | Beacon Pointe Advisors, LLC | 16,660 | $821K | +9,650 | +137.7% | 2Q | SEC ↗ |
| 18 | CITADEL ADVISORS LLC | 15,950 | $786K | -15,235 | -48.9% | 3Q | SEC ↗ |
| 19 | SteelPeak Wealth, LLC NEW | 14,020 | $691K | — | +0.0% | 1Q | SEC ↗ |
| 20 | UBS Group AG NEW | 13,284 | $655K | — | +0.0% | 1Q | SEC ↗ |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | 11,919 | $587K | +2,184 | +22.4% | 3Q | SEC ↗ |
| 22 | OPPENHEIMER & CO INC NEW | 10,430 | $514K | — | +0.0% | 1Q | SEC ↗ |
| 23 | Ancora Advisors LLC | 8,231 | $406K | +5,415 | +192.3% | 4Q | SEC ↗ |
| 24 | Strategic Family Wealth Counselors, L. NEW | 7,853 | $387K | — | +0.0% | 1Q | SEC ↗ |
| 25 | SageOak Financial, LLC NEW | 7,760 | $382K | — | +0.0% | 1Q | SEC ↗ |
| 26 | Cambridge Investment Research Advisors NEW | 7,431 | $366K | — | +0.0% | 1Q | SEC ↗ |
| 27 | PENNSYLVANIA CAPITAL MANAGEMENT INC /A NEW | 7,238 | $357K | — | +0.0% | 1Q | SEC ↗ |
| 28 | Compound Planning, Inc. NEW | 5,919 | $292K | — | +0.0% | 1Q | SEC ↗ |
| 29 | Ballast Rock Private Wealth LLC | 5,849 | $288K | +77 | +1.3% | 3Q | SEC ↗ |
| 30 | Independence Asset Advisors, LLC | 5,661 | $279K | -968 | -14.6% | 2Q | SEC ↗ |
| 31 | New England Private Wealth Advisors LL | 5,193 | $256K | +90 | +1.8% | 3Q | SEC ↗ |
| 32 | Insight Wealth Strategies, LLC NEW | 4,831 | $238K | — | +0.0% | 1Q | SEC ↗ |
| 33 | GOLDMAN SACHS GROUP INC NEW | 3,959 | $195K | — | +0.0% | 1Q | SEC ↗ |
| 34 | Farther Finance Advisors, LLC NEW | 3,020 | $149K | — | +0.0% | 1Q | SEC ↗ |
| 35 | Global Retirement Partners, LLC NEW | 2,942 | $145K | — | +0.0% | 1Q | SEC ↗ |
| 36 | CWM, LLC | 1,951 | $96K | — | +0.0% | 3Q | SEC ↗ |
| 37 | OSAIC HOLDINGS, INC. NEW | 1,714 | $84K | — | +0.0% | 1Q | SEC ↗ |
| 38 | Physician Wealth Advisors, Inc. | 448 | $22K | — | +0.0% | 3Q | SEC ↗ |
| 39 | MORGAN STANLEY | 400 | $20K | — | +0.0% | 3Q | SEC ↗ |
| 40 | AE Wealth Management LLC NEW | 341 | $17K | — | +0.0% | 1Q | SEC ↗ |
| 41 | FIDUCIARY FINANCIAL ADVISORS NEW | 232 | $11K | — | +0.0% | 1Q | SEC ↗ |
| 42 | Principia Wealth Advisory, LLC | 120 | $6K | -2,400 | -95.2% | 4Q | SEC ↗ |
| 43 | FIFTH THIRD BANCORP NEW | 113 | $6K | — | +0.0% | 1Q | SEC ↗ |
| 44 | WELLS FARGO & COMPANY/MN | 0 | $0K | — | — | 2Q | SEC ↗ |
| 45 | Swisher Financial Concepts, Inc. | 0 | $0K | -4,845 | -100.0% | 2Q | SEC ↗ |
| 46 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | $0K | -4,210 | -100.0% | 1Q | SEC ↗ |
| 47 | Arete Wealth Advisors, LLC | 0 | $0K | -27,240 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (17)
| Holder | Shares | Value |
|---|---|---|
| Net Worth Advisory Group | 83,668 | $4M |
| SteelPeak Wealth, LLC | 14,020 | $691K |
| UBS Group AG | 13,284 | $655K |
| OPPENHEIMER & CO INC | 10,430 | $514K |
| Strategic Family Wealth Counselors, | 7,853 | $387K |
| SageOak Financial, LLC | 7,760 | $382K |
| Cambridge Investment Research Advis | 7,431 | $366K |
| PENNSYLVANIA CAPITAL MANAGEMENT INC | 7,238 | $357K |
| Compound Planning, Inc. | 5,919 | $292K |
| Insight Wealth Strategies, LLC | 4,831 | $238K |
| GOLDMAN SACHS GROUP INC | 3,959 | $195K |
| Farther Finance Advisors, LLC | 3,020 | $149K |
| Global Retirement Partners, LLC | 2,942 | $145K |
| OSAIC HOLDINGS, INC. | 1,714 | $84K |
| AE Wealth Management LLC | 341 | $17K |
| FIDUCIARY FINANCIAL ADVISORS | 232 | $11K |
| FIFTH THIRD BANCORP | 113 | $6K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Arete Wealth Advisors, LLC | 27,240 | $1M |
| Swisher Financial Concepts, Inc. | 4,845 | $239K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 4,210 | $208K |
Biggest Increases (18)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Buska Wealth Management, LLC | +40,320 | +68.0% | 99,575 |
| Holos Integrated Wealth LLC | +39,476 | +25.4% | 194,919 |
| DAHRING | CUSMANO LLC | +32,273 | +16.8% | 223,917 |
| ROYAL BANK OF CANADA | +26,959 | +285.9% | 36,387 |
| GSG Advisors LLC | +22,190 | +55.8% | 61,946 |
| Rialto Wealth Management, LLC | +17,264 | +25.2% | 85,775 |
| JANE STREET GROUP, LLC | +14,881 | +55.1% | 41,878 |
| Modern Wealth Management, LLC | +10,579 | +71.1% | 25,449 |
| Beacon Pointe Advisors, LLC | +9,650 | +137.7% | 16,660 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | +5,888 | +38.9% | 21,010 |
| Ancora Advisors LLC | +5,415 | +192.3% | 8,231 |
| D'Orazio & Associates, Inc. | +4,478 | +29.2% | 19,803 |
| COMMONWEALTH EQUITY SERVICES, LLC | +2,184 | +22.4% | 11,919 |
| New Capital Management LP | +989 | +1.2% | 85,575 |
| CRA Financial Services, LLC | +397 | +2.3% | 17,483 |
| New England Private Wealth Advisors | +90 | +1.8% | 5,193 |
| Ballast Rock Private Wealth LLC | +77 | +1.3% | 5,849 |
| AFG FIDUCIARY SERVICES LIMITED PART | +35 | +0.2% | 18,968 |
Biggest Decreases (5)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| D.B. Root & Company, LLC | -44,802 | -67.1% | 21,949 |
| CITADEL ADVISORS LLC | -15,235 | -48.9% | 15,950 |
| SAGE RHINO CAPITAL LLC | -4,459 | -20.9% | 16,907 |
| Principia Wealth Advisory, LLC | -2,400 | -95.2% | 120 |
| Independence Asset Advisors, LLC | -968 | -14.6% | 5,661 |