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VGMS — VANGUARD MALVERN FDS

Reported value held$1.72M
Funds holding (latest)4
Sector—
Funds holding (Q2 2026)4
Institutional value$1.72M · 33.59K sh
New / Add / Cut / Exit2 / 0 / 1 / 0
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Accumulating +6.4% (+2.01K sh)
Institutional value change Up +7.0%

As of Q2 2026, 4 SEC-registered investment managers reported holding VGMS (VANGUARD MALVERN FDS) in their latest 13F filings, with a combined reported value of $1.72M across 33.59K shares. That is +6.4% by share count (+2.01K shares) versus the previous quarter, while reported value moved +7.0%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 2 opened new positions, 1 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Citadel Advisors history Q2 2026 15.95K $818.08K 0.00% Reduce
UBS Group AG history Q2 2026 13.28K $681.34K 0.00% New
Goldman Sachs Group history Q2 2026 3.96K $203.06K 0.00% New
Morgan Stanley history Q2 2026 400 $20.52K 0.00% Hold

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 4 funds)

FundQ4 2025Q1 2026Q2 2026
Citadel Advisors 8.20K 31.18K 15.95K
UBS Group AG — — 13.28K
Goldman Sachs Group — — 3.96K
Morgan Stanley 400 400 400

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