VGMS — VANGUARD MALVERN FDS
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.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| 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)
- UBS Group AG 13.28K sh · $681.34K
- Goldman Sachs Group 3.96K sh · $203.06K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 4 funds)
| Fund | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|
| Citadel Advisors | 8.20K | 31.18K | 15.95K |
| UBS Group AG | — | — | 13.28K |
| Goldman Sachs Group | — | — | 3.96K |
| Morgan Stanley | 400 | 400 | 400 |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details