VSDB — VANGUARD MALVERN FDS
As of Q2 2026, 3 SEC-registered investment managers reported holding VSDB (VANGUARD MALVERN FDS) in their latest 13F filings, with a combined reported value of $1.70M across 22.29K shares. That is -4.1% by share count (-951 shares) versus the previous quarter, while reported value moved -4.0%. 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, 1 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.
Q2 2026 — 3 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 11.89K | $907.61K | 0.00% | Reduce |
| AQR Capital Management history | 10.04K | $766.76K | 0.00% | Hold |
| Morgan Stanley history | 359 | $27.41K | 0.00% | New |
Q1 2026 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 13.20K | $1.01M | 0.00% | New |
| AQR Capital Management history | 10.04K | $765.86K | 0.00% | Hold |
Q4 2025 — 3 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| AQR Capital Management history | 10.04K | $768.16K | 0.00% | New |
| Goldman Sachs Group history | 7.31K | $559.14K | 0.00% | New |
| UBS Group AG history | 43 | $3.29K | 0.00% | Reduce |
Q3 2025 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 10.65K | $816.14K | 0.00% | Reduce |
| UBS Group AG history | 123 | $9.43K | 0.00% | New |
Q2 2025 — 1 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 35.36K | $2.69M | 0.00% | New |
New Positions (Q2 2026)
- Morgan Stanley 359 sh · $27.41K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 5 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Citadel Advisors | 11.89K | 13.20K | — | 10.65K | 35.36K |
| AQR Capital Management | 10.04K | 10.04K | 10.04K | — | — |
| Morgan Stanley | 359 | — | — | — | — |
| Goldman Sachs Group | — | — | 7.31K | — | — |
| UBS Group AG | — | — | 43 | 123 | — |
▲ 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