Filing Research | VANGUARD MALVERN FDS Institutional Holdings

Snapshot holdings

50 / 96 loaded

#		Instrument	quantity
1	SIGNATUREFD, LLC	Shares	5.7MSH	$442.4M
2	Martel Wealth Advisors LLC	Shares	1.7MSH	$129.2M
3	Verum Partners LLC	Shares	1.1MSH	$82.4M
4	ORRSTOWN FINANCIAL SERVICES INC	Shares	894.7KSH	$69.1M
5	Magnolia Wealth Management, LLC	Shares	716.8KSH	$55.4M
6	Envestnet Portfolio Solutions, Inc.	Shares	553.9KSH	$42.8M
7	Essex LLC	Shares	545.4KSH	$42.1M
8	Mills Wealth Advisors LLC	Shares	513.6KSH	$39.7M
9	SJS Investment Consulting Inc.	Shares	484.5KSH	$37.4M
10	First Citizens Asset Management, Inc.	Shares	464.7KSH	$35.9M
11	Rise Advisors, LLC	Shares	459.8KSH	$35.5M
12	Leonard Rickey Investment Advisors P.L.L.C.	Shares	438.6KSH	$33.9M
13	AMI INVESTMENT MANAGEMENT INC	Shares	420.6KSH	$32.5M
14	Boston Standard Wealth Management, LLC	Shares	421.2KSH	$32.4M
15	Investment Planning Advisors, Inc.	Shares	402.4KSH	$31.1M
16	Quantum Financial Planning Services, Inc.	Shares	387.8KSH	$29.9M
17	Burton Enright Welch	Shares	370.5KSH	$28.6M
18	Mallini Complete Financial Planning LLC	Shares	370.3KSH	$28.6M
19	CGN Advisors LLC	Shares	334.3KSH	$25.8M
20	SVB WEALTH LLC	Shares	333.9KSH	$25.8M
21	San Luis Wealth Advisors LLC	Shares	317.4KSH	$24.5M
22	SMITHBRIDGE ASSET MANAGEMENT INC/DE	Shares	300.4KSH	$23.2M
23	Acropolis Investment Management, LLC	Shares	298.2KSH	$23.0M
24	Central Pacific Bank - Trust Division	Shares	282.6KSH	$21.8M
25	NorthLanding Financial Partners, LLC	Shares	279.1KSH	$21.6M
26	PENNEY FINANCIAL, LLC	Shares	259.9KSH	$20.1M
27	KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT	Shares	248.2KSH	$19.2M
28	Lansing Street Advisors	Shares	235.0KSH	$18.1M
29	Conservest Capital Advisors, Inc.	Shares	224.7KSH	$17.4M
30	Wolff Financial Management LLC	Shares	211.2KSH	$16.3M
31	Compton Wealth Advisory Group, LLC	Shares	205.8KSH	$15.8M
32	ShankerValleau Wealth Advisors, Inc.	Shares	192.8KSH	$14.9M
33	Barry Investment Advisors, LLC	Shares	180.9KSH	$14.0M
34	MISSION WEALTH MANAGEMENT, LP	Shares	151.6KSH	$11.7M
35	AJ Advisors, LLC	Shares	148.6KSH	$11.5M
36	GEN Financial Management, INC.	Shares	118.7KSH	$9.2M
37	Mendota Financial Group, LLC	Shares	108.7KSH	$8.4M
38	BankPlus Wealth Management LLC	Shares	104.3KSH	$8.1M
39	Hofer & Associates. Inc	Shares	100.5KSH	$7.8M
40	Englebert Financial Advisers, LLC	Shares	96.9KSH	$7.5M
41	Kings Path Partners LLC	Shares	94.8KSH	$7.3M
42	XY Planning Network, Inc.	Shares	94.5KSH	$7.3M
43	Enclave Advisors LLC	Shares	78.5KSH	$6.1M
44	OMNI 360 Wealth, Inc.	Shares	75.7KSH	$5.8M
45	Bogart Wealth, LLC	Shares	71.3KSH	$5.5M
46	Plancorp, LLC	Shares	66.5KSH	$5.1M
47	Echo45 Advisors LLC	Shares	63.6KSH	$4.9M
48	55 North Private Wealth, LLC	Shares	63.0KSH	$4.9M
49	BENJAMIN EDWARDS INC	Shares	57.9KSH	$4.5M
50	Emergent Wealth Advisors, LLC	Shares	53.9KSH	$4.1M

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Manager changes2026-06-30 vs 2026-03-31

50 / 102 loaded

#		Instrument
1	Verum Partners LLC added	Shares	+662.8K	+$51.1M	$82.4M
2	Mallini Complete Financial Planning LLC new	Shares	+370.3K	+$28.6M	$28.6M
3	SIGNATUREFD, LLC added	Shares	+281.1K	+$20.9M	$442.4M
4	Boston Standard Wealth Management, LLC added	Shares	+271.5K	+$20.8M	$32.4M
5	PENNEY FINANCIAL, LLC added	Shares	+168.0K	+$13.0M	$20.1M
6	Rise Advisors, LLC added	Shares	+158.4K	+$12.3M	$35.5M
7	BankPlus Wealth Management LLC new	Shares	+104.3K	+$8.1M	$8.1M
8	Central Pacific Bank - Trust Division added	Shares	+95.0K	+$7.3M	$21.8M
9	XY Planning Network, Inc. new	Shares	+94.5K	+$7.3M	$7.3M
10	Martel Wealth Advisors LLC added	Shares	+91.8K	+$6.9M	$129.2M
11	Essex LLC added	Shares	+81.4K	+$6.2M	$42.1M
12	Burton Enright Welch added	Shares	+77.8K	+$6.0M	$28.6M
13	Magnolia Wealth Management, LLC added	Shares	+73.6K	+$5.6M	$55.4M
14	Leonard Rickey Investment Advisors P.L.L.C. added	Shares	+57.8K	+$4.4M	$33.9M
15	Mills Wealth Advisors LLC added	Shares	+57.9K	+$4.4M	$39.7M
16	Mendota Financial Group, LLC added	Shares	+53.3K	+$4.1M	$8.4M
17	Cypress Point Wealth Management, LLC new	Shares	+47.8K	+$3.7M	$3.7M
18	MISSION WEALTH MANAGEMENT, LP added	Shares	+47.2K	+$3.6M	$11.7M
19	SJS Investment Consulting Inc. added	Shares	+47.2K	+$3.6M	$37.4M
20	Barry Investment Advisors, LLC added	Shares	+40.2K	+$3.1M	$14.0M
21	Plancorp, LLC added	Shares	+38.3K	+$2.9M	$5.1M
22	Investment Planning Advisors, Inc. added	Shares	+37.3K	+$2.8M	$31.1M
23	Enclave Advisors LLC added	Shares	+30.6K	+$2.4M	$6.1M
24	San Luis Wealth Advisors LLC added	Shares	+30.7K	+$2.3M	$24.5M
25	KPP Advisory Services LLC new	Shares	+30.0K	+$2.3M	$2.3M
26	KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT added	Shares	+24.0K	+$1.8M	$19.2M
27	Wolff Financial Management LLC added	Shares	+21.3K	+$1.6M	$16.3M
28	Greenline Wealth Management LLC new	Shares	+19.3K	+$1.5M	$1.5M
29	Envestnet Portfolio Solutions, Inc. added	Shares	+19.5K	+$1.4M	$42.8M
30	Quantum Financial Planning Services, Inc. added	Shares	+18.7K	+$1.4M	$29.9M
31	Compton Wealth Advisory Group, LLC added	Shares	+17.5K	+$1.3M	$15.8M
32	Conservest Capital Advisors, Inc. added	Shares	+15.6K	+$1.2M	$17.4M
33	SMITHBRIDGE ASSET MANAGEMENT INC/DE added	Shares	+15.0K	+$1.1M	$23.2M
34	CGN Advisors LLC added	Shares	+13.6K	+$1.0M	$25.8M
35	55 North Private Wealth, LLC added	Shares	+11.9K	+$908.5K	$4.9M
36	Kings Path Partners LLC added	Shares	+11.8K	+$859.5K	$7.3M
37	ShankerValleau Wealth Advisors, Inc. added	Shares	+10.8K	+$804.0K	$14.9M
38	SVB WEALTH LLC added	Shares	+10.7K	+$781.7K	$25.8M
39	GEN Financial Management, INC. added	Shares	+10.2K	+$771.3K	$9.2M
40	ORRSTOWN FINANCIAL SERVICES INC added	Shares	+10.9K	+$714.6K	$69.1M
41	First Citizens Asset Management, Inc. added	Shares	+9.4K	+$658.6K	$35.9M
42	Acropolis Investment Management, LLC added	Shares	+8.3K	+$598.5K	$23.0M
43	Twin Cities Retirement Group LLC added	Shares	+7.6K	+$581.2K	$1.8M
44	Dickmeyer Boyce Financial Management, Inc. added	Shares	+7.6K	+$580.2K	$3.2M
45	PFG Advisors added	Shares	+6.7K	+$515.0K	$908.8K
46	J.W. COLE ADVISORS, INC. new	Shares	+6.3K	+$483.3K	$483.3K
47	Bogart Wealth, LLC added	Shares	+5.8K	+$436.8K	$5.5M
48	AJ Advisors, LLC added	Shares	+5.8K	+$429.3K	$11.5M
49	OMNI 360 Wealth, Inc. added	Shares	+5.4K	+$407.4K	$5.8M
50	Echo45 Advisors LLC added	Shares	+5.0K	+$378.4K	$4.9M

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