Filing Research | VANGUARD MALVERN FDS Institutional Holdings

Snapshot holdings

50 / 325 loaded

#		Instrument	quantity
1	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	5.1MSH	$258.5M
2	FIRST INTERSTATE BANK	Shares	1.6MSH	$78.8M
3	ARMSTRONG ADVISORY GROUP, INC	Shares	1.5MSH	$73.1M
4	Accredited Investors Inc.	Shares	1.0MSH	$51.0M
5	MOLLER WEALTH PARTNERS	Shares	807.5KSH	$40.6M
6	Leonard Rickey Investment Advisors P.L.L.C.	Shares	792.0KSH	$39.8M
7	FINANCIAL CONSULATE, INC	Shares	738.7KSH	$37.1M
8	Ethos Capital Management, Inc.	Shares	715.8KSH	$36.0M
9	Marotta Asset Management	Shares	667.2KSH	$33.0M
10	Arlington Financial Advisors, LLC	Shares	653.4KSH	$32.8M
11	DEFINE FINANCIAL, LLC	Shares	644.7KSH	$32.4M
12	NORTHWEST WEALTH MANAGEMENT, LLC	Shares	599.3KSH	$30.1M
13	Cornerstone National Bank & Trust Co	Shares	550.6KSH	$27.3M
14	Financial Solutions Advisory Group, Inc.	Shares	522.1KSH	$25.9M
15	WEBSTER BANK, N. A.	Shares	516.1KSH	$25.9M
16	Deane Retirement Strategies, Inc.	Shares	496.0KSH	$24.9M
17	Burton Enright Welch	Shares	422.7KSH	$21.2M
18	Chemistry Wealth Management LLC	Shares	422.4KSH	$21.2M
19	SJS Investment Consulting Inc.	Shares	420.2KSH	$21.1M
20	Brickley Wealth Management	Shares	414.6KSH	$20.8M
21	Fairway Wealth LLC	Shares	1.1MSH	$20.7M
22	Nova R Wealth, Inc.	Shares	385.5KSH	$19.4M
23	Prosperity Planning, Inc.	Principal	384.3KPRN	$19.3M
24	Farther Finance Advisors, LLC	Shares	365.1KSH	$18.3M
25	Emprise Bank	Shares	360.1KSH	$18.1M
26	LPWM LLC	Shares	359.2KSH	$18.0M
27	Apella Capital, LLC	Shares	362.9KSH	$18.0M
28	FARMERS & MERCHANTS INVESTMENTS INC	Shares	335.7KSH	$16.9M
29	ATMOS ADVISORY, LLC	Shares	313.9KSH	$15.8M
30	Verus Financial Partners, Inc.	Shares	286.8KSH	$14.4M
31	Baron Financial Group, LLC	Shares	273.4KSH	$13.7M
32	55 North Private Wealth, LLC	Shares	267.9KSH	$13.5M
33	Beaird Harris Wealth Management, LLC	Shares	266.4KSH	$13.4M
34	Vertrix Wealth Management, LLC	Shares	262.2KSH	$13.2M
35	ADVOCATE GROUP LLC	Shares	258.5KSH	$13.0M
36	Merit Financial Group, LLC	Shares	233.1KSH	$11.7M
37	FIDELIS iM, LLC	Shares	231.7KSH	$11.6M
38	Brady Martz Wealth Solutions, LLC	Shares	230.7KSH	$11.6M
39	Frisco Financial Planning LLC	Shares	220.2KSH	$11.1M
40	Kondo Wealth Advisors, Inc.	Shares	218.9KSH	$11.0M
41	Net Worth Advisory Group	Shares	218.6KSH	$11.0M
42	Financial & Tax Architects, LLC	Shares	211.2KSH	$10.6M
43	Aurelius Family Office LLC	Shares	211.1KSH	$10.6M
44	LifeWealth Investments, LLC	Shares	206.4KSH	$10.4M
45	Factor Wealth Management LTD	Shares	205.1KSH	$10.3M
46	Trust Co	Shares	198.4KSH	$10.0M
47	Magnus Financial Group LLC	Shares	197.8KSH	$9.9M
48	Sovereign Financial Group, Inc.	Shares	197.4KSH	$9.9M
49	SimpliFi, Inc.	Shares	189.0KSH	$9.5M
50	ShankerValleau Wealth Advisors, Inc.	Shares	188.7KSH	$9.5M

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

50 / 337 loaded

#		Instrument
1	ARMSTRONG ADVISORY GROUP, INC added	Shares	+1.4M	+$72.8M	$73.1M
2	Accredited Investors Inc. new	Shares	+1.0M	+$51.0M	$51.0M
3	Ethos Capital Management, Inc. new	Shares	+715.8K	+$36.0M	$36.0M
4	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+255.2K	+$14.2M	$258.5M
5	Net Worth Advisory Group new	Shares	+218.6K	+$11.0M	$11.0M
6	Bouvel Investment Partners, LLC new	Shares	+170.0K	+$8.5M	$8.5M
7	Deane Retirement Strategies, Inc. added	Shares	+112.9K	+$5.8M	$24.9M
8	SJS Investment Consulting Inc. added	Shares	+100.8K	+$5.2M	$21.1M
9	DEFINE FINANCIAL, LLC added	Shares	+78.4K	+$4.1M	$32.4M
10	Leonard Rickey Investment Advisors P.L.L.C. added	Shares	+74.7K	+$4.0M	$39.8M
11	Arlington Financial Advisors, LLC added	Shares	+62.4K	+$3.3M	$32.8M
12	Burton Enright Welch added	Shares	+55.7K	+$2.9M	$21.2M
13	Chemistry Wealth Management LLC added	Shares	+55.5K	+$2.9M	$21.2M
14	FIRST INTERSTATE BANK added	Shares	+48.0K	+$2.8M	$78.8M
15	Apollon Wealth Management, LLC added	Shares	+56.0K	+$2.8M	$3.1M
16	NORTHWEST WEALTH MANAGEMENT, LLC added	Shares	+52.6K	+$2.8M	$30.1M
17	Merit Financial Group, LLC added	Shares	+54.4K	+$2.8M	$11.7M
18	LPWM LLC added	Shares	+53.5K	+$2.8M	$18.0M
19	Brookwood Investment Group LLC added	Shares	+43.7K	+$2.2M	$4.3M
20	FINANCIAL CONSULATE, INC added	Shares	+32.7K	+$1.8M	$37.1M
21	Forum Financial Management, LP added	Shares	+36.0K	+$1.8M	$3.2M
22	Certified Advisory Corp added	Shares	+34.3K	+$1.8M	$7.1M
23	XY Planning Network, Inc. added	Shares	+30.8K	+$1.6M	$9.5M
24	55 North Private Wealth, LLC added	Shares	+29.2K	+$1.5M	$13.5M
25	Prosperity Planning, Inc. added	Principal	+26.9K	+$1.4M	$19.3M
26	MOLLER WEALTH PARTNERS added	Shares	+24.1K	+$1.4M	$40.6M
27	WEALTHCARE CAPITAL MANAGEMENT LLC new	Shares	+25.9K	+$1.3M	$1.3M
28	Marshall & Sterling Wealth Advisors Inc. added	Shares	+24.7K	+$1.2M	$1.4M
29	Financial & Tax Architects, LLC added	Shares	+23.6K	+$1.2M	$10.6M
30	Farther Finance Advisors, LLC added	Shares	+20.6K	+$1.2M	$18.3M
31	TRUST CO OF TOLEDO NA /OH/ new	Shares	+22.8K	+$1.1M	$1.1M
32	Friday Financial added	Shares	+23.8K	+$1.1M	$7.4M
33	Mirae Asset Global Investments Co., Ltd. added	Shares	+21.6K	+$1.1M	$5.9M
34	Nova R Wealth, Inc. added	Shares	+20.0K	+$1.1M	$19.4M
35	Discipline Wealth Solutions, LLC added	Shares	+21.2K	+$1.1M	$3.9M
36	ADVOCATE GROUP LLC added	Shares	+20.1K	+$1.1M	$13.0M
37	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors new	Shares	+21.2K	+$1.1M	$1.1M
38	Magnus Financial Group LLC added	Shares	+19.4K	+$1.0M	$9.9M
39	D.A. DAVIDSON & CO. added	Shares	+20.0K	+$1.0M	$4.0M
40	Conservest Capital Advisors, Inc. added	Shares	+19.5K	+$995.3K	$3.7M
41	Gilbert Capital Group, Inc. added	Shares	+18.9K	+$960.7K	$3.3M
42	VISTA INVESTMENT PARTNERS II, LLC new	Shares	+18.9K	+$947.4K	$947.4K
43	Capital Squared Financial LLC added	Shares	+18.3K	+$925.9K	$2.3M
44	DiNuzzo Private Wealth, Inc. added	Shares	+17.9K	+$897.7K	$915.3K
45	WEBSTER BANK, N. A. added	Shares	+14.1K	+$848.3K	$25.9M
46	Ifrah Financial Services, Inc. added	Shares	+16.3K	+$830.6K	$3.0M
47	Breakwater Capital Group added	Shares	+15.7K	+$823.0K	$7.2M
48	Factor Wealth Management LTD added	Shares	+14.1K	+$761.4K	$10.3M
49	J.W. COLE ADVISORS, INC. new	Shares	+15.0K	+$752.4K	$752.4K
50	Vertrix Wealth Management, LLC added	Shares	+12.8K	+$714.4K	$13.2M

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