VANGUARD MALVERN FDS

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VSDB·922020730·US·etf·Unknown - Unknown

SHORT DURATION B

VSDB (VANGUARD MALVERN FDS) is held by 14 institutional investors as of Q1 2026. Largest holders: Integrated Wealth Concepts LLC ($4.3M), TD Waterhouse Canada Inc. ($2.1M), Sanctuary Advisors, LLC ($1.5M). Net institutional sentiment: Bullish.

14

Holders

Avg rating(3 Elite)

$14.8M

Total Value

71% (16)

Fund Consensus

10 buying - 4 selling

Smart Money Verdict

View all

59Mixed MomentumSingle Source

Institutional (13F)59

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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See how VSDB's score breaks down across 4 SEC sources

Holder Quality

3

★★★★★

Elite

7

★★★★

Strong

5

★★★

Solid

1

★★

Below

0

★

Weak

Held by 14 funds

3 elite

No recent insider, activist, or congressional trades found for this stock

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (14)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
IWIntegrated Wealth Concepts LLC	New	55,970	$4.3M	0.0%	-0.91%	37
TD Waterhouse Canada Inc.	Decreased	27,368(-8.0%)	$2.1M	0.0%	-0.51%	0
Sanctuary Advisors, LLC	Increased	20,198(+7.4%)	$1.5M	0.0%	+0.80%	28
COMMONWEALTH EQUITY SERVICES, LLC	Increased	18,632(+40.5%)	$1.4M	0.0%	-0.63%	34
JANE STREET GROUP, LLC	New	14,875	$1.1M	0.0%	-0.91%	35
CITADEL ADVISORS LLC	New	13,199	$1M	0.0%	-0.91%	35
AQR CAPITAL MANAGEMENT LLC	Unchanged	10,044	$765,855	0.0%	-0.51%	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	9,770(-15.3%)	$743,503	0.0%	-0.51%	0
Mariner, LLC	New	6,823	$519,024	0.0%	-0.91%	33
Kestra Advisory Services, LLC	Increased	6,719(+0.5%)	$512,337	0.0%	+0.77%	24
LPL Financial LLC	Increased	5,553(+78.8%)	$423,424	0.0%	-0.69%	36
Aptus Capital Advisors, LLC	New	3,074	$234,393	0.0%	-0.91%	32
Farther Finance Advisors, LLC	New	1,549	$117,782	0.0%	-0.91%	30
ROYAL BANK OF CANADA	Unchanged	70	$5,000	0.0%	+0.78%	0
GOLDMAN SACHS GROUP INC	Exited	0(-100.0%)	$559,145	0.0%	+0.41%	0
UBS Group AG	Exited	0(-100.0%)	$3,289	0.0%	+1.71%	0

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer