VANGUARD MALVERN FDS (VGMS)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

Loading ownership map...

Loading crowding analysis...

Loading snapshot...

Institutional Holders

Loading top holders...

No collected fundamentals to build a valuation model.

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

No collected fundamentals for a capital-allocation analysis.

No collected fundamentals for a debt & leverage analysis.

Ownership Map

Top 30 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Loading ownership map...

Crowding AnalysisCrowded

Holders29of 5,944

Avg: 68

Uncrowded78th percentileCrowded

Institutional Activity

Buy/Sell Ratio3.5x

55th percentile

21 buying6 selling

+6

New

-1

Closed

+330K

Net shares

Ownership Concentration

Top 5: 62.1%Top 10: 82.3%

DAHRING | CUSMANO21.0%

Holos Integrated Wealth17.0%

New Capital Management9.3%

Rialto Wealth Management,7.5%

D.B. Root & Company,7.3%

Others (24)37.9%

Loading crowding analysis...

Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

Crowding AnalysisCrowded

Holders29of 5,944

Avg: 68

Uncrowded78th percentileCrowded

Institutional Activity

Buy/Sell Ratio3.5x

55th percentile

21 buying6 selling

+6

New

-1

Closed

+330K

Net shares

Ownership Concentration

Top 5: 62.1%Top 10: 82.3%

DAHRING | CUSMANO21.0%

Holos Integrated Wealth17.0%

New Capital Management9.3%

Rialto Wealth Management,7.5%

D.B. Root & Company,7.3%

Others (24)37.9%

Crowding AnalysisCrowded

Holders29of 5,944

Avg: 68

Uncrowded78th percentileCrowded

Institutional Activity

Buy/Sell Ratio3.5x

55th percentile

21 buying6 selling

+6

New

-1

Closed

+330K

Net shares

Ownership Concentration

Top 5: 62.1%Top 10: 82.3%

DAHRING | CUSMANO21.0%

Holos Integrated Wealth17.0%

New Capital Management9.3%

Rialto Wealth Management,7.5%

D.B. Root & Company,7.3%

Others (24)37.9%

Institutional Trends (4 Quarters)

No trend data available for this metric.

Conviction-Weighted Ownership

Median weight: 0.80%Avg weight: 1.45%Max: 6.01%High conviction (>1%): 4

DAHRING | CUSMANO

Holos Integrated Wealth

New Capital Management

Rialto Wealth Management,

D.B. Root & Company,

Buska Wealth Management,

GSG Advisors

CITADEL ADVISORS

Arete Wealth Advisors,

JANE STREET GROUP,

Ownership Map

Top 30 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 30 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Not enough quarter-end price history for a performance view. (Run collect_prices.py for this ticker.)