VANGUARD MALVERN FDS (VSDB)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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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.

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

Ownership Map

Top 40 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

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Crowding AnalysisCrowded

Holders44of 5,944

Avg: 68

Uncrowded81th percentileCrowded

Institutional Activity

Buy/Sell Ratio5.33x

61th percentile

32 buying6 selling

+18

New

-2

Closed

+3.9M

Net shares

Ownership Concentration

Top 5: 90.5%Top 10: 94.2%

Orgel Wealth Management,82.8%

Beaird Harris Wealth Management,3.2%

CGN Advisors1.7%

Werba Rubin Papier Wealth Management1.6%

Integrated Wealth Concepts1.3%

Others (39)9.5%

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Ownership Map

Top 40 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 40 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

Institutional Trends (4 Quarters)

No trend data available for this metric.

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.

Crowding AnalysisCrowded

Holders44of 5,944

Avg: 68

Uncrowded81th percentileCrowded

Institutional Activity

Buy/Sell Ratio5.33x

61th percentile

32 buying6 selling

+18

New

-2

Closed

+3.9M

Net shares

Ownership Concentration

Top 5: 90.5%Top 10: 94.2%

Orgel Wealth Management,82.8%

Beaird Harris Wealth Management,3.2%

CGN Advisors1.7%

Werba Rubin Papier Wealth Management1.6%

Integrated Wealth Concepts1.3%

Others (39)9.5%

Crowding AnalysisCrowded

Holders44of 5,944

Avg: 68

Uncrowded81th percentileCrowded

Institutional Activity

Buy/Sell Ratio5.33x

61th percentile

32 buying6 selling

+18

New

-2

Closed

+3.9M

Net shares

Ownership Concentration

Top 5: 90.5%Top 10: 94.2%

Orgel Wealth Management,82.8%

Beaird Harris Wealth Management,3.2%

CGN Advisors1.7%

Werba Rubin Papier Wealth Management1.6%

Integrated Wealth Concepts1.3%

Others (39)9.5%

Conviction-Weighted Ownership

Median weight: 0.56%Avg weight: 1.04%Max: 5.73%High conviction (>1%): 2

Orgel Wealth Management,

Beaird Harris Wealth Management,

CGN Advisors

Werba Rubin Papier Wealth Management

Integrated Wealth Concepts

Keystone Financial Group,

Pinnacle Financial Group, LLC / IL

TD Waterhouse Canada

Robertson Stephens Wealth Management,

Sanctuary Advisors,

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