# VANGUARD MALVERN FDS SHOR DURA BD ETF

VANGUARD MALVERN FDS SHOR DURA BD ETF is a security (CUSIP 922020730) tracked across SEC portfolio filings. 53 institutional managers reported $703.2M on Form 13F as of 2026-06-30.

## Summary

- Issuer: VANGUARD MALVERN FDS
- Class: SHOR DURA BD ETF
- CUSIP: 922020730
- 13F holders: 53
- 13F value: $703.2M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 53 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [Orgel Wealth Management, LLC](https://search.stillhousedata.com/firm/168219) | ALTOONA, WI | $625.9M | 8,199,393 |
| [Beaird Harris Wealth Management, LLC](https://search.stillhousedata.com/firm/107238) | DALLAS, TX | $15.6M | 203,992 |
| [CGN Advisors LLC](https://search.stillhousedata.com/firm/159359) | MANHATTAN, KS | $7.2M | 94,661 |
| Werba Rubin Papier Wealth Management | SAN JOSE, CA | $7.1M | 92,933 |
| [TD Capital Management LLC](https://search.stillhousedata.com/firm/106125) | MEMPHIS, TN | $6.2M | 81,727 |
| [Keystone Financial Group, Inc.](https://search.stillhousedata.com/firm/129301) | ATLANTA, GA | $4.6M | 60,314 |
| [Integrated Wealth Concepts LLC](https://search.stillhousedata.com/firm/284656) | WALTHAM, MA | $4.3M | 55,970 |
| Bell Bank | FARGO, ND | $4.2M | 55,494 |
| [Pinnacle Financial Group, LLC / IL](https://search.stillhousedata.com/firm/116600) | WESTERN SPRINGS, IL | $3.1M | 40,697 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://search.stillhousedata.com/firm/8032) | WALTHAM, MA | $2.0M | 26,562 |
| TD Waterhouse Canada Inc. | TORONTO, A6 | $1.7M | 21,881 |
| [Robertson Stephens Wealth Management, LLC](https://search.stillhousedata.com/firm/289977) | San Francisco, CA | $1.6M | 21,227 |
| [Sanctuary Advisors, LLC](https://search.stillhousedata.com/firm/226606) | INDIANAPOLIS, IN | $1.5M | 20,198 |
| North Star Investment Management Corp. | CHICAGO, IL | $1.2M | 16,249 |
| JANE STREET GROUP, LLC | NEW YORK, NY | $1.1M | 14,875 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/922020730.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.