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VANGUARD MALVERN FDS
VANGUARD MALVERN FDS. Institutional holdings reported to the SEC.

Institutional Holders (2015Q2)
Portfolio Summary: 120 Institutional holders with a total value of $781,529,106.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parallax Volatility Advisers, L.P. 1 0 0.00%
2 Barry Investment Advisors, LLC 509,020 0 0.00%
3 Alexandria Capital, LLC 14 1,000 0.00%
4 Catamount Wealth Management 37 2,000 0.00%
5 Madden Advisory Services, Inc. 54 2,000 0.00%
6 Crosspoint Capital Strategies, LLC 166 8,000 0.00%
7 WOODMONT INVESTMENT COUNSEL LLC 201 10,000 0.00%
8 CITIGROUP INC 206 10,000 0.00%
9 Orion Porfolio Solutions, LLC 308 15,000 0.00%
10 Covenant Multifamily Offices, LLC 330 16,000 0.00%
11 Winslow, Evans & Crocker, Inc. 512 24,926 0.00%
12 Burt Wealth Advisors 560 27,000 0.00%
13 Advisory Services Network, LLC 1,054 51,000 0.01%
14 BANK OF MONTREAL /CAN/ 1,530 74,000 0.01%
15 DUNCKER STREETT & CO INC 1,660 81,000 0.01%
16 North Star Investment Management Corp. 2,000 97,000 0.01%
17 MSI Financial Services Inc 2,809 137,000 0.02%
18 AMERICAN INTERNATIONAL GROUP, INC. 3,131 152,417 0.02%
19 Patten Group, Inc. 3,323 161,763 0.02%
20 M&T BANK CORP 4,301 209,000 0.03%
21 Mathes Company, Inc. 4,600 224,000 0.03%
22 CITY NATIONAL BANK 5,573 271,000 0.03%
23 CANANDAIGUA NATIONAL BANK & TRUST CO 5,625 274,000 0.04%
24 Zhang Financial LLC 5,776 281,000 0.04%
25 Bank of New York Mellon Corp 5,976 291,000 0.04%
26 HL FINANCIAL SERVICES LLC 6,060 295,000 0.04%
27 St. James Investment Company, LLC 6,260 305,000 0.04%
28 Cranbrook Wealth Management, LLC 6,422 313,000 0.04%
29 PNC FINANCIAL SERVICES GROUP, INC. 7,232 352,000 0.05%
30 Modera Wealth Management, LLC 7,230 352,000 0.05%
31 CAPE ANN SAVINGS BANK 7,867 382,000 0.05%
32 Somerset Group LLC 8,289 404,000 0.05%
33 MANAGED ACCOUNT ADVISORS LLC 8,507 414,000 0.05%
34 FDx Advisors, Inc. 10,109 492,000 0.06%
35 JANE STREET GROUP, LLC 10,583 515,000 0.07%
36 CABOT WEALTH MANAGEMENT INC 10,763 524,000 0.07%
37 Lourd Capital, LLC 10,858 529,000 0.07%
38 Evanson Asset Management, LLC 11,000 535,000 0.07%
39 Garde Capital, Inc. 11,599 565,000 0.07%
40 SPC Financial, Inc. 12,600 613,000 0.08%
41 IFC Holdings Incorporated/FL 12,618 615,000 0.08%
42 Narwhal Capital Management 14,485 705,000 0.09%
43 LADENBURG THALMANN FINANCIAL SERVICES INC. 14,562 709,000 0.09%
44 Klingman & Associates, LLC 14,900 725,000 0.09%
45 TRUST CO OF VERMONT 15,115 736,000 0.09%
46 Stratford Consulting, LLC 17,256 840,000 0.11%
47 Commonwealth Equity Services, Inc 17,325 843,000 0.11%
48 First Horizon Advisors, Inc. 17,355 844,000 0.11%
49 Cetera Advisor Networks LLC 17,844 864,000 0.11%
50 WASHINGTON TRUST BANK 17,757 864,000 0.11%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.