Q3 2025 13F Holders as of 9/30/2025
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Type / Class
-
Equity / SHORT DURATION B
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Number of holders
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17
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Total 13F shares, excl. options
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305K
-
Shares change
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+237K
-
Total reported value, excl. options
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$23.3M
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Value change
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+$18.2M
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Number of buys
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16
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Number of sells
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-3
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Price
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$76.64
Significant Holders of VANGUARD MALVERN FDS - SHORT DURATION B (VSDB) as of Q3 2025
19 filings reported holding VSDB - VANGUARD MALVERN FDS - SHORT DURATION B as of Q3 2025.
VANGUARD MALVERN FDS - SHORT DURATION B (VSDB) has 17 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 305K shares
.
Largest 10 shareholders include VESTOR CAPITAL, LLC (178K shares), Pinnacle Financial Group, LLC / IL (30.8K shares), Keystone Financial Group, Inc. (21K shares), Robertson Stephens Wealth Management, LLC (18.7K shares), Mills Wealth Advisors LLC (11.1K shares), Prospera Financial Services Inc (11K shares), CITADEL ADVISORS LLC (10.6K shares), Kestra Advisory Services, LLC (6.87K shares), North Star Investment Management Corp. (5.98K shares), and Werba Rubin Papier Wealth Management (3.98K shares).
This table shows the top 17 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.