News + Filings Key Docs Charts Ownership
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VANGUARD MALVERN FUNDS (VUVLX)
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Portfolio as of: |
| Name | Shares | Change | Value | % Port | % OS | Hist | Date |
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MORGAN STANLEY
| 15,910,289 | -427,542 | 754,465,988,000 | 0.07 | |
Hist
| 06/30/2023 |
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SEI INVESTMENTS CO
| 6,486,795 | 1,535 | 307,602,360,000 | 0.54 | |
Hist
| 06/30/2023 |
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BANK OF AMERICA CORP /DE/
| 5,569,714 | -1,230,870 | 264,115,828,000 | 0.03 | |
Hist
| 06/30/2023 |
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JPMORGAN CHASE & CO
| 4,961,487 | 3,818,082 | 235,273,714,000 | 0.03 | |
Hist
| 06/30/2023 |
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Valmark Advisers, Inc.
| 4,718,298 | -1,030,917 | 220,391,682,000 | 5.09 | |
Hist
| 12/31/2022 |
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Heritage Wealth Advisors
| 4,292,494 | 3,475 | 203,550,070,000 | 10.77 | |
Hist
| 06/30/2023 |
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WELLS FARGO & COMPANY/MN
| 3,501,579 | -188,161 | 166,044,877,000 | 0.05 | |
Hist
| 06/30/2023 |
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UBS Group AG
| 3,318,564 | -699,505 | 157,366,305,000 | 0.05 | |
Hist
| 06/30/2023 |
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
| 2,521,521 | 213,614 | 119,570,507,000 | 4.81 | |
Hist
| 06/30/2023 |
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GOLDMAN SACHS GROUP INC
| 2,264,813 | -70,539 | 108,303,400,000 | 0.02 | |
Hist
| 03/31/2023 |
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LPL Financial LLC
| 2,056,684 | -563,366 | 98,350,613,000 | 0.08 | |
Hist
| 03/31/2023 |
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ENVESTNET ASSET MANAGEMENT INC
| 2,070,821 | -72,688 | 98,198,343,000 | 0.04 | |
Hist
| 06/30/2023 |
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NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
| 1,851,896 | -353,964 | 87,816,882,000 | 0.11 | |
Hist
| 06/30/2023 |
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ALESCO ADVISORS LLC
| 1,732,187 | 19,506 | 82,140,302,000 | 2.95 | |
Hist
| 06/30/2023 |
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BUCKINGHAM STRATEGIC WEALTH, LLC
| 1,681,917 | 31,424 | 79,756,507,000 | 1.14 | |
Hist
| 06/30/2023 |
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Hirtle Callaghan & Co LLC
| 1,463,735 | 183,634 | 69,410,314,000 | 3.31 | |
Hist
| 06/30/2023 |
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Bank of New York Mellon Corp
| 1,364,110 | -17,317 | 64,686,080,000 | 0.01 | |
Hist
| 06/30/2023 |
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STIFEL FINANCIAL CORP
| 1,319,570 | 257,754 | 62,574,266,000 | 0.09 | |
Hist
| 06/30/2023 |
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ADVISOR GROUP HOLDINGS, INC.
| 1,307,474 | -432,834 | 61,970,579,000 | | |
Hist
| 06/30/2023 |
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FRANKLIN RESOURCES INC
| 1,294,082 | -206,025 | 61,365,369,000 | 0.03 | |
Hist
| 06/30/2023 |
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HighTower Advisors, LLC
| 1,264,335 | -84,697 | 59,947,000,000 | 0.12 | |
Hist
| 06/30/2023 |
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ROYAL BANK OF CANADA
| 1,259,553 | -443,403 | 59,729,000,000 | 0.02 | |
Hist
| 06/30/2023 |
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AMERIPRISE FINANCIAL INC
| 1,216,063 | -764,316 | 57,671,447,000 | 0.02 | |
Hist
| 06/30/2023 |
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Raymond James Financial Services Advisors, Inc.
| 1,217,854 | -485,166 | 56,885,684,000 | 0.11 | |
Hist
| 12/31/2022 |
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CAMBRIDGE ASSOCIATES LLC /MA/ /ADV
| 1,175,108 | 142,004 | 55,723,621,000 | 4.16 | |
Hist
| 06/30/2023 |
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Corient Private Wealth LLC
| 1,052,543 | 1,052,543 | 49,911,608,000 | 0.12 | |
Hist
| 06/30/2023 |
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Buckingham Strategic Partners
| 1,022,717 | 413,245 | 48,497,269,000 | 2.70 | |
Hist
| 06/30/2023 |
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Adventist Health System/ West
| 966,530 | 0 | 45,832,853,000 | 8.99 | |
Hist
| 06/30/2023 |
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GenTrust, LLC
| 845,682 | 845,682 | 39,501,787,000 | 3.52 | |
Hist
| 12/31/2022 |
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Alaska Permanent Capital Management
| 755,898 | 280,503 | 36,147,042,000 | 3.32 | |
Hist
| 03/31/2023 |
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Efficient Advisors, LLC
| 697,917 | 3,196 | 33,095,247,000 | 2.16 | |
Hist
| 06/30/2023 |
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Pacific Life Fund Advisors LLC
| 696,155 | 696,155 | 33,011,670,000 | 3.36 | |
Hist
| 06/30/2023 |
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Bleakley Financial Group, LLC
| 686,795 | 27,297 | 32,567,814,000 | 1.02 | |
Hist
| 06/30/2023 |
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STUDIO INVESTMENT MANAGEMENT LLC
| 656,320 | 26,508 | 31,122,698,000 | 8.71 | |
Hist
| 06/30/2023 |
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RAYMOND JAMES & ASSOCIATES
| 655,882 | -41,582 | 30,636,137,000 | 0.03 | |
Hist
| 12/31/2022 |
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