VANGUARD MALVERN FDS
(922020805)
Funds Reporting Holdings of VANGUARD MALVERN FDS according to 13F filings
| Firm Name | Shares Held / Principal Amount | Market Value | Option | Report Period | Effectiveness Date |
|---|---|---|---|---|---|
| Quattro Advisors LLC | 4,200 | $207,547k | Jun 30, 2019 | Jul 26, 2019 | |
| Quattro Financial Advisors LLC | 4,200 | $207,547k | Jun 30, 2019 | Jul 26, 2019 | |
| Alesco Advisors LLC | 1,293,714 | $63,806k | Jun 30, 2019 | Aug 14, 2019 | |
| Beacon Capital Management Inc | 1,255,606 | $61,926k | Jun 30, 2019 | Jul 18, 2019 | |
| Beacon Capital Management LLC | 1,255,606 | $61,926k | Jun 30, 2019 | Jul 18, 2019 | |
| Modera Wealth Management LLC | 513,555 | $25,329k | Jun 30, 2019 | Aug 7, 2019 | |
| Janney Capital Management LLC | 495,694 | $24,448k | Jun 30, 2019 | Jul 29, 2019 | |
| Windham Capital Management LLC | 471,898 | $23,274k | Jun 30, 2019 | Aug 14, 2019 | |
| Barry Investment Advisors LLC | 455,739 | $22,477k | Jun 30, 2019 | Jul 26, 2019 | |
| The Jentner Corporation | 399,661 | $19,711k | Jun 30, 2019 | Jul 16, 2019 | |
| Morningstar Investment Management LLC | 391,187 | $19,293k | Jun 30, 2019 | Aug 5, 2019 | |
| Smith & Howard Wealth Management LLC | 356,931 | $17,604k | Jun 30, 2019 | Jul 23, 2019 | |
| Columbus Macro LLC | 308,029 | $15,192k | Jun 30, 2019 | Jul 16, 2019 | |
| Klingman and Associates LLC | 282,999 | $13,958k | Jun 30, 2019 | Jul 24, 2019 | |
| JMG Financial Group Ltd | 220,819 | $10,891k | Jun 30, 2019 | Aug 2, 2019 | |
| Futureadvisor Inc | 210,888 | $10,203k | Sep 30, 2015 | Nov 17, 2015 | |
| Abbrea Capital LLC | 194,701 | $9,603k | Jun 30, 2019 | Jul 31, 2019 | |
| Gradient Capital Advisors LLC | 146,143 | $7,208k | Jun 30, 2019 | Jul 16, 2019 | |
| Sensible Financial Planning and Management LLC | 118,142 | $5,827k | Jun 30, 2019 | Aug 7, 2019 | |
| Granite Group Advisors LLC | 115,516 | $5,697k | Jun 30, 2019 | Jul 23, 2019 | |
| Granite Investment Advisors LLC | 115,516 | $5,697k | Jun 30, 2019 | Jul 23, 2019 | |
| SPC Financial Inc | 113,167 | $5,581k | Jun 30, 2019 | Aug 1, 2019 | |
| Transamerica Financial Advisors Inc | 109,689 | $5,410k | Jun 30, 2019 | Aug 21, 2019 | |
| ALPS Advisors Inc | 105,273 | $5,192k | Jun 30, 2019 | Aug 7, 2019 | |
| The Fiduciary Group LLC | 97,646 | $4,816k | Jun 30, 2019 | Aug 14, 2019 | |
| The Northstar Group Inc | 97,605 | $4,814k | Jun 30, 2019 | Jul 12, 2019 | |
| Northstar Company LLC | 97,605 | $4,814k | Jun 30, 2019 | Jul 12, 2019 | |
| Phillips Financial Management LLC | 84,340 | $4,157k | Jun 30, 2019 | Aug 6, 2019 | |
| The Leuthold Group LLC | 83,939 | $4,140k | Jun 30, 2019 | Aug 14, 2019 | |
| CAMG Solamere Management LLC | 82,480 | $4,067k | Jun 30, 2019 | Aug 13, 2019 | |
| Bronfman EL Rothschild LP | 79,697 | $3,931k | Jun 30, 2019 | Aug 12, 2019 | |
| Lenox Wealth Advisors LLC | 79,124 | $3,902k | Jun 30, 2019 | Jul 12, 2019 | |
| White Lighthouse Investment Management Inc | 77,770 | $3,836k | Jun 30, 2019 | Jul 31, 2019 | |
| Cedar Wealth Management LLC | 67,578 | $3,333k | Jun 30, 2019 | Jul 24, 2019 | |
| Adviceperiod LLC | 61,768 | $3,046k | Jun 30, 2019 | Jul 22, 2019 | |
| Unison Advisors LLC | 31,345 | $1,546k | Jun 30, 2019 | Jul 11, 2019 | |
| Stratford Consulting LLC | 21,297 | $1,050k | Jun 30, 2019 | Aug 2, 2019 | |
| Mccollum Christoferson Group LLC | 20,060 | $989k | Jun 30, 2019 | Jul 11, 2019 | |
| BSW Wealth Partners LLC | 16,816 | $829k | Jun 30, 2019 | Aug 13, 2019 | |
| Successful Portfolios LLC | 16,699 | $824k | Jun 30, 2019 | Jul 11, 2019 | |
| Twin Focus Capital Partners LLC | 16,410 | $809k | Jun 30, 2019 | Aug 14, 2019 | |
| Willow Creek Wealth Management Inc | 15,636 | $771k | Jun 30, 2019 | Jul 22, 2019 | |
| Motley FOOL Wealth Management LLC | 14,931 | $736k | Jun 30, 2019 | Aug 14, 2019 | |
| EFG Asset Management Americas Corp | 13,018 | $725k | Jun 30, 2019 | Jul 9, 2019 | |
| REDW Stanley Financial Advisors LLC | 13,480 | $665k | Jun 30, 2019 | Aug 9, 2019 | |
| Summit Financial Strategies Inc | 12,486 | $616k | Jun 30, 2019 | Aug 8, 2019 | |
| Fairview Capital Investment Management LLC | 12,340 | $608k | Jun 30, 2019 | Aug 14, 2019 | |
| Beese Fulmer Investment Management Inc | 11,354 | $560k | Jun 30, 2019 | Jul 5, 2019 | |
| Highwater Wealth Management LLC | 10,878 | $536k | Jun 30, 2019 | Jul 18, 2019 | |
| Capital Investment Services of America Inc | 7,500 | $370k | Jun 30, 2019 | Jul 12, 2019 | |
| The Mathes Company Inc | 6,000 | $296k | Jun 30, 2019 | Jul 29, 2019 | |
| Chatham Capital Group Inc | 5,900 | $291k | Jun 30, 2019 | Jul 24, 2019 | |
| Aries Wealth Management LLC | 5,500 | $271k | Jun 30, 2019 | Jul 15, 2019 | |
| Cahill Financial Advisors Inc | 5,159 | $255k | Jun 30, 2019 | Aug 14, 2019 | |
| Private Harbour Investment Management & Counsel LLC | 4,676 | $231k | Jun 30, 2019 | Aug 6, 2019 | |
| ELM Advisors LLC | 4,570 | $225k | Jun 30, 2019 | Jul 3, 2019 | |
| Brand Asset Management Group Inc | 2,286 | $113k | Jun 30, 2019 | Jul 24, 2019 |