Reported 81,809 shares, down 2,380 (2.8%) from the prior quarter.
Reported value -1.9%; share count -2.8% vs. the prior quarter.
Reported position value by quarter
Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.
| Date | Holding Value |
|---|---|
| 2021-12-31 | 1310700 |
| 2022-03-31 | 1305855 |
| 2022-06-30 | 1278060 |
| 2022-09-30 | 1226805 |
| 2022-12-31 | 2586566 |
| 2023-03-31 | 2781929 |
| 2023-06-30 | 1533089 |
| 2023-09-30 | 2431374 |
| 2023-12-31 | 3228750 |
| 2024-03-31 | 3817934 |
| 2024-06-30 | 4612319 |
| 2024-09-30 | 4617931 |
| 2024-12-31 | 4617380 |
| 2025-03-31 | 4845589 |
| 2025-06-30 | 4885792 |
| 2025-09-30 | 4925843 |
| 2025-12-31 | 4163993 |
| 2026-03-31 | 4086364 |
| 2026-06-30 | 4094251 |
| 2026-09-30 | 4141363 |
Quarterly position history
How this manager's reported quarter-end position changed over time.
| Quarter | Activity | Shares | Change | % of reported 13F | Reported value | Filed | Source filing |
|---|---|---|---|---|---|---|---|
| Q3 2026 | Added | 84,140 | +2,630 (3.2%) | 0.71% | $4,141,363 | 2026-10-13 | |
| Q2 2026 | Reduced | 81,510 | -299 (-0.4%) | 0.69% | $4,094,251 | 2026-07-20 | |
| Q1 2026 | Reduced | 81,809 | -2,380 (-2.8%) | 0.79% | $4,086,364 | 2026-05-05 | |
| Q4 2025 | Reduced | 84,189 | -13,102 (-13.5%) | 0.81% | $4,163,993 | 2026-01-21 | |
| Q3 2025 | Added | 97,291 | +100 (0.1%) | 0.98% | $4,925,843 | 2025-10-22 | |
| Q2 2025 | Added | 97,191 | +85 (0.1%) | 1.04% | $4,885,792 | 2025-07-23 | |
| Q1 2025 | Added | 97,106 | +1,745 (1.8%) | 1.1% | $4,845,589 | 2025-04-15 | |
| Q4 2024 | Added | 95,361 | +1,710 (1.8%) | 1.13% | $4,617,380 | 2025-02-14 | |
| Q3 2024 | Reduced | 93,651 | -1,370 (-1.4%) | 1.13% | $4,617,931 | 2024-10-15 | |
| Q2 2024 | Added | 95,021 | +15,298 (19.2%) | 1.2% | $4,612,319 | 2024-07-17 | |
| Q1 2024 | Added | 79,723 | +11,735 (17.3%) | 1.01% | $3,817,934 | 2024-04-15 | |
| Q4 2023 | Added | 67,988 | +16,563 (32.2%) | 0.91% | $3,228,750 | 2024-01-30 | |
| Q3 2023 | Added | 51,425 | +19,095 (59.1%) | 0.76% | $2,431,374 | 2023-12-18 | |
| Q2 2023 | Reduced | 32,330 | -25,845 (-44.4%) | 0.45% | $1,533,089 | 2023-12-18 | |
| Q1 2023 | Added | 58,175 | +2,800 (5.1%) | 0.86% | $2,781,929 | 2023-12-18 | |
| Q4 2022 | Added | 55,375 | +29,875 (117.2%) | 0.82% | $2,586,566 | 2023-12-18 | |
| Q3 2022 | Unchanged | 25,500 | 0 (0.0%) | 0.44% | $1,226,805 | 2023-12-19 | |
| Q2 2022 | Unchanged | 25,500 | 0 (0.0%) | 0.44% | $1,278,060 | 2023-12-19 | |
| Q1 2022 | Unchanged | 25,500 | 0 (0.0%) | 0.41% | $1,305,855 | 2023-12-19 | |
| Q4 2021 | Unchanged | 25,500 | 0 (0.0%) | 0.41% | $1,310,700 | 2023-12-20 | |
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Who else reported the position
983 managers reported VANGUARD MALVERN FDS for Q1 2026.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| LPL Financial LLC | Reduced | 17,789,030 | -701,306 | 0.24% | $888,562,021 | 52 qtrs |
| The Goldman Sachs Group Inc | Added | 11,678,894 | +1,312,057 | 0.07% | $583,360,763 | 51 qtrs |
| Valmark Advisers Inc | Added | 7,073,953 | +357,681 | 4.2% | $353,343,969 | 35 qtrs |
| MORGAN STANLEY | Added | 5,826,114 | +927,097 | 0.02% | $291,014,446 | 52 qtrs |
| SEI INVESTMENTS COMPANY | Reduced | 5,727,635 | -3,991,379 | 0.26% | $286,111,350 | 46 qtrs |
| CAMBRIDGE ASSOCIATES LLC MA ADV | Reduced | 5,447,681 | -197,980 | 4.34% | $272,111,671 | 26 qtrs |
| FMR LLC | Reduced | 4,942,565 | -149,290 | 0.01% | $246,881,124 | 30 qtrs |
| Empirical Financial Services LLC d b a Empirical Wealth Management | Added | 4,890,809 | +237,357 | 4.22% | $244,295,889 | 51 qtrs |
| Wealthfront Advisers LLC | Added | 4,855,031 | +1,221,608 | 0.53% | $242,508,777 | 30 qtrs |
| Focus Partners Wealth | Added | 4,602,849 | +348,132 | 0.26% | $229,912,375 | 8 qtrs |
Filing details and methodology As reported
- Report period
- March 31, 2026
- Filed
- May 05, 2026
- Filing type
- 13F-HR
- Position type
- STRM INFPROIDX
Voting authority reported
- Sole
- 0
- Shared
- 0
- None
- 81,809
“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.
Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.