VGMS — VANGUARD MALVERN FDS

Ownership history in D.B. Root & Company, LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which D.B. Root & Company, LLC reported a position in VANGUARD MALVERN FDS (VGMS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.72% (2025 Q4)
Avg. % of fund
0.72%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 57,234 — — 0.72% $3.0M $51.15
% of Fund (quarterly)    VGMS price (monthly, adj. close)

Other funds also holding VGMS

As of 2025 Q4 — sorted by position size

New Capital Management LP 3Y 7Y 1.31% DAHRING | CUSMANO LLC 0.74% AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 3Y 0.59% Buska Wealth Management, LLC 0.59% Ballast Rock Private Wealth LLC 0.18% Swisher Financial Concepts, Inc. 0.14% GSG Advisors LLC 0.09% Arete Wealth Advisors, LLC 3Y 7Y 0.07% CRA Financial Services, LLC 3Y 7Y 0.06% D'Orazio & Associates, Inc. 3Y 7Y 0.03%
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