Vanguard Malvern Fds (VGMS): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Vanguard Malvern Fds (VGMS) following the 2026 Q1 hedge fund 13F filings?

As of today, VGMS has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), VGMS gained nan% vs +15.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Vanguard Malvern Fds (VGMS)

29 + Investors. Track Smart Money conviction in VGMS. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — VGMS

Based on 29 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 3Q

For 3 consecutive quarters, more hedge funds added VGMS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

29 hedge funds hold VGMS right now — the highest count in 1.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🟢

More buyers than sellers — 78% buying

21 buying6 selling

Last quarter: 21 funds were net buyers (7 opened a brand new position + 14 added to an existing one). Only 6 were sellers (5 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.

⚠️

Fewer new buyers each quarter (-8 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 6 → 15 → 7. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔄

Mostly new holders — 93% entered in last year

■ 0% conviction (2yr+) ■ 7% medium ■ 93% new

Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

➡️

Steady discovery — ~7 new funds/quarter

6 → 15 → 7 new funds/Q

New funds entering each quarter: 6 → 15 → 7. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new

Of 29 current holders: 29 (100%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

📋

Smaller funds dominant — 8% AUM from top-100

8% from top-100 AUM funds

5 of 28 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

7.3

out of 10

High Exit Risk

Exit risk score 7.3/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	29	23	26.09%
13F Shares	912K	449K	103.13%
Total Value	$47M	$23M	100.85%
New Positions	7	15	-8
Increased Positions	14	6	+8
Closed Positions	1	0	+1
Reduced Positions	5	1	+4
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

26.09%

13F Shares

912K

449K

103.13%

Total Value

$47M

$23M

100.85%

New Positions

-8

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

29 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in VGMS. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 VGMS holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Dahring \| Cusmano LLC	6.01%	191,644	$9.8M
2	Holos Integrated Wealth LLC	4.01%	155,443	$7.9M
3	Buska Wealth Management, LLC	1.21%	59,255	$3.0M
4	New Capital Management LP	1.06%	84,586	$4.3M
5	D.B. Root & Company, LLC	0.81%	66,751	$3.4M
6	Rialto Wealth Management, LLC	0.78%	68,511	$3.5M
7	Afg Fiduciary Services Limited Partnership	0.56%	18,933	$965K
8	GSG Advisors LLC	0.53%	39,756	$2.0M
9	Sage Rhino Capital LLC	0.20%	21,366	$1.1M
10	Ballast Rock Private Wealth LLC	0.16%	5,772	$294K
11	Swisher Financial Concepts, Inc.	0.14%	4,845	$247K
12	Independence Asset Advisors, LLC	0.12%	6,629	$338K
13	CRA Financial Services, LLC	0.11%	17,086	$871K
14	Arete Wealth Advisors, LLC	0.10%	27,240	$1.4M
15	D'Orazio & Associates, Inc.	0.10%	15,325	$782K
16	New England Private Wealth Advisors LLC	0.03%	5,103	$260K
17	Modern Wealth Management, LLC	0.01%	14,870	$757K
18	Kestra Private Wealth Services, LLC	0.01%	15,122	$771K
19	Physician Wealth Advisors, Inc.	0.00%	448	$23K
20	Ancora Advisors LLC	0.00%	2,816	$144K
21	Beacon Pointe Advisors, LLC	0.00%	7,010	$358K
22	Commonwealth Equity Services, LLC	0.00%	9,735	$497K
23	Cwm, LLC	0.00%	1,951	$100K
24	Citadel Advisors LLC	0.00%	31,185	$1.6M
25	Jane Street Group, LLC	0.00%	26,997	$1.4M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Vanguard Malvern Fds (VGMS)

What does the Smart Money Trend signal show for VGMS?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added VGMS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for VGMS?

More buyers than sellers — 78% buying: Last quarter: 21 funds were net buyers (7 opened a brand new position + 14 added to an existing one). Only 6 were sellers (5 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for VGMS holders?

Smaller funds dominant — 8% AUM from top-100: 5 of 28 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held VGMS?

Mostly new holders — 93% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Vanguard Malvern Fds (VGMS) following the 2026 Q1 hedge fund 13F filings?

As of today, VGMS has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), VGMS has gained nan% vs +15.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Vanguard Malvern Fds (VGMS)

Smart Money Signals — VGMS

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

More buyers than sellers — 78% buying

Fewer new buyers each quarter (-8 vs last Q)

Mostly new holders — 93% entered in last year

Steady discovery — ~7 new funds/quarter

Early stage — 100% of holders entered in last year

Smaller funds dominant — 8% AUM from top-100

Institutional Sentiment Summary — VGMS

Hedge Fund Ownership: VGMS

Market Analysis: VGMS

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: VGMS

Is It Too Late to Buy Vanguard Malvern Fds (VGMS) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: VGMS

Statistics: VGMS

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Vanguard Malvern Fds (VGMS)

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