VSDB · Insider trading · 13F holders · Congress trades
Vanguard Malvern Fds (VSDB)
Who is buying and selling VSDB: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 11
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
VSDB at a glance
- No open-market insider purchases or sales of VSDB were filed in the last 90 days.
- 11 13F filers hold VSDB among their 50 largest positions, worth $674.5M combined. The biggest bets by portfolio weight are Orgel Wealth Management, LLC (11.7%), Keystone Financial Group, Inc. (3.4%) and Entruity Wealth, LLC (3.0%). In their latest 13Fs, 1 manager opened a new position and 5 added to one.
- No member of Congress has disclosed a trade in VSDB.
VSDB insider trading
No open-market insider purchases or sales of VSDB were filed in the last 90 days.
Who owns VSDB? Hedge funds and superinvestors
11 13F filers hold VSDB among their 50 largest positions, worth $674.5M combined. The biggest bets by portfolio weight are Orgel Wealth Management, LLC (11.7%), Keystone Financial Group, Inc. (3.4%) and Entruity Wealth, LLC (3.0%). In their latest 13Fs, 1 manager opened a new position and 5 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Orgel Wealth Management, LLCWealth manager | 11.7% | $619.3M | 8,294,431 | +1.2% shares | Q3 2026 |
| Beaird Harris Wealth Management, LLCWealth manager | 1.0% | $15.6M | 203,992 | +51.5% shares | Q2 2026 |
| CGN Advisors LLCWealth manager | 0.7% | $8.7M | 116,299 | +22.9% shares | Q3 2026 |
| Werba Rubin Papier Wealth ManagementWealth manager | 0.9% | $7.1M | 92,933 | +39.3% shares | Q2 2026 |
| Keystone Financial Group, Inc.Wealth manager | 3.4% | $6.4M | 85,323 | +41.5% shares | Q3 2026 |
| TD Capital Management LLCWealth manager | 0.5% | $6.2M | 81,727 | — | Q2 2026 |
| Entruity Wealth, LLCWealth manager | 3.0% | $4.6M | 60,268 | New | Q2 2026 |
| Pinnacle Financial Group, LLC / ILWealth manager | 0.8% | $3.3M | 44,452 | +9.2% shares | Q3 2026 |
| Worth Asset Management, LLCWealth manager | 0.6% | $1.9M | 25,509 | — | Q3 2026 |
| Englebert Financial Advisers, LLCWealth manager | 0.9% | $873K | 11,699 | -1.7% shares | Q3 2026 |
| Mills Wealth Advisors LLCWealth manager | 0.2% | $592K | 7,928 | -45.4% shares | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 7, Q2 2026: 4). Screen VSDB in the grand portfolio →
VSDB stock trades by members of Congress
No member of Congress has disclosed a trade in VSDB.
VSDB questions and answers
Are insiders buying VSDB stock?
No open-market insider purchases or sales of VSDB were filed in the last 90 days.
Which hedge funds own VSDB?
11 13F filers hold VSDB among their 50 largest positions, worth $674.5M combined. The biggest bets by portfolio weight are Orgel Wealth Management, LLC (11.7%), Keystone Financial Group, Inc. (3.4%) and Entruity Wealth, LLC (3.0%). In their latest 13Fs, 1 manager opened a new position and 5 added to one.
Has Congress traded VSDB?
No member of Congress has disclosed a trade in VSDB.
Who is the largest holder of VSDB?
Among 13F filers, Orgel Wealth Management, LLC reports the largest VSDB position, $619.3M (8,294,431 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Orgel Wealth Management, LLC's: 11.7% of its portfolio.
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