DAHRING | CUSMANO LLC VGMS β€” VANGUARD MALVERN FDS

Ownership history in DAHRING | CUSMANO LLC  Β·  3 quarters on record

AI Ownership Summary

DAHRING | CUSMANO LLC reported VANGUARD MALVERN FDS (VGMS) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 6.01% in 2026 Q1. The latest visible filing shows VGMS at 6.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VGMS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DAHRING | CUSMANO LLC's position in VANGUARD MALVERN FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VGMS was reported at 6.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.01% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How DAHRING | CUSMANO LLC held VGMS β€” position size vs. price
% of Fund (quarterly)    VGMS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 191,644 +170,994 +828.1% 6.01% $9.8M 2026-05-05 $51.16
2025 Q4 ADDED β€” β€” β€” 20,650 +13,463 +187.3% 0.74% $1.1M 2026-02-05 $50.97
2025 Q3 INITIATED β€” β€” β€” 7,187 β€” β€” 0.27% $372K 2025-11-07 $50.12

FAQ About DAHRING | CUSMANO LLC and VGMS

These are the practical questions this page is built to answer before you even open the full history table.

How long has DAHRING | CUSMANO LLC reported owning VGMS?

DAHRING | CUSMANO LLC reported VGMS across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported VGMS position in DAHRING | CUSMANO LLC's portfolio?

The largest reported portfolio weight for VGMS was 6.01% in 2026 Q1.

What is the latest reported VGMS position on this page?

The most recent filing on this page is 2026 Q1, when DAHRING | CUSMANO LLC reported 191,644 shares, equal to 6.01% of portfolio, with an estimated market value of $9.8M.

What does the chart on this VGMS ownership page compare?

The chart compares DAHRING | CUSMANO LLC's quarterly VGMS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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