# VANGUARD MALVERN FDS (VPLS)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/VPLS/

- Reporting holders: 11
- Reported value: $42.0M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Insight Wealth Strategies, LLC](https://holderbook.com/funds/1749914-insight-wealth-strategies-llc/) | $22.9M | 309,237 | 2.3% | 3 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $12.1M | 162,834 | 0.1% | 5 |
| [Kaizen Financial Strategies](https://holderbook.com/funds/1842013-kaizen-financial-strategies/) | $3.6M | 48,952 | 1.4% | 5 |
| [STEPH & CO](https://holderbook.com/funds/941519-steph-co/) | $1.3M | 16,989 | 0.3% | 11 |
| [LifeGoal Investments, LLC](https://holderbook.com/funds/2054684-lifegoal-investments-llc/) | $697.4K | 9,423 | 0.2% | 4 |
| [Breakwater Capital Group](https://holderbook.com/funds/1964309-breakwater-capital-group/) | $438.0K | 5,919 | 0.1% | 12 |
| [Longview Financial Advisors, Inc.](https://holderbook.com/funds/1786915-longview-financial-advisors-inc/) | $430.0K | 5,810 | 0.2% | 1 |
| [Capital Planning LLC](https://holderbook.com/funds/1790688-capital-planning-llc/) | $327.7K | 4,428 | 0.1% | 8 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $166.5K | 2,250 | 0.0% | 2 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $111.0K | 1,500 | 0.1% | 4 |
| [Westwind Capital](https://holderbook.com/funds/1729269-westwind-capital/) | $929 | 12,546 | 0.2% | 1 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $72 | 0 | 0.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 11 | $42.0M |
| Q2 2026 | 171 | $941.3M |
| Q1 2026 | 148 | $690.4M |
| Q4 2025 | 131 | $460.8M |
| Q3 2025 | 103 | $373.3M |
| Q2 2025 | 87 | $248.7M |
| Q1 2025 | 75 | $171.4M |
| Q4 2024 | 53 | $87.8M |
| Q3 2024 | 33 | $52.0M |
| Q2 2024 | 23 | $27.3M |
| Q1 2024 | 17 | $13.1M |
| Q4 2023 | 3 | $1.8M |