VANGUARD MALVERN FDS (VPLS)
Institutional ownership reported to the SEC as of Q2 2026, across 11 quarters.
161
Reporting holders
$874.4M
Reported value
0.0%
Held as options
+23
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $154.2M | 1,987,606 | 0.01% | 6q | +22.3%+$28.1M |
| LPL Financial LLC | $54.7M | 704,775 | 0.01% | 8q | +9.5%+$4.7M |
| ROYAL BANK OF CANADA | $42.5M | 547,880 | 0.01% | 8q | +504.5%+$35.5M |
| Johnson Financial Group, Inc. | $39.4M | 507,861 | 1.30% | new | NEW |
| OSAIC HOLDINGS, INC. | $32.8M | 422,448 | 0.04% | 10q | +14.9%+$4.3M |
| Summit Financial, LLC | $28.4M | 366,127 | 0.31% | 4q | +47.0%+$9.1M |
| First Commonwealth Financial Corp /PA/ | $23.7M | 305,536 | 3.32% | 4q | +38.7%+$6.6M |
| Insight Wealth Strategies, LLC | $23.3M | 301,707 | 2.27% | 2q | -12.1%-$3.2M |
| RAYMOND JAMES FINANCIAL INC | $23.2M | 298,699 | 0.01% | 6q | +78.5%+$10.2M |
| Keystone Financial Group, Inc. | $22.7M | 292,988 | 11.93% | 7q | +7.4%+$1.6M |
| JONES FINANCIAL COMPANIES LLLP | $18.6M | 239,483 | 0.01% | 8q | +49.9%+$6.2M |
| Mariner, LLC | $18.2M | 234,711 | 0.02% | 4q | +39.0%+$5.1M |
| Diversified Portfolios, Inc. | $18.0M | 232,499 | 1.31% | 10q | +20.2%+$3.0M |
| WNY Asset Management, LLC | $17.1M | 219,860 | 1.52% | 3q | -40.0%-$11.4M |
| Balance Wealth Partners LLC | $16.0M | 206,733 | 4.27% | 6q | +9.1%+$1.3M |
| COMMONWEALTH EQUITY SERVICES, LLC | $13.2M | 170,399 | 0.02% | 7q | +14.0%+$1.6M |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $12.8M | 165,370 | 0.47% | 8q | +10.1%+$1.2M |
| ALPS ADVISORS INC | $12.4M | 159,805 | 0.06% | new | NEW |
| NavPoint Financial, Inc. | $11.7M | 151,332 | 4.35% | 4q | +14.4%+$1.5M |
| Roehl & Yi Investment Advisors, LLC | $11.0M | 141,904 | 3.62% | 4q | +35.8%+$2.9M |
| Lakewood Asset Management LLC | $11.0M | 141,422 | 6.02% | 9q | +60.5%+$4.1M |
| Pasadena Private Wealth, LLC | $10.9M | 140,655 | 1.39% | 2q | +5.0%+$522.6K |
| HOWARD FINANCIAL SERVICES, LTD. | $9.7M | 125,340 | 0.97% | 4q | +45.0%+$3.0M |
| Landmark Wealth Management, LLC | $9.4M | 121,511 | 2.26% | 8q | +4.7%+$424.9K |
| Ausdal Financial Partners, Inc. | $9.1M | 117,526 | 0.36% | 8q | +42.1%+$2.7M |
| VICUS CAPITAL | $8.8M | 112,939 | 0.57% | 5q | +16.2%+$1.2M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $8.6M | 112,006 | 0.01% | 4q | +45.6%+$2.7M |
| Harbor Group, Inc. | $8.0M | 103,659 | 0.94% | 6q | +22.9%+$1.5M |
| FAGAN ASSOCIATES, INC. | $7.2M | 93,216 | 0.89% | 9q | HELD |
| EVOLVE PRIVATE WEALTH, LLC | $7.2M | 93,051 | 0.44% | 2q | HELD |
| PANORAMIC INVESTMENT ADVISORS, LLC | $7.2M | 92,412 | 3.43% | 9q | +4.5%+$306.9K |
| Beaird Harris Wealth Management, LLC | $7.0M | 90,080 | 0.44% | 2q | +66.5%+$2.8M |
| Dynamic Advisor Solutions LLC | $6.9M | 88,830 | 0.20% | 5q | +3.1%+$209.0K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $6.8M | 88,372 | 0.04% | 3q | +6.0%+$384.6K |
| MorganRosel Wealth Management, LLC | $6.8M | 87,197 | 2.28% | 10q | +6.1%+$386.1K |
| North Star Investment Management Corp. | $6.7M | 86,734 | 0.37% | 10q | +5.3%+$339.1K |
| Integrity Wealth Solutions LLC | $6.4M | 81,997 | 2.35% | 10q | HELD |
| Farther Finance Advisors, LLC | $5.5M | 71,521 | 0.04% | 4q | +25.4%+$1.1M |
| SILVER OAK SECURITIES, INCORPORATED | $5.5M | 70,369 | 0.33% | 7q | +12.4%+$602.2K |
| Investment Advisory Group, LLC | $4.7M | 60,243 | 1.01% | 8q | +27.7%+$1.0M |
| OLD MISSION CAPITAL LLC | $4.6M | 59,792 | 0.07% | new | NEW |
| Entruity Wealth, LLC | $4.6M | 59,771 | 3.00% | new | NEW |
| Beacon Pointe Advisors, LLC | $4.6M | 58,655 | 0.02% | 3q | +19.3%+$734.6K |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | $4.4M | 56,168 | 0.57% | 3q | +8.9%+$354.4K |
| Red Mountain Financial, LLC | $4.3M | 55,952 | 3.64% | 5q | +20.4%+$734.6K |
| CFO4Life Group, LLC | $4.3M | 54,803 | 0.57% | 7q | HELD |
| Focus Partners Advisor Solutions, LLC | $3.9M | 49,818 | 0.03% | 2q | +31.6%+$928.4K |
| OMNI 360 Wealth, Inc. | $3.9M | 49,818 | 1.79% | 10q | +31.6%+$928.4K |
| Grant Street Asset Management, Inc. | $3.7M | 47,209 | 0.60% | 9q | +1.3%+$46.5K |
| Kaizen Financial Strategies | $3.6M | 47,021 | 1.18% | 4q | +31.8%+$876.2K |
| SAGE RHINO CAPITAL LLC | $3.5M | 45,103 | 0.57% | 2q | +28.7%+$779.6K |
| Cerity Partners LLC | $3.0M | 38,694 | 0.00% | 3q | +6.4%+$179.5K |
| DAHRING | CUSMANO LLC | $2.7M | 35,188 | 1.44% | 2q | +48.1%+$886.1K |
| IFP Advisors, Inc | $2.6M | 34,123 | 0.05% | 5q | +1.5%+$39.6K |
| IAMS WEALTH MANAGEMENT, LLC | $2.6M | 33,652 | 0.79% | 3q | -0.9%-$23.4K |
| Stonebridge Financial Planning Group, LLC | $2.5M | 32,385 | 0.80% | 4q | +22.8%+$466.9K |
| Quadrature Capital Ltd | $2.4M | 31,504 | 0.02% | new | NEW |
| Arax Advisory Partners | $2.4M | 30,998 | 0.02% | new | NEW |
| Advyzon Investment Management, LLC | $2.3M | 29,121 | 0.16% | 2q | +4.5%+$97.0K |
| Stonehearth Capital Management, LLC | $2.2M | 28,317 | 0.75% | new | NEW |
| Cogent Private Wealth, Inc. | $2.2M | 28,267 | 1.37% | 3q | HELD |
| Triumph Capital Management | $2.1M | 27,666 | 0.39% | 5q | -11.6%-$282.0K |
| Retirement Planning Group, LLC | $2.1M | 27,664 | 0.05% | new | NEW |
| HighTower Advisors, LLC | $2.1M | 26,712 | 0.00% | 7q | +5.5%+$107.1K |
| CITADEL ADVISORS LLC | $2.0M | 26,071 | 0.00% | 2q | -65.1%-$3.8M |
| Ameritas Advisory Services, LLC | $1.8M | 23,599 | 0.04% | 2q | +1148.6%+$1.7M |
| Burton Enright Welch | $1.8M | 22,661 | 0.21% | 9q | +23.5%+$334.5K |
| Heck Capital Advisors, LLC | $1.8M | 22,623 | 0.10% | new | NEW |
| D.A. DAVIDSON & CO. | $1.7M | 22,317 | 0.01% | 4q | +2.1%+$35.1K |
| Topsail Wealth Management, LLC | $1.7M | 21,411 | 0.21% | 2q | +235.2%+$1.2M |
| Confluence Wealth Services, Inc. | $1.6M | 21,264 | 0.05% | 3q | +5.7%+$88.7K |
| Kestra Advisory Services, LLC | $1.5M | 18,855 | 0.00% | 3q | +304.9%+$1.1M |
| Centurion Wealth Management LLC | $1.5M | 18,724 | 0.35% | 4q | HELD |
| Integrated Advisors Network LLC | $1.4M | 17,773 | 0.06% | 2q | -6.1%-$89.1K |
| XY Planning Network, Inc. | $1.4M | 17,696 | 0.17% | 5q | +4.7%+$61.6K |
| UBS Group AG | $1.3M | 17,170 | 0.00% | 2q | +16409.6%+$1.3M |
| Strategic Family Wealth Counselors, L.L.C. | $1.3M | 16,319 | 0.29% | 7q | -41.2%-$886.5K |
| BROOKS, MOORE & ASSOCIATES, INC. | $1.2M | 15,246 | 0.53% | 3q | +0.7%+$7.8K |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | $1.2M | 14,838 | 0.36% | 2q | +89.0%+$542.2K |
| Creative Planning | $1.1M | 14,694 | 0.00% | 7q | +182.2%+$736.0K |
| Bernardo Wealth Planning LLC | $1.1M | 14,296 | 0.19% | new | NEW |
| Cypress Point Wealth Management, LLC | $1.1M | 14,049 | 0.22% | new | NEW |
| CITIZENS FINANCIAL GROUP INC/RI | $996.7K | 12,848 | 0.01% | new | NEW |
| StoneX Group Inc. | $939.7K | 12,113 | 0.04% | 5q | +3.0%+$27.2K |
| ROBERTS GLORE & CO INC /IL/ | $917.4K | 11,825 | 0.23% | 4q | +18.8%+$145.1K |
| GSG Advisors LLC | $869.9K | 11,213 | 0.19% | 10q | +17.5%+$129.7K |
| Private Advisor Group, LLC | $839.1K | 10,816 | 0.00% | 7q | -29.7%-$354.2K |
| Eldridge Investment Advisors, Inc. | $635.4K | 8,221 | 0.13% | 6q | +48.3%+$206.8K |
| GatePass Capital, LLC | $622.6K | 8,026 | 0.24% | new | NEW |
| Bridgewealth Advisory Group, LLC | $601.5K | 7,754 | 0.11% | 2q | +99.9%+$300.6K |
| Embree Financial Group | $595.9K | 7,681 | 0.06% | 2q | +21.6%+$105.7K |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | $583.1K | 7,516 | 0.17% | 5q | HELD |
| Stratos Wealth Partners, LTD. | $550.8K | 7,100 | 0.01% | 2q | +149.7%+$330.3K |
| Breakwater Capital Group | $550.3K | 7,094 | 0.07% | 11q | +7.3%+$37.5K |
| FIRST AMERICAN BANK | $530.9K | 6,844 | 0.03% | 2q | +1.2%+$6.4K |
| AQR CAPITAL MANAGEMENT LLC | $527.5K | 6,800 | 0.00% | 7q | HELD |
| Verum Partners LLC | $519.8K | 6,701 | 0.08% | 7q | -16.1%-$99.8K |
| Wilmington Savings Fund Society, FSB | $487.2K | 6,280 | 0.01% | 8q | HELD |
| Firestone Capital Management | $465.4K | 5,999 | 0.09% | 5q | +1.1%+$5.2K |
| ENVESTNET ASSET MANAGEMENT INC | $463.2K | 5,971 | 0.00% | 3q | +19.9%+$76.7K |
Showing the largest 100 of 169 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 161 | $874.4M | 11,274,314 | 32 | 82 | 15 | 0.0% |
| Q1 2026 | 138 | $659.6M | 8,502,688 | 34 | 67 | 19 | 0.0% |
| Q4 2025 | 121 | $441.4M | 5,650,131 | 25 | 68 | 6 | 0.0% |
| Q3 2025 | 99 | $359.6M | 4,580,377 | 25 | 42 | 16 | 0.0% |
| Q2 2025 | 79 | $223.1M | 2,869,071 | 17 | 40 | 11 | 0.0% |
| Q1 2025 | 70 | $157.6M | 2,033,168 | 21 | 31 | 9 | 0.0% |
| Q4 2024 | 50 | $80.1M | 1,053,747 | 17 | 19 | 5 | 0.0% |
| Q3 2024 | 32 | $45.5M | 568,729 | 9 | 16 | 3 | 0.9% |
| Q2 2024 | 23 | $27.3M | 358,811 | 8 | 10 | 1 | 0.0% |
| Q1 2024 | 17 | $13.1M | 170,298 | 15 | 2 | 0 | 0.0% |
| Q4 2023 | 3 | $1.8M | 23,788 | 3 | 0 | 0 | 0.0% |