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Disclosery

VPLS VANGUARD MALVERN FDS

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ETF (fund)

171 managers (171 13F filers) reported a position in VPLS shares at 2026-06-30, 12,107,564 shares in all. 32 filers opened a position and 9 filers sold out during the quarter.

Managers
171
13F filers
171
New
32
Added
97
Reduced
19
Sold out
9
Shares held by filers
12,107,564

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,987,606$154M0.01%+362,84313F-HRTimelineGroup
LPL Financial LLC704,775$54.7M0.01%+60,92813F-HRTimeline
Betterment LLC582,358$45.2M0.08%+405,71713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA547,880$42.5M0.01%+457,24413F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.507,861$39.4M1.3%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.422,448$32.8M0.04%+54,88313F-HRTimelineGroup
Summit Financial, LLC366,127$28.4M0.31%+117,02013F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …305,536$23.7M3.32%+85,19413F-HRTimelineGroup
Insight Wealth Strategies, LLC301,707$23.3M2.27%-41,39913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC298,699$23.2M0.01%+131,34913F-HRTimelineGroup
Keystone Financial Group, Inc.292,988$22.7M11.93%+20,09213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP239,483$18.6M0.01%+79,73813F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC234,711$18.2M0.02%+65,81113F-HRTimelineGroup
Diversified Portfolios, Inc.232,499$18M1.31%+39,14113F-HRTimeline
WNY Asset Management, LLC219,860$17.1M1.53%-146,70313F-HRTimeline
Balance Wealth Partners LLC206,733$16M4.27%+17,16013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC170,399$13.2M0.02%+20,88313F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.165,370$12.8M0.47%+15,14813F-HRTimeline
ALPS ADVISORS INC159,805$12.4M0.06%new13F-HRTimeline
NavPoint Financial, Inc.151,332$11.7M4.35%+19,09913F-HRTimeline
Roehl & Yi Investment Advisors, LLC141,904$11M3.64%+37,41213F-HRTimeline
Lakewood Asset Management LLC141,422$11M6.02%+53,33213F-HRTimeline
Pasadena Private Wealth, LLC140,655$10.9M1.4%+6,73713F-HRTimeline
R. W. Roge & Company, Inc.127,432$9.88M4.19%+20,15713F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.125,340$9.72M0.97%+38,91213F-HRTimeline
Landmark Wealth Management, LLC121,511$9.43M2.26%+5,47713F-HRTimeline
Ausdal Financial Partners, Inc.117,526$9.12M0.36%+34,80113F-HRTimeline
VICUS CAPITAL112,939$8.76M0.57%+15,78513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…112,006$8.61M0.01%+35,08813F-HRTimeline
Harbor Group, Inc.103,659$8.04M0.94%+19,34313F-HRTimeline
FAGAN ASSOCIATES, INC.93,216$7.23M0.89%-42513F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC93,051$7.22M0.44%-23513F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC92,412$7.17M3.43%+3,95613F-HRTimeline
Beaird Harris Wealth Management, LLC90,080$6.99M0.44%+35,98813F-HRTimeline
Dynamic Advisor Solutions LLC88,830$6.89M0.2%+2,69413F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…88,372$6.85M0.04%+4,96513F-HRTimelineGroup
MorganRosel Wealth Management, LLC87,197$6.76M2.28%+4,97713F-HRTimeline
North Star Investment Management Corp.86,734$6.73M0.37%+4,37113F-HRTimeline
Integrity Wealth Solutions LLC81,997$6.36M2.35%+27513F-HRTimeline
Farther Finance Advisors, LLC71,521$5.55M0.04%+14,48713F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED70,369$5.46M0.33%+7,76313F-HRTimeline
Janney Montgomery Scott LLC65,232$5.06M0.01%-57613F-HRTimeline
Investment Advisory Group, LLC60,243$4.67M1.01%+13,08613F-HRTimeline
OLD MISSION CAPITAL LLC59,792$4.64M0.12%new13F-HRTimeline
Entruity Wealth, LLC59,771$4.64M3%new13F-HRTimeline
Beacon Pointe Advisors, LLC58,655$4.55M0.02%+9,47013F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …56,168$4.36M0.57%+4,56813F-HRTimeline
Red Mountain Financial, LLC55,952$4.34M3.64%+9,46913F-HRTimeline
CFO4Life Group, LLC54,803$4.25M0.57%-25613F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth49,818$3.86M0.03%+11,96813F-HRTimelineGroup
OMNI 360 Wealth, Inc.49,818$3.86M1.79%+11,96813F-HRTimeline
Grant Street Asset Management, Inc.47,209$3.66M0.6%+59913F-HRTimeline
Kaizen Financial Strategies47,021$3.63M1.43%+11,35413F-HRTimeline
SAGE RHINO CAPITAL LLC45,103$3.5M0.58%+10,05013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC38,694$3M<0.01%+2,31413F-HRTimelineGroup
DAHRING | CUSMANO LLC35,188$2.73M1.44%+11,42313F-HRTimeline
IFP Advisors, Inc34,123$2.65M0.05%+51013F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC33,652$2.61M0.79%-30113F-HRTimeline
Stonebridge Financial Planning Group, L…32,385$2.51M0.8%+6,01913F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd31,504$2.44M0.02%new13F-HRTimelineGroup
Arax Advisory Partners30,998$2.4M0.02%new13F-HRTimeline
Advyzon Investment Management, LLC29,121$2.26M0.16%+1,25013F-HRTimeline
Stonehearth Capital Management, LLC28,317$2.2M0.75%new13F-HRTimeline
Cogent Private Wealth, Inc.28,267$2.19M1.37%013F-HRTimeline
Triumph Capital Management27,666$2.15M0.39%-3,63513F-HRTimeline
Retirement Planning Group, LLC27,664$2.15M0.05%new13F-HRTimeline
HighTower Advisors, LLC26,712$2.07M<0.01%+1,38113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC26,071$2.02M<0.01%-48,66413F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…23,599$1.83M0.04%+21,70913F-HRTimelineGroup
Burton Enright Welch22,661$1.76M0.21%+4,31213F-HRTimeline
Heck Capital Advisors, LLC22,623$1.75M0.1%new13F-HRTimeline
D.A. DAVIDSON & CO.22,317$1.73M0.01%+45213F-HRTimeline
Topsail Wealth Management, LLC21,411$1.66M0.21%+15,02313F-HRTimeline
Confluence Wealth Services, Inc.21,264$1.65M0.05%+1,14313F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers19,063$1.48M<0.01%+4,36013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC18,855$1.46M<0.01%+14,19813F-HRTimelineGroup
Centurion Wealth Management LLC18,724$1.45M0.35%+613F-HRTimeline
Integrated Advisors Network LLC17,773$1.38M0.06%-1,14813F-HRTimeline
XY Planning Network, Inc.17,696$1.37M0.17%+79413F-HRTimeline
UBS Group AGin group UBS Group AG17,170$1.33M<0.01%+17,06613F-HRTimelineGroup
Strategic Family Wealth Counselors, L.L…16,319$1.27M0.29%-11,42713F-HRTimeline
BROOKS, MOORE & ASSOCIATES, INC.15,246$1.18M0.53%+10013F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC14,838$1.15M0.36%+6,98913F-HRTimeline
Creative Planningin group Creative Planning14,694$1.14M<0.01%+9,48713F-HRTimelineGroup
Bernardo Wealth Planning LLC14,296$1.11M0.19%new13F-HRTimeline
Cypress Point Wealth Management, LLC14,049$1.09M0.22%new13F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…12,848$997K0.01%new13F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.12,113$940K0.04%+35113F-HRTimelineGroup
ROBERTS GLORE & CO INC /IL/11,825$917K0.23%+1,87013F-HRTimeline
Cambridge Investment Research Advisors,…11,315$878K<0.01%-20813F-HR/ATimeline
GSG Advisors LLC11,213$870K0.19%+1,67213F-HRTimeline
Private Advisor Group, LLC10,816$839K<0.01%-4,56613F-HRTimeline
Financial Insights, Inc.9,745$756K0.2%+3,39313F-HRTimeline
Eldridge Investment Advisors, Inc.8,221$635K0.13%+2,67613F-HRTimeline
GatePass Capital, LLC8,026$623K0.24%new13F-HRTimeline
Bridgewealth Advisory Group, LLC7,754$602K0.11%+3,87513F-HRTimeline
Embree Financial Group7,681$596K0.06%+1,36313F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…7,516$583K0.17%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.7,100$551K0.01%+4,25713F-HRTimelineGroup
Breakwater Capital Group7,094$550K0.07%+48313F-HRTimeline
Platt Wealth Management LLC6,882$533K0.43%+1,67713F-HRTimeline
FIRST AMERICAN BANK6,844$531K0.03%+8313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC6,800$528K<0.01%013F-HRTimelineGroup
Verum Partners LLC6,701$520K0.08%-1,28613F-HRTimeline
Wilmington Savings Fund Society, FSB6,280$487K0.01%013F-HRTimeline
Firestone Capital Management5,999$465K0.09%+6713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC5,971$463K<0.01%+98913F-HRTimelineGroup
Strategic Blueprint, LLC5,968$463K0.02%new13F-HRTimeline
PRIVATE MANAGEMENT GROUP INC5,933$460K0.01%+1,44213F-HRTimeline
Principia Wealth Advisory, LLC5,846$454K0.23%+25413F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS5,526$428K0.04%new13F-HRTimeline
Parallel Advisors, LLC5,323$413K0.01%+52813F-HRTimeline
Steward Partners Investment Advisory, L…5,265$408K<0.01%+96513F-HRTimeline
ADVISORTRUST PARTNERS, LLC5,236$406K0.14%013F-HRTimeline
Yukon Wealth Management, Inc.4,988$387K0.11%013F-HRTimeline
STEPH & CO4,901$380K0.1%+1213F-HRTimeline
Acorn Wealth Advisors, LLC4,784$371K0.09%013F-HRTimeline
Keystone Financial Group4,753$369K0.02%-6013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…4,701$365K0.04%-26213F-HRTimeline
Aurora Private Wealth, Inc.4,645$360K0.23%+6413F-HRTimeline
MATHER GROUP, LLC.4,582$355K<0.01%+52613F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.4,514$350K<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC4,512$350K<0.01%new13F-HRTimeline
HB Wealth Management, LLC4,453$345K<0.01%new13F-HRTimeline
Gateway Wealth Partners, LLC4,431$344K0.02%new13F-HRTimeline
Capital Planning LLC4,428$344K0.1%013F-HRTimeline
Lantern Wealth Advisors, LLC4,325$336K0.15%+1,70013F-HRTimeline
Colter Lewis Investment Partners LLC4,088$317K0.14%013F-HRTimeline
INTEGRITY ALLIANCE, LLC.4,083$317K0.01%new13F-HRTimeline
Advisory Services Network, LLC4,029$313K<0.01%+1,36213F-HRTimeline
Krilogy Financial LLC4,000$310K0.01%013F-HRTimeline
Addison Advisors LLC3,406$264K0.12%new13F-HRTimeline
Soundwatch Capital LLC3,326$258K0.03%new13F-HRTimeline
LifeGoal Investments, LLC3,219$250K0.11%+3313F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI3,044$236K0.01%new13F-HRTimeline
MCF Advisors LLC2,970$230K0.01%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management2,953$229K<0.01%new13F-HRTimelineGroup
Financial Synergies Wealth Advisors, In…2,870$223K0.02%+3813F-HRTimeline
Pinnacle Financial Group, LLC / IL2,853$221K0.05%013F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC2,800$215K0.08%013F-HRTimeline
LJI Wealth Management, LLC2,737$212K0.03%+513F-HRTimeline
Jacobi Capital Management LLC2,619$203K0.01%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC2,600$202K<0.01%-1,50013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.2,336$181K<0.01%+1,08013F-HRTimeline
EASTERN BANK2,250$175K<0.01%new13F-HRTimeline
Joseph Group Capital Management2,180$169K0.04%+38513F-HRTimeline
Smartleaf Asset Management LLC1,877$146K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.1,760$137K<0.01%+1,13513F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC1,500$116K0.08%-12013F-HRTimeline
Burk Holdings LLC993$77K0.03%+413F-HRTimeline
TD Waterhouse Canada Inc.752$58K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.732$57K0.02%+10013F-HRTimeline
Blume Capital Management, Inc.700$54.3K0.01%new13F-HRTimeline
AE Wealth Management LLC640$49.6K<0.01%new13F-HRTimeline
First Pacific Financial630$48.9K0.01%new13F-HRTimeline
Signature Resources Capital Management,…611$47.4K0.02%new13F-HRTimeline
Tanglewood Legacy Advisors, LLC520$40.3K0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY433$33.6K<0.01%+113F-HRTimelineGroup
Medallion Wealth Advisors, LLC236$18.3K0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC219$17K<0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…179$13.9K<0.01%+213F-HRTimeline
Godfrey Financial Associates, Inc.138$10.7K0.01%013F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC112$8.67K<0.01%+213F-HRTimeline
Signature Equity Partners, LLC111$8.61K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…97$7.53K<0.01%-8213F-HRTimelineGroup
Continuum Advisory, LLC89$6.93K<0.01%new13F-HRTimeline
CBIZ Investment Advisory Services, LLC79$6.11K<0.01%013F-HRTimeline
Global Retirement Partners, LLC38$2.95K<0.01%13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$115<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC1$74<0.01%+113F-HRTimeline
Kozak & Associates, Inc.0$32<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.