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Disclosery

VPLS VANGUARD MALVERN FDS

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ETF (fund)

54 managers (54 13F filers) reported a position in VPLS shares at 2024-12-31, 1,155,812 shares in all. 20 filers opened a position and 3 filers sold out during the quarter.

Managers
54
13F filers
54
New
20
Added
20
Reduced
6
Sold out
3
Shares held by filers
1,155,812

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA145,274$11M<0.01%+145,24613F-HRTimelineGroup
Diversified Portfolios, Inc.105,106$7.99M0.87%+20,56013F-HRTimeline
MorganRosel Wealth Management, LLC105,023$7.98M2.62%+4,61313F-HRTimeline
FAGAN ASSOCIATES, INC.96,233$7.31M1.16%+2,06013F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC92,919$7.06M4.6%+12,04213F-HRTimeline
Landmark Wealth Management, LLC85,973$6.53M2.9%+3,94813F-HRTimeline
Grant Street Asset Management, Inc.50,883$3.87M1.01%+1,11313F-HRTimeline
CFO4Life Group, LLC50,416$3.83M0.67%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED46,905$3.57M0.33%new13F-HRTimeline
Keystone Financial Group, Inc.44,669$3.39M2.75%13F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …28,740$2.18M0.31%13F-HRTimeline
Integrity Wealth Solutions LLC27,663$2.1M1.18%+4,45813F-HRTimeline
Strategic Family Wealth Counselors, L.L…24,088$1.83M0.6%new13F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.22,553$1.71M0.08%+10,06213F-HRTimeline
LPL Financial LLC19,629$1.49M<0.01%+7,43413F-HRTimeline
Ausdal Financial Partners, Inc.18,753$1.43M0.12%+55513F-HRTimeline
Investment Advisory Group, LLC15,555$1.18M0.4%+8,48713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS13,757$1.05M<0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC13,133$998K<0.01%-24313F-HRTimelineGroup
OMNI 360 Wealth, Inc.12,031$914K0.61%+2,73313F-HR/ATimeline
Burton Enright Welch10,746$817K0.17%+7,72413F-HRTimeline
Lakewood Asset Management LLC10,573$803K0.55%+2,34013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC8,805$669K<0.01%new13F-HRTimeline
Breakwater Capital Group8,330$633K0.13%-17013F-HRTimeline
Westwind Capital7,287$554K0.12%new13F-HRTimeline
GSG Advisors LLC6,557$498K0.16%+1,37613F-HRTimeline
HighTower Advisors, LLC6,370$484K<0.01%new13F-HRTimeline
Wilmington Savings Fund Society, FSB6,280$477K0.01%013F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC5,805$441K0.11%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,677$431K<0.01%+5,52713F-HRTimelineGroup
STEPH & CO5,340$406K0.14%-55013F-HRTimeline
Principia Wealth Advisory, LLC4,704$357K0.34%13F-HRTimeline
Creative Planningin group Creative Planning4,152$316K<0.01%new13F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,085$310K0.01%-53913F-HRTimelineGroup
Acorn Wealth Advisors, LLC3,974$302K0.12%013F-HRTimeline
Private Advisor Group, LLC3,821$290K<0.01%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC3,808$289K<0.01%new13F-HRTimelineGroup
Verum Partners LLC3,656$278K0.08%new13F-HRTimeline
Ariadne Wealth Management, LP3,542$271K0.12%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC3,542$269K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,287$250K<0.01%+1,63413F-HR/ATimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…3,149$239K0.04%-53313F-HRTimeline
Capital Planning LLC2,918$222K0.06%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC2,855$217K<0.01%-713F-HRTimelineGroup
Moser Wealth Advisors, LLC2,850$217K0.11%new13F-HRTimeline
AE Wealth Management LLC2,209$168K<0.01%new13F-HRTimeline
Accredited Wealth Management, LLC850$64.6K0.06%13F-HRTimeline
Van Hulzen Asset Management, LLC603$45.8K<0.01%new13F-HRTimeline
North Star Investment Management Corp.339$25.7K<0.01%+613F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…156$11.9K<0.01%new13F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC105$7.95K<0.01%+213F-HRTimeline
MATHER GROUP, LLC.84$6.38K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.50$3.8K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.