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Disclosery

VPLS VANGUARD MALVERN FDS

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ETF (fund)

76 managers (76 13F filers) reported a position in VPLS shares at 2025-03-31, 2,211,907 shares in all. 23 filers opened a position and 2 filers sold out during the quarter.

Managers
76
13F filers
76
New
23
Added
36
Reduced
10
Sold out
2
Shares held by filers
2,211,907

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/357,941$27.8M<0.01%new13F-HRTimelineGroup
LPL Financial LLC258,169$20M0.01%+238,54013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA152,043$11.8M<0.01%+6,76913F-HR/ATimelineGroup
Diversified Portfolios, Inc.134,167$10.4M1.09%+29,06113F-HRTimeline
MorganRosel Wealth Management, LLC112,296$8.71M2.64%+7,27313F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC99,319$7.7M5.2%+6,40013F-HRTimeline
FAGAN ASSOCIATES, INC.94,923$7.36M1.23%-1,31013F-HRTimeline
Landmark Wealth Management, LLC84,050$6.52M2.88%-1,92313F-HRTimeline
Keystone Financial Group, Inc.84,995$6.52M4.59%+40,32613F-HRTimeline
Janney Capital Management LLC70,759$5.49M0.38%new13F-HRTimeline
CFO4Life Group, LLC53,483$4.15M0.7%+3,06713F-HRTimeline
Balance Wealth Partners LLC52,227$4.05M2.63%13F-HRTimeline
Grant Street Asset Management, Inc.51,836$4.02M0.98%+95313F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED50,417$3.9M0.37%+3,51213F-HR/ATimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC45,505$3.53M0.01%+32,37213F-HR/ATimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.45,212$3.51M0.17%+22,65913F-HRTimeline
RIA Advisory Group LLC41,123$3.19M1.04%new13F-HRTimeline
Integrity Wealth Solutions LLC37,072$2.88M1.56%+9,40913F-HRTimeline
Apexium Financial, LP27,426$2.13M0.13%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP25,815$2M<0.01%+20,13813F-HR/ATimelineGroup
Strategic Family Wealth Counselors, L.L…24,170$1.87M0.61%+8213F-HRTimeline
Ausdal Financial Partners, Inc.23,831$1.85M0.14%+5,07813F-HRTimeline
Investment Advisory Group, LLC21,179$1.64M0.55%+5,62413F-HRTimeline
Lakewood Asset Management LLC17,464$1.35M0.91%+6,89113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC13,086$1.01M<0.01%+4,28113F-HRTimeline
Burton Enright Welch11,995$930K0.19%+1,24913F-HRTimeline
L.M. KOHN & COMPANY11,817$917K0.24%new13F-HRTimeline
OMNI 360 Wealth, Inc.11,795$915K0.61%-23613F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC10,764$835K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.10,720$832K<0.01%+7,43313F-HRTimelineGroup
CGN Advisors LLC10,280$797K0.08%new13F-HRTimeline
Breakwater Capital Group8,363$649K0.12%+3313F-HRTimeline
Westwind Capital8,027$623K0.16%+74013F-HRTimeline
GSG Advisors LLC8,087$618K0.2%+1,53013F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …7,963$618K0.04%new13F-HRTimelineGroup
HighTower Advisors, LLC7,789$604K<0.01%+1,41913F-HRTimeline
Harbor Group, Inc.7,307$567K0.11%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC7,200$558K<0.01%+3,65813F-HRTimelineGroup
Family Investment Center, Inc.7,071$548K0.13%new13F-HRTimeline
Wilmington Savings Fund Society, FSB6,665$517K0.01%+38513F-HRTimeline
Moser Wealth Advisors, LLC6,500$504K0.26%+3,65013F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC5,940$461K0.11%+13513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS5,661$439K<0.01%-8,09613F-HRTimeline
Prospera Financial Services Inc5,362$416K0.01%new13F-HRTimeline
Principia Wealth Advisory, LLC4,981$381K0.37%+27713F-HRTimeline
STEPH & CO4,587$356K0.13%-75313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC4,402$341K<0.01%+59413F-HRTimelineGroup
Creative Planningin group Creative Planning4,152$322K<0.01%013F-HRTimelineGroup
Private Advisor Group, LLC4,028$312K<0.01%+20713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,085$310K0.01%013F-HRTimelineGroup
Acorn Wealth Advisors, LLC3,917$304K0.13%-5713F-HRTimeline
Verum Partners LLC3,658$284K0.08%+213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC3,462$269K<0.01%+60713F-HRTimelineGroup
Pinnacle Financial Group, LLC / IL3,359$261K0.09%new13F-HRTimeline
Eldridge Investment Advisors, Inc.3,220$250K0.06%new13F-HRTimeline
Ariadne Wealth Management, LP3,200$245K0.13%-34213F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…3,038$235K0.04%-11113F-HRTimeline
Cambridge Investment Research Advisors,…2,817$219K<0.01%new13F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC2,820$219K0.11%new13F-HRTimelineGroup
Capital Planning LLC2,812$218K0.06%-10613F-HRTimeline
Keystone Financial Group2,741$213K0.02%new13F-HRTimeline
Financial Synergies Wealth Advisors, In…2,594$201K0.02%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,588$201K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC2,100$163K<0.01%-10913F-HRTimeline
MATHER GROUP, LLC.1,464$114K<0.01%+1,38013F-HRTimeline
Steward Partners Investment Advisory, L…1,306$101K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.933$72.4K0.03%new13F-HRTimeline
Accredited Wealth Management, LLC850$65.9K0.06%013F-HRTimeline
North Star Investment Management Corp.341$26.5K<0.01%+213F-HRTimeline
UBS Group AGin group UBS Group AG232$18K<0.01%new13F-HRTimelineGroup
PENSION & WEALTH MANAGEMENT ADVISORS, I…157$12.2K<0.01%+113F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC105$8.17K<0.01%013F-HRTimeline
COMERICA BANK94$7.29K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.50$3.88K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$17<0.01%new13F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.