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Disclosery

VPLS VANGUARD MALVERN FDS

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ETF (fund)

88 managers (88 13F filers) reported a position in VPLS shares at 2025-06-30, 3,021,100 shares in all. 20 filers opened a position and 8 filers sold out during the quarter.

Managers
88
13F filers
88
New
20
Added
46
Reduced
15
Sold out
8
Shares held by filers
3,021,100

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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/498,310$38.8M<0.01%+140,36913F-HRTimelineGroup
LPL Financial LLC344,677$26.8M0.01%+86,50813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA176,531$13.7M<0.01%+24,48813F-HR/ATimelineGroup
Diversified Portfolios, Inc.159,866$12.4M1.19%+25,69913F-HRTimeline
Keystone Financial Group, Inc.124,611$9.6M6.11%+39,61613F-HRTimeline
MorganRosel Wealth Management, LLC117,420$9.14M2.49%+5,12413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC115,995$9.02M0.01%+70,49013F-HRTimelineGroup
Balance Wealth Partners LLC115,975$9.02M5.28%+63,74813F-HRTimeline
FAGAN ASSOCIATES, INC.94,388$7.34M1.14%-53513F-HRTimeline
Landmark Wealth Management, LLC82,113$6.39M2.72%-1,93713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…76,202$5.93M0.01%new13F-HR/ATimelineGroup
Dynamic Advisor Solutions LLC74,600$5.8M0.18%new13F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC72,716$5.66M3.47%-26,60313F-HRTimeline
Janney Capital Management LLC69,284$5.39M0.35%-1,47513F-HRTimeline
Apexium Financial, LP64,188$4.99M0.26%+36,76213F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.60,520$4.71M0.21%+15,30813F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED53,102$4.13M0.34%+2,68513F-HRTimeline
CFO4Life Group, LLC52,431$4.08M0.64%-1,05213F-HRTimeline
Grant Street Asset Management, Inc.46,206$3.59M0.81%-5,63013F-HRTimeline
Integrity Wealth Solutions LLC43,625$3.39M1.65%+6,55313F-HRTimeline
FLOW TRADERS U.S. LLC38,602$3M0.11%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC38,366$2.98M<0.01%+25,28013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP35,604$2.76M<0.01%+9,78913F-HRTimelineGroup
Triumph Capital Management29,213$2.27M0.68%new13F-HR/ATimeline
Strategic Family Wealth Counselors, L.L…27,054$2.1M0.6%+2,88413F-HRTimeline
Ausdal Financial Partners, Inc.26,450$2.06M0.14%+2,61913F-HRTimeline
Investment Advisory Group, LLC26,114$2.03M0.62%+4,93513F-HRTimeline
Lakewood Asset Management LLC23,770$1.85M1.24%+6,30613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC19,063$1.48M<0.01%+8,29913F-HRTimelineGroup
Harbor Group, Inc.17,522$1.36M0.24%+10,21513F-HRTimeline
VICUS CAPITAL16,146$1.26M0.1%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.14,698$1.14M<0.01%+3,97813F-HR/ATimelineGroup
OMNI 360 Wealth, Inc.13,599$1.06M0.66%+1,80413F-HR/ATimeline
Moser Wealth Advisors, LLC11,810$919K0.44%+5,31013F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC11,361$874K0.18%+5,42113F-HRTimeline
HighTower Advisors, LLC10,323$803K<0.01%+2,53413F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.10,108$786K0.04%new13F-HRTimelineGroup
Burton Enright Welch9,809$763K0.13%-2,18613F-HRTimeline
Westwind Capital9,661$752K0.15%+1,63413F-HRTimeline
Ashton Thomas Private Wealth, LLC9,561$744K0.03%new13F-HRTimeline
North Star Investment Management Corp.9,342$727K0.05%+9,00113F-HRTimeline
Cambridge Investment Research Advisors,…8,885$691K<0.01%+6,06813F-HRTimeline
Verum Partners LLC8,683$676K0.16%+5,02513F-HRTimeline
Red Mountain Financial, LLC8,595$669K0.74%new13F-HR/ATimeline
Breakwater Capital Group8,352$650K0.11%-1113F-HRTimeline
GSG Advisors LLC8,146$634K0.18%+5913F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …7,365$572K0.02%-59813F-HRTimelineGroup
Wilmington Savings Fund Society, FSB6,652$518K0.01%-1313F-HRTimeline
XY Planning Network, Inc.6,177$481K0.16%new13F-HRTimeline
L.M. KOHN & COMPANY5,697$443K0.12%-6,12013F-HRTimeline
Principia Wealth Advisory, LLC5,467$425K0.36%+48613F-HRTimeline
Aurora Private Wealth, Inc.5,447$424K0.31%new13F-HRTimeline
Prospera Financial Services Inc5,362$417K0.01%013F-HRTimeline
Atria Investments, Inc5,287$411K<0.01%new13F-HRTimeline
Yukon Wealth Management, Inc.4,988$388K0.14%new13F-HRTimeline
Eldridge Investment Advisors, Inc.4,895$379K0.08%+1,67513F-HRTimeline
STEPH & CO4,831$376K0.12%+24413F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…4,340$338K0.13%new13F-HRTimeline
Steward Partners Investment Advisory, L…4,292$334K<0.01%+2,98613F-HRTimeline
Private Advisor Group, LLC4,033$314K<0.01%+513F-HRTimeline
Acorn Wealth Advisors, LLC4,012$312K0.12%+9513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC4,000$311K<0.01%-3,20013F-HRTimelineGroup
Firestone Capital Management3,851$300K0.07%new13F-HRTimeline
Creative Planningin group Creative Planning3,626$282K<0.01%-52613F-HRTimelineGroup
Keystone Financial Group3,548$276K0.02%+80713F-HRTimeline
Haverford Trust Co3,500$272K<0.01%new13F-HRTimeline
Family Investment Center, Inc.3,487$271K0.06%-3,58413F-HRTimeline
Pinnacle Financial Group, LLC / IL3,359$261K0.09%013F-HRTimeline
MATHER GROUP, LLC.3,225$251K<0.01%+1,76113F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…3,039$236K0.03%+113F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC2,820$219K0.1%013F-HRTimelineGroup
Capital Planning LLC2,812$219K0.07%013F-HRTimeline
Financial Synergies Wealth Advisors, In…2,634$205K0.02%+4013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC2,600$202K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc1,140$88.7K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.1,114$86.5K0.05%+18113F-HRTimeline
Accredited Wealth Management, LLC850$66.1K0.05%013F-HRTimeline
First Pacific Financial648$50.4K0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC631$49.1K<0.01%-3,45413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN359$27.9K<0.01%+35913F-HRTimelineGroup
UBS Group AGin group UBS Group AG351$27.3K<0.01%+11913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY291$22.6K<0.01%new13F-HRTimelineGroup
Medallion Wealth Advisors, LLC280$21.7K0.01%new13F-HRTimeline
COMERICA BANK177$13.8K<0.01%+8313F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…159$12.4K<0.01%+213F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC107$8.29K<0.01%+213F-HRTimeline
HARBOUR INVESTMENTS, INC.50$3.89K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.