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Disclosery

VPLS VANGUARD MALVERN FDS

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ETF (fund)

103 managers (103 13F filers) reported a position in VPLS shares at 2025-09-30, 4,754,579 shares in all. 25 filers opened a position and 7 filers sold out during the quarter.

Managers
103
13F filers
103
New
25
Added
49
Reduced
18
Sold out
7
Shares held by filers
4,754,579

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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/813,159$63.9M<0.01%+314,84913F-HR/ATimelineGroup
WNY Asset Management, LLC470,969$37M3.57%new13F-HRTimeline
LPL Financial LLC442,303$34.8M0.01%+97,62613F-HRTimeline
Summit Financial, LLC224,064$17.6M0.27%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA187,539$14.7M<0.01%+11,00813F-HRTimelineGroup
Balance Wealth Partners LLC183,251$14.4M3.56%+67,27613F-HRTimeline
Diversified Portfolios, Inc.172,023$13.5M1.19%+12,15713F-HRTimeline
Keystone Financial Group, Inc.162,001$12.7M7.18%+37,39013F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …152,821$12M2.01%new13F-HRTimelineGroup
MorganRosel Wealth Management, LLC122,129$9.6M2.49%+4,70913F-HRTimeline
FAGAN ASSOCIATES, INC.93,920$7.38M1.02%-46813F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.86,486$6.8M0.29%+25,96613F-HRTimeline
Landmark Wealth Management, LLC86,151$6.77M2.69%+4,03813F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC77,715$6.11M3.44%+4,99913F-HRTimeline
Dynamic Advisor Solutions LLC77,333$6.08M0.18%+2,73313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC77,080$6.06M0.01%+38,71413F-HRTimeline
Janney Capital Management LLC67,657$5.32M0.33%-1,62713F-HRTimeline
Apexium Financial, LP66,991$5.27M0.26%+2,80313F-HRTimeline
PFG Private Wealth Management, LLC62,410$4.91M2.19%new13F-HRTimeline
Integrity Wealth Solutions LLC62,410$4.91M2.19%+18,78513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP56,740$4.45M<0.01%+21,13613F-HRTimelineGroup
CFO4Life Group, LLC55,086$4.33M0.63%+2,65513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED46,461$3.65M0.27%-6,64113F-HRTimeline
Grant Street Asset Management, Inc.46,438$3.65M0.77%+23213F-HRTimeline
RIA Advisory Group LLC43,147$3.39M0.87%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…38,706$3.04M<0.01%new13F-HRTimeline
Harbor Group, Inc.38,454$3.02M0.48%+20,93213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.36,912$2.9M<0.01%+22,21413F-HRTimelineGroup
Lakewood Asset Management LLC32,803$2.58M1.56%+9,03313F-HRTimeline
VICUS CAPITAL32,188$2.53M0.19%+16,04213F-HRTimeline
Triumph Capital Management32,078$2.52M0.68%+2,86513F-HR/ATimeline
North Star Investment Management Corp.31,531$2.48M0.16%+22,18913F-HRTimeline
Investment Advisory Group, LLC30,545$2.4M0.65%+4,43113F-HRTimeline
Ausdal Financial Partners, Inc.29,903$2.35M0.11%+3,45313F-HRTimeline
Mariner, LLCin group Mariner, LLC28,756$2.26M<0.01%new13F-HRTimelineGroup
Strategic Family Wealth Counselors, L.L…28,535$2.24M0.58%+1,48113F-HRTimeline
Roehl & Yi Investment Advisors, LLC27,514$2.16M0.94%new13F-HRTimeline
NavPoint Financial, Inc.26,131$2.05M1.08%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC23,974$1.89M<0.01%new13F-HRTimelineGroup
OAK HILL WEALTH ADVISORS, LLC23,100$1.82M0.34%+11,73913F-HRTimeline
D.A. DAVIDSON & CO.20,579$1.62M0.01%new13F-HRTimeline
Cambridge Investment Research Advisors,…19,723$1.55M<0.01%+10,83813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC17,824$1.4M<0.01%-1,23913F-HRTimelineGroup
Centurion Wealth Management LLC17,705$1.39M0.32%new13F-HRTimeline
OMNI 360 Wealth, Inc.14,996$1.18M0.66%+1,39713F-HRTimeline
Stonebridge Financial Planning Group, L…12,736$1M0.38%new13F-HRTimeline
Red Mountain Financial, LLC12,295$967K0.98%+3,70013F-HRTimeline
Kaizen Financial Strategies11,676$918K0.41%new13F-HRTimeline
HighTower Advisors, LLC11,446$900K<0.01%+1,12313F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.10,031$789K0.03%-7713F-HRTimelineGroup
Westwind Capital9,742$766K0.16%+8113F-HRTimeline
Burton Enright Welch9,505$747K0.11%-30413F-HRTimeline
Ashton Thomas Private Wealth, LLC9,153$720K0.02%-40813F-HRTimeline
GSG Advisors LLC8,555$672K0.18%+40913F-HRTimeline
Verum Partners LLC8,100$637K0.14%-58313F-HRTimeline
Farther Finance Advisors, LLC7,372$580K0.01%new13F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …7,307$573K0.02%-5813F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC6,800$535K<0.01%+2,80013F-HRTimelineGroup
HOWARD FINANCIAL SERVICES, LTD.6,727$529K0.06%new13F-HRTimeline
Breakwater Capital Group6,688$526K0.08%-1,66413F-HRTimeline
Wilmington Savings Fund Society, FSB6,280$494K0.01%-37213F-HR/ATimeline
Firestone Capital Management6,214$489K0.11%+2,36313F-HRTimeline
XY Planning Network, Inc.6,177$481K0.16%013F-HRTimeline
Principia Wealth Advisory, LLC5,450$429K0.31%-1713F-HRTimeline
Prospera Financial Services Inc5,362$422K0.01%013F-HRTimeline
Atria Investments, Inc5,294$416K<0.01%+713F-HRTimeline
Yukon Wealth Management, Inc.4,988$392K0.13%013F-HRTimeline
Eldridge Investment Advisors, Inc.4,847$381K0.09%-4813F-HRTimeline
STEPH & CO4,831$380K0.12%013F-HRTimeline
Keystone Financial Group4,798$377K0.03%+1,25013F-HR/ATimeline
Acorn Wealth Advisors, LLC4,724$371K0.12%+71213F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…4,340$341K0.12%013F-HRTimeline
Steward Partners Investment Advisory, L…4,292$337K<0.01%013F-HRTimeline
Krilogy Financial LLC4,000$313K0.01%new13F-HRTimeline
Private Advisor Group, LLC3,879$305K<0.01%-15413F-HRTimeline
Creative Planningin group Creative Planning3,633$286K<0.01%+713F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…3,397$267K0.03%+35813F-HRTimeline
Pinnacle Financial Group, LLC / IL3,359$264K0.08%013F-HRTimeline
Family Investment Center, Inc.3,279$258K0.05%-20813F-HRTimeline
PRIVATE MANAGEMENT GROUP INC3,194$251K0.01%new13F-HRTimeline
IFP Advisors, Inc3,176$250K0.01%+2,03613F-HR/ATimeline
MATHER GROUP, LLC.3,174$250K<0.01%-5113F-HRTimeline
ROBERTS GLORE & CO INC /IL/3,135$247K0.07%new13F-HRTimeline
Capital Planning LLC2,812$221K0.06%013F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC2,800$220K0.1%new13F-HRTimeline
Financial Synergies Wealth Advisors, In…2,686$211K0.02%+5213F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC2,600$204K<0.01%013F-HRTimelineGroup
Accredited Wealth Management, LLC8,501$155K0.12%+7,65113F-HRTimeline
Parallel Advisors, LLC1,488$117K<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,321$104K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG758$59.6K<0.01%+40713F-HRTimelineGroup
Joseph Group Capital Management756$59.4K0.02%new13F-HRTimeline
First Pacific Financial650$51.1K0.01%+213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC642$50.5K<0.01%+1113F-HRTimelineGroup
Geneos Wealth Management Inc.375$29.5K<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC280$22K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.212$16.7K<0.01%+16213F-HRTimeline
COMERICA BANK177$13.9K<0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…173$13.6K<0.01%+1413F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC108$8.48K<0.01%+113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY40$3.15K<0.01%-25113F-HR/ATimelineGroup
CVA Family Office, LLC3$236<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$26<0.01%-35913F-HRTimelineGroupAmount filed as zero, left out of ratios.