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Disclosery

VPLS VANGUARD MALVERN FDS

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ETF (fund)

131 managers (131 13F filers) reported a position in VPLS shares at 2025-12-31, 5,898,203 shares in all. 29 filers opened a position and 7 filers sold out during the quarter.

Managers
131
13F filers
131
New
29
Added
73
Reduced
8
Sold out
7
Shares held by filers
5,898,203

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,187,239$92.7M0.01%+374,08013F-HRTimelineGroup
LPL Financial LLC658,499$51.4M0.01%+216,19613F-HRTimeline
Summit Financial, LLC237,946$18.6M0.27%+13,88213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA205,285$16M<0.01%+17,74613F-HRTimelineGroup
Balance Wealth Partners LLC188,976$14.8M4.74%+5,72513F-HRTimeline
Diversified Portfolios, Inc.184,199$14.4M1.2%+12,17613F-HRTimeline
Keystone Financial Group, Inc.181,493$14.2M7.42%+19,49213F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …180,887$14.1M2.33%+28,06613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC128,153$10M0.01%+51,07313F-HRTimeline
MorganRosel Wealth Management, LLC125,233$9.78M2.45%+3,10413F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.124,521$9.73M0.4%+38,03513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP98,357$7.68M<0.01%+41,61713F-HRTimelineGroup
FAGAN ASSOCIATES, INC.94,571$7.39M0.98%+65113F-HRTimeline
Landmark Wealth Management, LLC92,040$7.19M2.75%+5,88913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…90,827$7.09M0.01%new13F-HRTimelineGroup
NavPoint Financial, Inc.87,147$6.81M2.91%+61,01613F-HRTimeline
Roehl & Yi Investment Advisors, LLC86,868$6.79M2.71%+59,35413F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC85,680$6.69M3.64%+7,96513F-HRTimeline
Dynamic Advisor Solutions LLC81,926$6.4M0.21%+4,59313F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…76,884$6M0.04%new13F-HRTimelineGroup
Integrity Wealth Solutions LLC73,818$5.77M2.28%+11,40813F-HRTimeline
Lakewood Asset Management LLC70,644$5.52M3.24%+37,84113F-HRTimeline
Janney Capital Management LLC66,218$5.17M0.33%-1,43913F-HRTimeline
North Star Investment Management Corp.62,056$4.85M0.3%+30,52513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.60,582$4.73M0.01%+23,67013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…58,422$4.57M0.01%+19,71613F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED55,086$4.31M0.29%+8,62513F-HRTimeline
Catalyst Investment Management LLC53,981$4.22M3.99%13F-HRTimeline
Harbor Group, Inc.53,871$4.21M0.63%+15,41713F-HRTimeline
CFO4Life Group, LLC53,148$4.15M0.59%-1,93813F-HRTimeline
Grant Street Asset Management, Inc.46,768$3.65M0.74%+33013F-HRTimeline
RIA Advisory Group LLC46,569$3.64M0.88%+3,42213F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …46,569$3.64M0.59%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC45,714$3.57M<0.01%new13F-HRTimelineGroup
FLOW TRADERS U.S. LLC42,992$3.36M0.11%new13F-HRTimeline
VICUS CAPITAL42,267$3.3M0.25%+10,07913F-HRTimeline
Investment Advisory Group, LLC39,490$3.08M0.79%+8,94513F-HRTimeline
Beacon Pointe Advisors, LLC37,701$2.95M0.02%new13F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.37,210$2.91M0.34%+30,48313F-HRTimeline
Mariner, LLCin group Mariner, LLC33,767$2.64M<0.01%+5,01113F-HRTimelineGroup
IAMS WEALTH MANAGEMENT, LLC30,465$2.38M0.86%new13F-HRTimeline
Ausdal Financial Partners, Inc.30,035$2.35M0.11%+13213F-HRTimeline
Strategic Family Wealth Counselors, L.L…28,729$2.24M0.5%+19413F-HRTimeline
OMNI 360 Wealth, Inc.28,266$2.22M1.14%+13,27013F-HRTimeline
Cogent Private Wealth, Inc.28,267$2.21M1.68%13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC28,238$2.21M<0.01%new13F-HRTimelineGroup
Triumph Capital Management27,775$2.17M0.47%-4,30313F-HRTimeline
Stonebridge Financial Planning Group, L…22,773$1.78M0.64%+10,03713F-HRTimeline
Cambridge Investment Research Advisors,…21,952$1.72M<0.01%+2,22913F-HRTimeline
HighTower Advisors, LLC21,820$1.7M<0.01%+10,37413F-HRTimeline
D.A. DAVIDSON & CO.21,445$1.68M0.01%+86613F-HRTimeline
Red Mountain Financial, LLC21,383$1.67M1.64%+9,08813F-HRTimeline
Centurion Wealth Management LLC18,714$1.46M0.32%+1,00913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC16,980$1.33M<0.01%-84413F-HRTimelineGroup
XY Planning Network, Inc.16,177$1.26M0.22%+10,00013F-HRTimeline
Private Advisor Group, LLC13,240$1.03M<0.01%+9,36113F-HRTimeline
Kaizen Financial Strategies13,188$1.03M0.45%+1,51213F-HRTimeline
INTEGRITY ALLIANCE, LLC.11,119$869K0.03%new13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.11,031$862K0.04%+1,00013F-HRTimelineGroup
BROOKS, MOORE & ASSOCIATES, INC.10,740$839K0.41%new13F-HRTimeline
Westwind Capital10,666$833K0.17%+92413F-HRTimeline
Farther Finance Advisors, LLC9,655$754K0.01%+2,28313F-HRTimeline
Burton Enright Welch9,501$742K0.1%-413F-HRTimeline
ROBERTS GLORE & CO INC /IL/9,375$732K0.2%+6,24013F-HRTimeline
Ashton Thomas Private Wealth, LLC9,242$722K0.02%+8913F-HRTimeline
Yeomans Consulting Group, Inc.8,176$639K0.19%new13F-HRTimeline
Verum Partners LLC8,110$633K0.13%+1013F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…7,516$587K0.21%+3,17613F-HRTimeline
GSG Advisors LLC7,495$585K0.15%-1,06013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC6,800$531K<0.01%013F-HRTimelineGroup
Breakwater Capital Group6,773$529K0.07%+8513F-HRTimeline
Firestone Capital Management6,299$492K0.1%+8513F-HRTimeline
Wilmington Savings Fund Society, FSB6,280$491K0.01%013F-HRTimeline
R. W. Roge & Company, Inc.5,989$467K0.23%new13F-HRTimeline
Principia Wealth Advisory, LLC5,581$436K0.27%+13113F-HRTimeline
Prospera Financial Services Inc5,362$419K0.01%013F-HRTimeline
Financial Insights, Inc.5,224$408K0.14%new13F-HRTimeline
Eldridge Investment Advisors, Inc.5,084$397K0.09%+23713F-HRTimeline
STEPH & CO5,075$396K0.11%+24413F-HRTimeline
Yukon Wealth Management, Inc.4,988$389K0.22%013F-HRTimeline
Keystone Financial Group4,894$382K0.03%+9613F-HRTimeline
Acorn Wealth Advisors, LLC4,750$371K0.11%+2613F-HRTimeline
Aurora Private Wealth, Inc.4,581$358K0.24%13F-HRTimeline
Atria Investments, Inc4,381$342K<0.01%-91313F-HRTimeline
Steward Partners Investment Advisory, L…4,292$335K<0.01%013F-HRTimeline
Confluence Wealth Services, Inc.4,158$325K0.01%new13F-HRTimeline
Parallel Advisors, LLC4,137$323K0.01%+2,64913F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC4,100$320K0.01%+1,50013F-HRTimelineGroup
Colter Lewis Investment Partners LLC4,088$319K0.37%13F-HRTimeline
Krilogy Financial LLC4,000$314K0.01%013F-HRTimeline
PRIVATE MANAGEMENT GROUP INC3,695$289K0.01%+50113F-HRTimeline
Creative Planningin group Creative Planning3,633$284K<0.01%013F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…3,616$282K0.03%+21913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC3,519$275K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc3,450$269K0.01%+27413F-HRTimeline
Keystone Wealth Services, LLC3,428$268K0.06%new13F-HRTimeline
Platt Wealth Management LLC3,392$264K0.26%13F-HRTimeline
LifeGoal Investments, LLC3,237$252K0.17%new13F-HRTimeline
MATHER GROUP, LLC.3,174$248K<0.01%013F-HRTimeline
Canal Capital Management, LLC3,157$247K0.03%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…3,056$239K<0.01%new13F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,916$228K<0.01%new13F-HRTimelineGroup
Pinnacle Financial Group, LLC / IL2,853$223K0.06%-50613F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,821$220K<0.01%+1,50013F-HRTimelineGroup
Capital Planning LLC2,812$220K0.06%013F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC2,800$219K0.09%013F-HRTimeline
Financial Synergies Wealth Advisors, In…2,743$214K0.02%+5713F-HRTimeline
MCF Advisors LLC2,570$201K0.01%new13F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC1,700$133K0.11%13F-HRTimeline
Joseph Group Capital Management1,118$87.3K0.02%+36213F-HRTimeline
WELLINGTON-ALTUS USA INC.823$64.3K0.05%13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC816$63.7K<0.01%new13F-HRTimelineGroup
First Pacific Financial662$51.7K0.01%+1213F-HRTimeline
HAZLETT, BURT & WATSON, INC.632$49K0.02%new13F-HRTimeline
Geneos Wealth Management Inc.625$48.8K<0.01%+25013F-HRTimeline
Godfrey Financial Associates, Inc.457$35.7K0.03%13F-HRTimeline
Jessup Wealth Management, Inc386$30.1K0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC287$22.4K0.01%+713F-HRTimeline
HARBOUR INVESTMENTS, INC.212$16.6K<0.01%013F-HRTimeline
CoreCap Advisors, LLC201$15.7K<0.01%new13F-HRTimeline
COMERICA BANK179$14K<0.01%+213F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…176$13.8K<0.01%+313F-HRTimeline
Signature Equity Partners, LLC111$8.67K<0.01%13F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC110$8.57K<0.01%+213F-HRTimeline
CBIZ Investment Advisory Services, LLC78$6.1K<0.01%new13F-HRTimeline
Allworth Financial LP66$5.16K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY41$3.25K<0.01%+113F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN38$2.99K<0.01%+3813F-HRTimelineGroup
Global Retirement Partners, LLC38$2.97K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC36$2.81K<0.01%new13F-HRTimeline
SHP Wealth Management26$2.03K<0.01%13F-HRTimeline