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Disclosery

VPLS VANGUARD MALVERN FDS

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ETF (fund)

149 managers (149 13F filers) reported a position in VPLS shares at 2026-03-31, 8,906,338 shares in all. 36 filers opened a position and 15 filers sold out during the quarter.

Managers
149
13F filers
149
New
36
Added
74
Reduced
21
Sold out
15
Shares held by filers
8,906,338

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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/1,624,763$126M0.01%+437,52413F-HRTimelineGroup
LPL Financial LLC643,847$50M0.01%-14,65213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.367,565$28.5M0.04%+306,98313F-HRTimelineGroup
WNY Asset Management, LLC366,563$28.4M2.94%13F-HRTimeline
Insight Wealth Strategies, LLC343,106$26.6M2.97%new13F-HRTimeline
Keystone Financial Group, Inc.272,896$21.2M11.01%+91,40313F-HRTimeline
Summit Financial, LLC249,107$19.3M0.25%+11,16113F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …220,342$17.1M2.72%+39,45513F-HRTimelineGroup
Diversified Portfolios, Inc.193,358$15M1.23%+9,15913F-HRTimeline
Balance Wealth Partners LLC189,573$14.7M4.57%+59713F-HRTimeline
Betterment LLC176,641$13.7M0.03%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC168,900$13.1M0.02%+135,13313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC167,350$13M<0.01%+150,37013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP159,745$12.3M0.01%+61,38813F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.150,222$11.7M0.48%+25,70113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC149,516$11.6M0.02%+21,36313F-HRTimeline
Pasadena Private Wealth, LLC133,918$10.4M1.44%new13F-HRTimeline
NavPoint Financial, Inc.132,233$10.3M4.15%+45,08613F-HRTimeline
Landmark Wealth Management, LLC116,034$9M2.41%+23,99413F-HRTimeline
R. W. Roge & Company, Inc.107,275$8.32M3.97%+101,28613F-HRTimeline
Roehl & Yi Investment Advisors, LLC104,492$8.11M3.05%+17,62413F-HRTimeline
VICUS CAPITAL97,154$7.54M0.55%+54,88713F-HRTimeline
FAGAN ASSOCIATES, INC.93,641$7.27M1.01%-93013F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC93,286$7.24M0.39%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA90,636$7.03M<0.01%-114,64913F-HRTimelineGroup
PANORAMIC INVESTMENT ADVISORS, LLC88,456$6.86M3.71%+2,77613F-HR/ATimeline
Lakewood Asset Management LLC88,090$6.83M4.37%+17,44613F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.86,428$6.71M0.76%+49,21813F-HRTimeline
Dynamic Advisor Solutions LLC86,136$6.68M0.21%+4,21013F-HRTimeline
Harbor Group, Inc.84,316$6.54M0.95%+30,44513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…83,407$6.45M0.04%+6,52313F-HRTimelineGroup
Ausdal Financial Partners, Inc.82,725$6.42M0.29%+52,69013F-HRTimeline
North Star Investment Management Corp.82,363$6.39M0.39%+20,30713F-HRTimeline
MorganRosel Wealth Management, LLC82,220$6.38M2.52%-43,01313F-HRTimeline
Integrity Wealth Solutions LLC81,722$6.34M2.49%+7,90413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…76,918$5.96M0.01%+18,49613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC74,735$5.8M<0.01%new13F-HRTimelineGroup
Janney Montgomery Scott LLC65,808$5.11M0.01%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED62,606$4.86M0.36%+7,52013F-HRTimeline
Farther Finance Advisors, LLC57,034$4.41M0.04%+47,37913F-HRTimeline
CFO4Life Group, LLC55,059$4.27M0.65%+1,91113F-HRTimeline
Beaird Harris Wealth Management, LLC54,092$4.2M0.29%new13F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …51,600$4M0.62%+5,03113F-HRTimeline
Beacon Pointe Advisors, LLC49,185$3.82M0.02%+11,48413F-HRTimeline
Investment Advisory Group, LLC47,157$3.66M0.93%+7,66713F-HRTimeline
Grant Street Asset Management, Inc.46,610$3.62M0.7%-15813F-HRTimeline
Red Mountain Financial, LLC46,483$3.61M3.4%+25,10013F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth37,850$2.94M0.03%new13F-HRTimelineGroup
OMNI 360 Wealth, Inc.37,850$2.94M1.52%+9,58413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC36,380$2.82M<0.01%+8,14213F-HRTimelineGroup
Kaizen Financial Strategies35,667$2.78M1.18%+22,47913F-HRTimeline
SAGE RHINO CAPITAL LLC35,053$2.72M0.51%new13F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC33,953$2.63M0.92%+3,48813F-HRTimeline
IFP Advisors, Inc33,613$2.61M0.05%+30,16313F-HRTimeline
Triumph Capital Management31,301$2.43M0.49%+3,52613F-HRTimeline
U.S. Capital Wealth Advisors, LLC30,339$2.35M0.06%new13F-HRTimeline
OneDigital Investment Advisors LLC28,556$2.22M0.02%new13F-HRTimeline
Cogent Private Wealth, Inc.28,267$2.19M1.58%013F-HRTimeline
Advyzon Investment Management, LLC27,871$2.16M0.19%new13F-HRTimeline
Strategic Family Wealth Counselors, L.L…27,746$2.15M0.57%-98313F-HRTimeline
Stonebridge Financial Planning Group, L…26,366$2.05M0.75%+3,59313F-HRTimeline
HighTower Advisors, LLC25,331$1.97M<0.01%+3,51113F-HRTimeline
DAHRING | CUSMANO LLC23,765$1.84M1.13%new13F-HRTimeline
D.A. DAVIDSON & CO.21,865$1.7M0.01%+42013F-HRTimeline
Confluence Wealth Services, Inc.20,121$1.56M0.06%+15,96313F-HRTimeline
Integrated Advisors Network LLC18,921$1.47M0.08%new13F-HRTimeline
Centurion Wealth Management LLC18,718$1.45M0.33%+413F-HRTimeline
Burton Enright Welch18,349$1.42M0.19%+8,84813F-HRTimeline
XY Planning Network, Inc.16,902$1.31M0.21%+72513F-HRTimeline
Private Advisor Group, LLC15,382$1.19M0.01%+2,14213F-HRTimeline
BROOKS, MOORE & ASSOCIATES, INC.15,146$1.18M0.59%+4,40613F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers14,703$1.14M<0.01%new13F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.11,762$913K0.05%+73113F-HRTimelineGroup
Cambridge Investment Research Advisors,…11,523$894K<0.01%-10,42913F-HRTimeline
Westwind Capital11,316$878K0.21%+65013F-HRTimeline
ROBERTS GLORE & CO INC /IL/9,955$772K0.21%+58013F-HRTimeline
Wealthspire Advisors, LLC9,898$768K0.01%new13F-HRTimeline
GSG Advisors LLC9,541$740K0.19%+2,04613F-HRTimeline
Merit Financial Group, LLC8,342$647K<0.01%new13F-HRTimeline
Verum Partners LLC7,987$620K0.12%-12313F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC7,849$609K0.27%new13F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…7,516$583K0.2%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC6,800$528K<0.01%013F-HRTimelineGroup
FIRST AMERICAN BANK6,761$525K0.03%new13F-HRTimeline
Breakwater Capital Group6,611$513K0.07%-16213F-HRTimeline
Topsail Wealth Management, LLC6,388$496K0.07%new13F-HRTimeline
Financial Insights, Inc.6,352$493K0.16%+1,12813F-HRTimeline
Embree Financial Group6,318$490K0.06%new13F-HRTimeline
Wilmington Savings Fund Society, FSB6,280$487K0.01%013F-HRTimeline
Firestone Capital Management5,932$460K0.1%-36713F-HRTimeline
Principia Wealth Advisory, LLC5,592$434K0.25%+1113F-HRTimeline
Eldridge Investment Advisors, Inc.5,545$429K0.09%+46113F-HRTimeline
ADVISORTRUST PARTNERS, LLC5,236$406K0.17%new13F-HRTimeline
Creative Planningin group Creative Planning5,207$404K<0.01%+1,57413F-HRTimelineGroup
Platt Wealth Management LLC5,205$403K0.39%+1,81313F-HRTimeline
Yukon Wealth Management, Inc.4,988$387K0.23%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC4,982$387K<0.01%+1,46313F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…4,963$385K0.05%+1,34713F-HRTimeline
STEPH & CO4,889$379K0.11%-18613F-HRTimeline
Keystone Financial Group4,813$373K0.03%-8113F-HRTimeline
Parallel Advisors, LLC4,795$372K0.01%+65813F-HR/ATimeline
Acorn Wealth Advisors, LLC4,784$371K0.11%+3413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC4,657$361K<0.01%+3,84113F-HRTimelineGroup
Aurora Private Wealth, Inc.4,581$358K0.25%013F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.4,514$350K<0.01%13F-HRTimelineGroup
PRIVATE MANAGEMENT GROUP INC4,491$348K0.01%+79613F-HRTimeline
Capital Planning LLC4,428$344K0.11%+1,61613F-HRTimeline
Steward Partners Investment Advisory, L…4,300$334K<0.01%+813F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC4,100$318K0.01%013F-HRTimelineGroup
Colter Lewis Investment Partners LLC4,088$317K0.3%013F-HRTimeline
MATHER GROUP, LLC.4,056$315K<0.01%+88213F-HRTimeline
Krilogy Financial LLC4,000$312K0.01%013F-HRTimeline
Bridgewealth Advisory Group, LLC3,879$301K0.06%new13F-HRTimeline
LifeGoal Investments, LLC3,186$246K0.14%-5113F-HRTimeline
Atria Investments, Inc3,011$234K<0.01%-1,37013F-HRTimeline
MCF Advisors LLC2,970$230K0.01%+40013F-HRTimeline
PFG Investments, LLC2,864$222K0.01%new13F-HRTimeline
Pinnacle Financial Group, LLC / IL2,853$221K0.06%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.2,843$221K<0.01%new13F-HRTimelineGroup
Financial Synergies Wealth Advisors, In…2,832$220K0.02%+8913F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC2,800$217K0.1%013F-HRTimeline
LJI Wealth Management, LLC2,732$212K0.03%new13F-HRTimeline
Advisory Services Network, LLC2,667$207K<0.01%new13F-HRTimeline
Lantern Wealth Advisors, LLC2,625$204K0.1%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,890$147K0.01%new13F-HRTimelineGroup
Smartleaf Asset Management LLC1,877$145K0.01%new13F-HRTimeline
Joseph Group Capital Management1,795$139K0.03%+67713F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC1,620$126K0.1%-8013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,256$97.5K<0.01%+1,04413F-HRTimeline
Burk Holdings LLC989$76.7K0.03%new13F-HRTimeline
TD Waterhouse Canada Inc.752$58.1K<0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.632$49K0.02%013F-HRTimeline
Geneos Wealth Management Inc.625$48.5K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY432$33.5K<0.01%+39113F-HRTimelineGroup
Abound Wealth Management420$32.6K0.01%new13F-HRTimeline
WELLINGTON-ALTUS USA INC.375$29.1K0.02%-44813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…350$27.2K<0.01%new13F-HRTimelineGroup
Medallion Wealth Advisors, LLC236$18.3K0.01%-5113F-HRTimeline
Ashton Thomas Private Wealth, LLC219$17K<0.01%-9,02313F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…179$13.9K<0.01%new13F-HRTimelineGroup
PENSION & WEALTH MANAGEMENT ADVISORS, I…177$13.8K<0.01%+113F-HRTimeline
Godfrey Financial Associates, Inc.138$10.7K0.01%-31913F-HRTimeline
Signature Equity Partners, LLC111$8.61K<0.01%013F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC110$8.57K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG104$8.07K<0.01%new13F-HRTimelineGroup
CBIZ Investment Advisory Services, LLC79$6.11K<0.01%+113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC36$2.79K<0.01%013F-HRTimeline
CoreCap Advisors, LLC0$73<0.01%-20113F-HRTimelineAmount filed as zero, left out of ratios.
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$58<0.01%-3713F-HR/ATimelineGroup