VPLS VANGUARD MALVERN FDS
FollowETF (fund)
Filings received so far for Q3 2026: 12 13F filers report a position in VPLS shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
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 2026
Filers in the available 13F reports with a share position at 2026-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Insight Wealth Strategies, LLC | 309,237 | $22.9M | 2.26% | +7,530 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 162,834 | $12.1M | 0.09% | +91,313 | 13F-HRTimeline |
| Kaizen Financial Strategies | 48,952 | $3.62M | 1.43% | +1,931 | 13F-HRTimeline |
| STEPH & CO | 16,989 | $1.26M | 0.32% | +12,088 | 13F-HRTimeline |
| Westwind Capital | 12,546 | $929K | 0.22% | new | 13F-HRTimeline |
| LifeGoal Investments, LLC | 9,423 | $697K | 0.21% | +6,204 | 13F-HRTimeline |
| Breakwater Capital Group | 5,919 | $438K | 0.05% | -1,175 | 13F-HRTimeline |
| Longview Financial Advisors, Inc. | 5,810 | $430K | 0.25% | new | 13F-HRTimeline |
| Capital Planning LLC | 4,428 | $328K | 0.09% | 0 | 13F-HRTimeline |
| EASTERN BANK | 2,250 | $167K | <0.01% | 0 | 13F-HRTimeline |
| GILPIN WEALTH MANAGEMENT, LLC | 1,500 | $111K | 0.08% | 0 | 13F-HRTimeline |
| CoreCap Advisors, LLC | 0 | $72 | <0.01% | -1 | 13F-HRTimelineAmount filed as zero, left out of ratios. |