Who owns VANGUARD MALVERN FDS?
- Ticker: VPLS
- CUSIP Number: 922020755
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Analyze quarterly positions in Vanguard Malvern Fds with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Vanguard Malvern Fds stock
Who bought or sold VANGUARD MALVERN FDS this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| MorganRosel Wealth Management | 100k | $8.0M | 4% | Sep 2024 |
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| Fagan Associates | 94k | $7.5M | 1% | Sep 2024 |
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| Diversified Portfolios | 85k | $6.7M | 156% | Sep 2024 |
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| Landmark Wealth Management | 82k | $6.5M | 100% | Sep 2024 |
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| Panoramic Investment Advisors | 81k | $6.4M | 2677% | Sep 2024 |
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| Grant Street Asset Management | 50k | $3.9M | 0% | Sep 2024 |
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| Integrity Wealth Solutions | 23k | $1.8M | 14% | Sep 2024 |
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| Ausdal Financial Partners | 18k | $1.4M | 100% | Sep 2024 |
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| Jane Street | 13k | $1.1M | -34% | Sep 2024 |
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| Leavell Investment Management | 13k | $991k | 100% | Sep 2024 |
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| LPL Financial | 12k | $967k | 100% | Sep 2024 |
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| OMNI 360 Wealth | 9.3k | $738k | 74% | Sep 2024 |
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| Breakwater Capital Group | 8.5k | $674k | -2% | Sep 2024 |
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| Lakewood Asset Management | 8.2k | $653k | 63% | Sep 2024 |
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| Investment Advisory Group | 7.1k | $561k | 100% | Sep 2024 |
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| Kaizen Financial Strategies | 6.0k | $472k | 32% | Sep 2024 |
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| Stephenson National Bank & Trust | 5.9k | $467k | 303% | Sep 2024 |
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| GSG Advisors | 5.2k | $411k | 1% | Sep 2024 |
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| Oak Hill Wealth Advisors | 4.9k | $389k | 100% | Sep 2024 |
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| Principal Securities | 4.6k | $367k | 129% | Sep 2024 |
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| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3.7k | $292k | 100% | Sep 2024 |
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| Acorn Wealth Advisors | 3.0k | $228k | 0% | Jun 2024 |
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| Envestnet Asset Management | 2.9k | $227k | 8% | Sep 2024 |
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| Branch Banking & Trust Company | 2.7k | $202k | 0% | Jun 2024 |
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| Advisor Group Holdings | 1.7k | $131k | 263% | Sep 2024 |
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| North Star Investment Management | 333.00 | $27k | 1% | Sep 2024 |
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| Jones Financial Companies, L.L | 150.00 | $12k | 100% | Sep 2024 |
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| Harbour Investments | 50.00 | $4.0k | 0% | Sep 2024 |
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| Royal Bank of Canada | 28.00 | $2.0k | 100% | Sep 2024 |
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| Morgan Stanley | 1.00 | $128.000000 | 100% | Jun 2024 |
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Who sold out of Vanguard Malvern Fds?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| CBIZ Investment Advisory Services | Jun 2024 | 15.00 | $1.2k |