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 |
|---|---|---|---|---|---|
| Bank of America Corporation | 1.6M | $126M | 100% | Mar 2026 |
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| LPL Financial | 644k | $50M | -2% | Mar 2026 |
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| Advisor Group Holdings | 368k | $29M | 507% | Mar 2026 |
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| WNY Asset Management | 367k | $28M | 100% | Mar 2026 |
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| Insight Wealth Strategies | 302k | $23M | -12% | Jun 2026 |
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| Keystone Financial Group | 273k | $21M | 50% | Mar 2026 |
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| Summit Financial | 249k | $19M | 5% | Mar 2026 |
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| Diversified Portfolios | 233k | $18M | 20% | Jun 2026 |
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| First Commonwealth Financial Corporation | 220k | $17M | 22% | Mar 2026 |
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| Balance Wealth | 190k | $15M | 0% | Mar 2026 |
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| Betterment | 177k | $14M | 100% | Mar 2026 |
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| Commonwealth Equity Services | 170k | $13M | 14% | Jun 2026 |
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| Mariner Wealth Advisors | 169k | $13M | 400% | Mar 2026 |
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| Raymond James Financial | 167k | $13M | 886% | Mar 2026 |
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| Leavell Investment Management | 165k | $13M | 10% | Jun 2026 |
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| ALPS Advisors | 160k | $12M | 100% | Jun 2026 |
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| Jones Financial Companies, L.L | 160k | $12M | 62% | Mar 2026 |
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| NavPoint Financial | 151k | $12M | 14% | Jun 2026 |
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| Lakewood Asset Management | 141k | $11M | 61% | Jun 2026 |
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| Pasadena Private Wealth | 134k | $10M | 100% | Mar 2026 |
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| Howard Financial Services | 125k | $9.7M | 45% | Jun 2026 |
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| Landmark Wealth Management | 116k | $9.0M | 26% | Mar 2026 |
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| PFG Financial Advisors | 113k | $8.8M | 16% | Jun 2026 |
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| R. W. Roge & Company | 107k | $8.3M | 1691% | Mar 2026 |
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| Roehl & Yi Investment Advisors | 105k | $8.1M | 100% | Mar 2026 |
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| Evolve Private Wealth | 93k | $7.2M | 100% | Mar 2026 |
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| Fagan Associates | 93k | $7.2M | 0% | Jun 2026 |
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| Royal Bank of Canada | 91k | $7.0M | 100% | Mar 2026 |
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| Beaird Harris Wealth Management | 90k | $7.0M | 67% | Jun 2026 |
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| Dynamic Advisors Solutions | 89k | $6.9M | 3% | Jun 2026 |
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| Panoramic Investment Advisors | 89k | $6.9M | 3% | Mar 2026 |
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| North Star Investment Management | 87k | $6.7M | 5% | Jun 2026 |
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| Harbor Group | 84k | $6.5M | 57% | Mar 2026 |
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| United Capital Financial Advisers | 83k | $6.5M | 8% | Mar 2026 |
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| Ausdal Financial Partners | 83k | $6.4M | 175% | Mar 2026 |
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| MorganRosel Wealth Management | 82k | $6.4M | -34% | Mar 2026 |
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| Integrity Wealth Solutions | 82k | $6.4M | 0% | Jun 2026 |
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| Citadel Advisors | 75k | $5.8M | 100% | Mar 2026 |
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| Farther Finance Advisors | 72k | $5.5M | 25% | Jun 2026 |
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| Janney Montgomery Scott | 65k | $5.1M | -1% | Jun 2026 |
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| Silver Oak Securities | 63k | $4.9M | 14% | Mar 2026 |
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| Investment Advisory Group | 60k | $4.7M | 28% | Jun 2026 |
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| CFO4Life | 55k | $4.3M | 4% | Mar 2026 |
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| Cornerstone Advisors Asset Management | 52k | $4.0M | 11% | Mar 2026 |
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| Buckingham Strategic Partners | 50k | $3.9M | 32% | Jun 2026 |
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| Beacon Pointe Advisors | 49k | $3.8M | 30% | Mar 2026 |
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| Grant Street Asset Management | 47k | $3.7M | 1% | Jun 2026 |
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| Kaizen Financial Strategies | 47k | $3.6M | 32% | Jun 2026 |
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| Red Mountain Financial | 47k | $3.6M | 117% | Mar 2026 |
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| Sage Rhino Capital | 45k | $3.5M | 29% | Jun 2026 |
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| OMNI 360 Wealth | 38k | $2.9M | 34% | Mar 2026 |
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| HPM Partners | 36k | $2.8M | 29% | Mar 2026 |
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| Dahring | Cusmano | 35k | $2.7M | 48% | Jun 2026 |
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| Iams Wealth Management | 34k | $2.6M | -1% | Jun 2026 |
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| IFP Advisors | 34k | $2.6M | 874% | Mar 2026 |
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| Stonebridge Financial Planning Group | 32k | $2.5M | 23% | Jun 2026 |
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| Triumph Capital Management | 31k | $2.4M | 13% | Mar 2026 |
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| U.S. Capital Wealth Advisors | 30k | $2.4M | 100% | Mar 2026 |
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| Resources Investment Advisors | 29k | $2.2M | 100% | Mar 2026 |
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| Stonehearth Capital Management | 28k | $2.2M | 100% | Jun 2026 |
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| Cogent Private Wealth | 28k | $2.2M | 0% | Jun 2026 |
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| Advyzon Investment Management | 28k | $2.2M | 100% | Mar 2026 |
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| Strategic Family Wealth Counselors | 28k | $2.2M | -3% | Mar 2026 |
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| Retirement Planning Group | 28k | $2.1M | 100% | Jun 2026 |
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| HighTower Advisors | 27k | $2.1M | 5% | Jun 2026 |
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| Burton Enright Welch | 23k | $1.8M | 23% | Jun 2026 |
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| Heck Capital Advisors | 23k | $1.8M | 100% | Jun 2026 |
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| D.A. Davidson & Co. | 22k | $1.7M | 2% | Jun 2026 |
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| Confluence Wealth Services | 20k | $1.6M | 384% | Mar 2026 |
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| Integrated Advisors Network | 19k | $1.5M | 100% | Mar 2026 |
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| Kestra Advisory Services | 19k | $1.5M | 305% | Jun 2026 |
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| Centurion Wealth Management | 19k | $1.5M | 0% | Jun 2026 |
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| XY Planning Network | 17k | $1.3M | 4% | Mar 2026 |
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| Private Advisor | 15k | $1.2M | 16% | Mar 2026 |
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| Brooks, Moore & Associates | 15k | $1.2M | 41% | Mar 2026 |
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| Barnes Pettey Financial Advisors | 15k | $1.2M | 89% | Jun 2026 |
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| Natixis Asset Management Advisors | 15k | $1.1M | 100% | Mar 2026 |
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| Bernardo Wealth Planning | 14k | $1.1M | 100% | Jun 2026 |
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| Cypress Point Wealth Management | 14k | $1.1M | 100% | Jun 2026 |
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| Citizens Financial Group | 13k | $997k | 100% | Jun 2026 |
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| Intl Fcstone | 12k | $913k | 7% | Mar 2026 |
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| Spence Asset Management | 11k | $878k | 6% | Mar 2026 |
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| Cambridge Investment Research Advisors | 11k | $878k | -2% | Jun 2026 |
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| Roberts Glore & Co | 10k | $772k | 6% | Mar 2026 |
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| Sontag Advisory | 9.9k | $768k | 100% | Mar 2026 |
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| GSG Advisors | 9.5k | $740k | 27% | Mar 2026 |
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| GatePass Capital | 8.0k | $623k | 100% | Jun 2026 |
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| Verum Partners | 8.0k | $620k | -2% | Mar 2026 |
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| Bridgewealth Advisory Group | 7.8k | $602k | 100% | Jun 2026 |
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| Red Lighthouse Investment Management | 7.5k | $583k | 0% | Jun 2026 |
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| Breakwater Capital Group | 7.1k | $550k | 7% | Jun 2026 |
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| First American Bank | 6.8k | $531k | 1% | Jun 2026 |
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| AQR Capital Management | 6.8k | $528k | 0% | Mar 2026 |
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| Topsail Wealth Management | 6.4k | $496k | 100% | Mar 2026 |
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| Financial Insights | 6.4k | $493k | 22% | Mar 2026 |
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| Embree Financial Group | 6.3k | $490k | 100% | Mar 2026 |
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| Bryn Mawr Trust | 6.3k | $487k | 0% | Jun 2026 |
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| Private Management Group | 5.9k | $460k | 32% | Jun 2026 |
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| Firestone Capital Management | 5.9k | $460k | -6% | Mar 2026 |
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| Eldridge Investment Advisors | 5.5k | $429k | 9% | Mar 2026 |
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| Parallel Advisors | 5.3k | $413k | 11% | Jun 2026 |
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| Advisortrust Partners | 5.2k | $406k | 100% | Mar 2026 |
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| Creative Planning | 5.2k | $404k | 43% | Mar 2026 |
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| Platt Wealth Management | 5.2k | $403k | 53% | Mar 2026 |
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| Yukon Wealth Management | 5.0k | $387k | 0% | Mar 2026 |
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| Envestnet Asset Management | 5.0k | $387k | 42% | Mar 2026 |
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| Stephenson National Bank & Trust | 4.9k | $380k | 0% | Jun 2026 |
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| Acorn Wealth Advisors | 4.8k | $371k | 0% | Jun 2026 |
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| Keystone Financial Group | 4.8k | $369k | -1% | Jun 2026 |
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| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4.7k | $365k | -5% | Jun 2026 |
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| Mather Group | 4.6k | $356k | 13% | Jun 2026 |
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| Aurora Private Wealth | 4.6k | $358k | 0% | Mar 2026 |
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| CIBC Bancorp USA | 4.5k | $350k | 100% | Mar 2026 |
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| HB Wealth Management | 4.5k | $345k | 100% | Jun 2026 |
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| Gateway Wealth Partners | 4.4k | $344k | 100% | Jun 2026 |
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| Capital Planning | 4.4k | $344k | 57% | Mar 2026 |
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| Lantern Wealth Advisors | 4.3k | $336k | 65% | Jun 2026 |
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| Steward Partners Investment Advisory | 4.3k | $334k | 0% | Mar 2026 |
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| Apollon Wealth Management | 4.1k | $318k | 0% | Mar 2026 |
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| Colter Lewis Investment Partners | 4.1k | $317k | 0% | Mar 2026 |
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| Integrity Alliance | 4.1k | $317k | 100% | Jun 2026 |
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| Krilogy Financial | 4.0k | $310k | 0% | Jun 2026 |
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| LifeGoal Wealth Advisors | 3.2k | $250k | 1% | Jun 2026 |
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| Parsons Capital Management | 3.0k | $236k | 100% | Jun 2026 |
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| MCF Advisors | 3.0k | $230k | 16% | Mar 2026 |
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| Financial Synergies Wealth Advisors | 2.9k | $223k | 1% | Jun 2026 |
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| Pinnacle Financial Group, LLC / IL | 2.9k | $221k | 0% | Jun 2026 |
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| Stratos Wealth Partners | 2.8k | $221k | 100% | Mar 2026 |
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| Mainsail Asset Management | 2.8k | $217k | 0% | Mar 2026 |
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| LJI Wealth Management | 2.7k | $212k | 0% | Jun 2026 |
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| Advisory Services Network | 2.7k | $207k | 100% | Mar 2026 |
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| Jacobi Capital Management | 2.6k | $203k | 100% | Jun 2026 |
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| Eastern Bank | 2.3k | $175k | 100% | Jun 2026 |
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| Joseph Group Capital Management | 2.2k | $169k | 21% | Jun 2026 |
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| Ameritas Advisory Services | 1.9k | $147k | 100% | Mar 2026 |
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| Smartleaf Asset Management | 1.9k | $145k | 100% | Mar 2026 |
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| Geneos Wealth Management | 1.8k | $137k | 182% | Jun 2026 |
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| Gilpin Wealth Management | 1.5k | $116k | -7% | Jun 2026 |
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| Harbour Investments | 1.3k | $98k | 492% | Mar 2026 |
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| Burk Holdings | 989.00 | $77k | 100% | Mar 2026 |
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| TD Waterhouse Canada | 752.00 | $58k | 100% | Mar 2026 |
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| Hazlett, Burt & Watson | 732.00 | $57k | 16% | Jun 2026 |
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| Blume Capital Management | 700.00 | $54k | 100% | Jun 2026 |
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| Morgan Stanley | 432.00 | $34k | 954% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 350.00 | $27k | 100% | Mar 2026 |
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| Medallion Wealth Advisors | 236.00 | $18k | -18% | Mar 2026 |
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| Ashton Thomas Private Wealth | 219.00 | $17k | 0% | Jun 2026 |
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| Pension & Wealth Management Advisors | 179.00 | $14k | 1% | Jun 2026 |
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| Godfrey Financial Associates | 138.00 | $11k | 100% | Mar 2026 |
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| Signature Equity Partners | 111.00 | $8.6k | 0% | Jun 2026 |
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| Mb, Levis & Associates | 110.00 | $8.6k | 0% | Mar 2026 |
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| UBS Group | 104.00 | $8.1k | 100% | Mar 2026 |
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| Fifth Third Bancorp | 97.00 | $7.5k | -46% | Jun 2026 |
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Who sold out of Vanguard Malvern Fds?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Thrivent Financial for Lutherans | Dec 2025 | 91k | $7.1M |
| Wealth Enhancement Advisory Services | Dec 2025 | 58k | $4.6M |
| Catalyst Investment Management | Dec 2025 | 54k | $4.2M |
| Jane Street | Dec 2025 | 46k | $3.6M |
| Flow Traders US | Dec 2025 | 43k | $3.4M |
| Merit Financial Group | Mar 2026 | 8.3k | $647k |
| Prospera Financial Services | Dec 2025 | 5.4k | $419k |
| Concurrent Investment Advisors | Dec 2025 | 3.1k | $239k |
| Atria Investments | Mar 2026 | 3.0k | $234k |
| PFG Investments | Mar 2026 | 2.9k | $222k |
| First Pacific Financial | Dec 2025 | 662.00 | $52k |
| Abound Wealth Management | Mar 2026 | 420.00 | $33k |
| Jessup Wealth Management | Dec 2025 | 386.00 | $30k |