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 | 2.0M | $154M | 22% | Jun 2026 |
|
| LPL Financial | 705k | $55M | 9% | Jun 2026 |
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| Betterment | 582k | $45M | 230% | Jun 2026 |
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| Royal Bank of Canada | 548k | $43M | 504% | Jun 2026 |
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| Johnson Financial Group | 508k | $39M | 100% | Jun 2026 |
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| Advisor Group Holdings | 422k | $33M | 15% | Jun 2026 |
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| Summit Financial | 366k | $28M | 47% | Jun 2026 |
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| First Commonwealth Financial Corporation | 306k | $24M | 39% | Jun 2026 |
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| Insight Wealth Strategies | 302k | $23M | -12% | Jun 2026 |
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| Raymond James Financial | 299k | $23M | 78% | Jun 2026 |
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| Keystone Financial Group | 293k | $23M | 7% | Jun 2026 |
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| Jones Financial Companies, L.L | 240k | $19M | 50% | Jun 2026 |
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| Mariner Wealth Advisors | 235k | $18M | 39% | Jun 2026 |
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| Diversified Portfolios | 233k | $18M | 20% | Jun 2026 |
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| WNY Asset Management | 220k | $17M | -40% | Jun 2026 |
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| Balance Wealth | 207k | $16M | 9% | Jun 2026 |
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| Commonwealth Equity Services | 170k | $13M | 14% | Jun 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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| NavPoint Financial | 151k | $12M | 14% | Jun 2026 |
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| Roehl & Yi Investment Advisors | 142k | $11M | 36% | Jun 2026 |
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| Lakewood Asset Management | 141k | $11M | 61% | Jun 2026 |
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| Pasadena Private Wealth | 141k | $11M | 5% | Jun 2026 |
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| R. W. Roge & Company | 127k | $9.9M | 19% | Jun 2026 |
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| Howard Financial Services | 125k | $9.7M | 45% | Jun 2026 |
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| Landmark Wealth Management | 122k | $9.4M | 5% | Jun 2026 |
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| Ausdal Financial Partners | 118k | $9.1M | 42% | Jun 2026 |
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| PFG Financial Advisors | 113k | $8.8M | 16% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 112k | $8.6M | 100% | Jun 2026 |
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| Harbor Group | 104k | $8.0M | 23% | Jun 2026 |
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| Fagan Associates | 93k | $7.2M | 0% | Jun 2026 |
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| Evolve Private Wealth | 93k | $7.2M | 0% | Jun 2026 |
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| Panoramic Investment Advisors | 92k | $7.2M | 4% | Jun 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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| United Capital Financial Advisers | 88k | $6.8M | 6% | Jun 2026 |
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| MorganRosel Wealth Management | 87k | $6.8M | 6% | Jun 2026 |
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| North Star Investment Management | 87k | $6.7M | 5% | Jun 2026 |
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| Integrity Wealth Solutions | 82k | $6.4M | 0% | Jun 2026 |
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| Farther Finance Advisors | 72k | $5.5M | 25% | Jun 2026 |
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| Silver Oak Securities | 70k | $5.5M | 12% | Jun 2026 |
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| Janney Montgomery Scott | 65k | $5.1M | -1% | Jun 2026 |
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| Investment Advisory Group | 60k | $4.7M | 28% | Jun 2026 |
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| Old Mission Capital | 60k | $4.6M | 100% | Jun 2026 |
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| Entruity Wealth | 60k | $4.6M | 100% | Jun 2026 |
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| Beacon Pointe Advisors | 59k | $4.6M | 19% | Jun 2026 |
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| Cornerstone Advisors Asset Management | 56k | $4.4M | 9% | Jun 2026 |
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| Red Mountain Financial | 56k | $4.3M | 20% | Jun 2026 |
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| CFO4Life | 55k | $4.3M | 0% | Jun 2026 |
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| Buckingham Strategic Partners | 50k | $3.9M | 32% | Jun 2026 |
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| OMNI 360 Wealth | 50k | $3.9M | 32% | Jun 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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| Sage Rhino Capital | 45k | $3.5M | 29% | Jun 2026 |
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| HPM Partners | 39k | $3.0M | 6% | Jun 2026 |
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| Dahring | Cusmano | 35k | $2.7M | 48% | Jun 2026 |
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| IFP Advisors | 34k | $2.6M | 2% | Jun 2026 |
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| Iams Wealth Management | 34k | $2.6M | -1% | Jun 2026 |
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| Stonebridge Financial Planning Group | 32k | $2.5M | 23% | Jun 2026 |
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| Quadrature Capital | 32k | $2.4M | 100% | Jun 2026 |
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| Triumph Capital Management | 31k | $2.4M | 13% | Mar 2026 |
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| SRS Capital Advisors | 31k | $2.4M | 100% | Jun 2026 |
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| U.S. Capital Wealth Advisors | 30k | $2.4M | 100% | Mar 2026 |
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| Advyzon Investment Management | 29k | $2.3M | 4% | Jun 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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| 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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| Citadel Advisors | 26k | $2.0M | -65% | Jun 2026 |
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| Ameritas Advisory Services | 24k | $1.8M | 1149% | 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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| Topsail Wealth Management | 21k | $1.7M | 235% | Jun 2026 |
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| Confluence Wealth Services | 21k | $1.6M | 6% | Jun 2026 |
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| Natixis Asset Management Advisors | 19k | $1.5M | 30% | Jun 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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| Integrated Advisors Network | 18k | $1.4M | -6% | Jun 2026 |
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| XY Planning Network | 18k | $1.4M | 5% | Jun 2026 |
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| UBS Group | 17k | $1.3M | 16410% | Jun 2026 |
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| Strategic Family Wealth Counselors | 16k | $1.3M | -41% | Jun 2026 |
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| Brooks, Moore & Associates | 15k | $1.2M | 1% | Jun 2026 |
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| Barnes Pettey Financial Advisors | 15k | $1.2M | 89% | Jun 2026 |
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| Creative Planning | 15k | $1.1M | 182% | Jun 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 | $940k | 3% | Jun 2026 |
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| Roberts Glore & Co | 12k | $917k | 19% | Jun 2026 |
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| Cambridge Investment Research Advisors | 11k | $878k | -2% | Jun 2026 |
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| GSG Advisors | 11k | $870k | 18% | Jun 2026 |
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| Private Advisor | 11k | $839k | -30% | Jun 2026 |
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| Financial Insights | 9.7k | $756k | 53% | Jun 2026 |
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| Eldridge Investment Advisors | 8.2k | $635k | 48% | Jun 2026 |
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| GatePass Capital | 8.0k | $623k | 100% | Jun 2026 |
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| Bridgewealth Advisory Group | 7.8k | $602k | 100% | Jun 2026 |
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| Embree Financial Group | 7.7k | $596k | 22% | Jun 2026 |
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| Red Lighthouse Investment Management | 7.5k | $583k | 0% | Jun 2026 |
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| Stratos Wealth Partners | 7.1k | $551k | 150% | Jun 2026 |
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| Breakwater Capital Group | 7.1k | $550k | 7% | Jun 2026 |
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| Platt Wealth Management | 6.9k | $533k | 32% | 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% | Jun 2026 |
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| Verum Partners | 6.7k | $520k | -16% | Jun 2026 |
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| Bryn Mawr Trust | 6.3k | $487k | 0% | Jun 2026 |
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| Firestone Capital Management | 6.0k | $465k | 1% | Jun 2026 |
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| Envestnet Asset Management | 6.0k | $463k | 20% | Jun 2026 |
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| Strategic Blueprint | 6.0k | $463k | 100% | Jun 2026 |
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| Private Management Group | 5.9k | $460k | 32% | Jun 2026 |
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| Principia Wealth Advisory | 5.8k | $454k | 5% | Jun 2026 |
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| Action Point Financial Planning | 5.5k | $429k | 100% | Jun 2026 |
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| Parallel Advisors | 5.3k | $413k | 11% | Jun 2026 |
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| Steward Partners Investment Advisory | 5.3k | $408k | 22% | Jun 2026 |
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| Advisortrust Partners | 5.2k | $406k | 0% | Jun 2026 |
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| Yukon Wealth Management | 5.0k | $387k | 0% | Jun 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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| Aurora Private Wealth | 4.6k | $360k | 1% | Jun 2026 |
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| Mather Group | 4.6k | $356k | 13% | Jun 2026 |
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| CIBC Bancorp USA | 4.5k | $350k | 0% | Jun 2026 |
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| Goss Wealth Management | 4.5k | $350k | 100% | Jun 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 | 0% | Jun 2026 |
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| Lantern Wealth Advisors | 4.3k | $336k | 65% | Jun 2026 |
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| Colter Lewis Investment Partners | 4.1k | $317k | 0% | Jun 2026 |
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| Integrity Alliance | 4.1k | $317k | 100% | Jun 2026 |
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| Advisory Services Network | 4.0k | $313k | 51% | Jun 2026 |
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| Krilogy Financial | 4.0k | $310k | 0% | Jun 2026 |
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| Addison Advisors | 3.4k | $264k | 100% | Jun 2026 |
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| Soundwatch Capital | 3.3k | $258k | 100% | 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 | 0% | Jun 2026 |
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| Brookstone Capital Management | 3.0k | $229k | 100% | Jun 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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| Mainsail Asset Management | 2.8k | $216k | 0% | Jun 2026 |
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| LJI Wealth Management | 2.7k | $212k | 0% | Jun 2026 |
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| Jacobi Capital Management | 2.6k | $203k | 100% | Jun 2026 |
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| Apollon Wealth Management | 2.6k | $202k | -37% | Jun 2026 |
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| Harbour Investments | 2.3k | $181k | 86% | 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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| Smartleaf Asset Management | 1.9k | $146k | 0% | Jun 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 |
|
Who sold out of Vanguard Malvern Fds?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Resources Investment Advisors | Mar 2026 | 29k | $2.2M |
| Spence Asset Management | Mar 2026 | 11k | $878k |
| Sontag Advisory | Mar 2026 | 9.9k | $768k |
| Merit Financial Group | Mar 2026 | 8.3k | $647k |
| Atria Investments | Mar 2026 | 3.0k | $234k |
| PFG Investments | Mar 2026 | 2.9k | $222k |