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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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 |
|
| LPL Financial | 644k | $50M | -2% | Mar 2026 |
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| WNY Asset Management | 367k | $28M | -22% | Mar 2026 |
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| Insight Wealth Strategies | 343k | $27M | 100% | Mar 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 | 193k | $15M | 5% | Mar 2026 |
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| Balance Wealth | 190k | $15M | 0% | Mar 2026 |
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| First Commonwealth Financial Corporation | 181k | $14M | 18% | Dec 2025 |
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| Mariner Wealth Advisors | 169k | $13M | 400% | Mar 2026 |
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| Leavell Investment Management | 150k | $12M | 21% | Mar 2026 |
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| Commonwealth Equity Services | 150k | $12M | 17% | Mar 2026 |
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| Pasadena Private Wealth | 134k | $10M | 100% | Mar 2026 |
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| NavPoint Financial | 132k | $10M | 52% | Mar 2026 |
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| Landmark Wealth Management | 116k | $9.0M | 26% | Mar 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 | 280% | Mar 2026 |
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| Jones Financial Companies, L.L | 98k | $7.7M | 73% | Dec 2025 |
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| PFG Financial Advisors | 97k | $7.5M | 130% | Mar 2026 |
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| Fagan Associates | 94k | $7.3M | -1% | Mar 2026 |
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| Evolve Private Wealth | 93k | $7.2M | 100% | Mar 2026 |
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| Royal Bank of Canada | 91k | $7.0M | -52% | Mar 2026 |
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| Panoramic Investment Advisors | 89k | $6.9M | 3% | Mar 2026 |
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| Lakewood Asset Management | 88k | $6.8M | 25% | Mar 2026 |
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| Howard Financial Services | 86k | $6.7M | 132% | Mar 2026 |
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| Dynamic Advisors Solutions | 86k | $6.7M | 5% | Mar 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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| North Star Investment Management | 82k | $6.4M | 33% | Mar 2026 |
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| MorganRosel Wealth Management | 82k | $6.4M | -34% | Mar 2026 |
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| Integrity Wealth Solutions | 82k | $6.3M | 11% | Mar 2026 |
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| Citadel Advisors | 75k | $5.8M | 100% | Mar 2026 |
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| Janney Capital Management | 66k | $5.2M | -2% | Dec 2025 |
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| Janney Montgomery Scott | 66k | $5.1M | 100% | Mar 2026 |
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| Silver Oak Securities | 63k | $4.9M | 14% | Mar 2026 |
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| Advisor Group Holdings | 61k | $4.7M | 64% | Dec 2025 |
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| Farther Finance Advisors | 57k | $4.4M | 491% | Mar 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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| Investment Advisory Group | 47k | $3.7M | 19% | Mar 2026 |
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| Grant Street Asset Management | 47k | $3.6M | 0% | Mar 2026 |
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| Red Mountain Financial | 47k | $3.6M | 117% | Mar 2026 |
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| OMNI 360 Wealth | 38k | $2.9M | 34% | Mar 2026 |
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| Buckingham Strategic Partners | 38k | $2.9M | 100% | Mar 2026 |
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| Beacon Pointe Advisors | 38k | $2.9M | 100% | Dec 2025 |
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| HPM Partners | 36k | $2.8M | 29% | Mar 2026 |
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| Kaizen Financial Strategies | 36k | $2.8M | 170% | Mar 2026 |
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| Sage Rhino Capital | 35k | $2.7M | 100% | Mar 2026 |
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| Iams Wealth Management | 34k | $2.6M | 11% | Mar 2026 |
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| IFP Advisors | 34k | $2.6M | 874% | Mar 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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| Cogent Private Wealth | 28k | $2.2M | 0% | Mar 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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| Stonebridge Financial Planning Group | 26k | $2.0M | 16% | Mar 2026 |
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| HighTower Advisors | 25k | $2.0M | 16% | Mar 2026 |
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| Dahring | Cusmano | 24k | $1.8M | 100% | Mar 2026 |
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| D.A. Davidson & Co. | 22k | $1.7M | 2% | Mar 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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| Centurion Wealth Management | 19k | $1.5M | 0% | Mar 2026 |
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| Burton Enright Welch | 18k | $1.4M | 93% | Mar 2026 |
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| Raymond James Financial | 17k | $1.3M | -5% | Dec 2025 |
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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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| Natixis Asset Management Advisors | 15k | $1.1M | 100% | Mar 2026 |
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| Intl Fcstone | 12k | $913k | 7% | Mar 2026 |
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| Cambridge Investment Research Advisors | 12k | $894k | -48% | Mar 2026 |
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| Spence Asset Management | 11k | $878k | 6% | Mar 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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| Merit Financial Group | 8.3k | $647k | 100% | Mar 2026 |
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| Yeomans Consulting Group | 8.2k | $639k | 100% | Dec 2025 |
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| Verum Partners | 8.0k | $620k | -2% | Mar 2026 |
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| Barnes Pettey Financial Advisors | 7.8k | $609k | 100% | Mar 2026 |
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| Red Lighthouse Investment Management | 7.5k | $583k | 0% | Mar 2026 |
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| AQR Capital Management | 6.8k | $528k | 0% | Mar 2026 |
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| First American Bank | 6.8k | $525k | 100% | Mar 2026 |
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| Breakwater Capital Group | 6.6k | $513k | -2% | 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% | Mar 2026 |
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| Firestone Capital Management | 5.9k | $460k | -6% | Mar 2026 |
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| Principia Wealth Advisory | 5.6k | $436k | 2% | Dec 2025 |
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| Eldridge Investment Advisors | 5.5k | $429k | 9% | Mar 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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| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5.0k | $385k | 37% | Mar 2026 |
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| Stephenson National Bank & Trust | 4.9k | $379k | -4% | Mar 2026 |
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| Keystone Financial Group | 4.8k | $373k | -2% | Mar 2026 |
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| Parallel Advisors | 4.8k | $372k | 16% | Mar 2026 |
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| Acorn Wealth Advisors | 4.8k | $371k | 1% | Mar 2026 |
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| Kestra Advisory Services | 4.7k | $361k | 471% | Mar 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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| Private Management Group | 4.5k | $349k | 22% | Mar 2026 |
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| Capital Planning | 4.4k | $344k | 57% | Mar 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 | $319k | 100% | Dec 2025 |
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| Mather Group | 4.1k | $315k | 28% | Mar 2026 |
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| Krilogy Financial | 4.0k | $312k | 0% | Mar 2026 |
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| LifeGoal Wealth Advisors | 3.2k | $246k | -2% | Mar 2026 |
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| Atria Investments | 3.0k | $234k | -31% | Mar 2026 |
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| MCF Advisors | 3.0k | $230k | 16% | Mar 2026 |
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| PFG Investments | 2.9k | $222k | 100% | Mar 2026 |
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| Pinnacle Financial Group, LLC / IL | 2.9k | $221k | 0% | Mar 2026 |
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| Stratos Wealth Partners | 2.8k | $221k | 100% | Mar 2026 |
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| Financial Synergies Wealth Advisors | 2.8k | $220k | 3% | Mar 2026 |
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| Atlantic Trust | 2.8k | $220k | 114% | Dec 2025 |
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| Mainsail Asset Management | 2.8k | $217k | 0% | Mar 2026 |
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| LJI Wealth Management | 2.7k | $212k | 100% | Mar 2026 |
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| Lantern Wealth Advisors | 2.6k | $204k | 100% | Mar 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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| Joseph Group Capital Management | 1.8k | $139k | 61% | Mar 2026 |
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| Gilpin Wealth Management | 1.6k | $126k | 100% | Mar 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 |
|
| Hazlett, Burt & Watson | 632.00 | $49k | 0% | Mar 2026 |
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| Geneos Wealth Management | 625.00 | $49k | 0% | Mar 2026 |
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| Morgan Stanley | 432.00 | $34k | 954% | Mar 2026 |
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| Abound Wealth Management | 420.00 | $33k | 100% | 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 | -98% | Mar 2026 |
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| Fifth Third Bancorp | 179.00 | $14k | 100% | Mar 2026 |
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| Brian McDonald | 179.00 | $14k | 1% | Dec 2025 |
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| Godfrey Financial Associates | 138.00 | $11k | 100% | Mar 2026 |
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| Signature Equity Partners | 111.00 | $8.6k | 100% | Mar 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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| CBIZ Investment Advisory Services | 79.00 | $6.1k | 1% | Mar 2026 |
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| Hanson McClain Advisors | 66.00 | $5.2k | 100% | Dec 2025 |
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| Global Retirement Partners | 38.00 | $3.0k | 100% | Dec 2025 |
|
| O'shaughnessy Asset Management | 36.00 | $2.8k | 0% | Mar 2026 |
|
| Wells Fargo & Company | 1.00 | $58.000000 | -97% | Mar 2026 |
|
| CoreCap Advisors | 0 | $0 | -100% | Mar 2026 |
|
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 |
| PFG Private Wealth Management | Sep 2025 | 62k | $4.9M |
| Wealth Enhancement Advisory Services | Dec 2025 | 58k | $4.6M |
| Catalyst Investment Management | Dec 2025 | 54k | $4.2M |
| RIA Advisory Group | Dec 2025 | 47k | $3.6M |
| Jane Street | Dec 2025 | 46k | $3.6M |
| Flow Traders US | Dec 2025 | 43k | $3.4M |
| Integrity Alliance | Dec 2025 | 11k | $869k |
| Prospera Financial Services | Dec 2025 | 5.4k | $419k |
| Keystone Wealth Services | Dec 2025 | 3.4k | $268k |
| Canal Capital Management | Dec 2025 | 3.2k | $247k |
| Concurrent Investment Advisors | Dec 2025 | 3.1k | $239k |
| Branch Banking & Trust Company | Dec 2025 | 2.9k | $228k |
| First Pacific Financial | Dec 2025 | 662.00 | $52k |
| Jessup Wealth Management | Dec 2025 | 386.00 | $30k |
| SHP Wealth Management | Dec 2025 | 26.00 | $2.0k |