VANGUARD MALVERN FUNDS - VPLS

Sector: Funds · Industry: Investment Company
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Company profile

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Quarter snapshot

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Q4 2025 · Q3 2025
Value (USD)
Total reported value ($000)
$460.6M
QoQ value delta ($000)
+$160.6M (+53.51%)
Implied price effect (QoQ)
-0.64%
Shares
Total shares
5,896,917
QoQ shares delta
+2,080,226 (+54.5%)
Total shares held by funds (by quarter)

Market chart (VPLS)

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Top holders (Q4 2025)

Top 25 only Full list
Manager Value ($000) Shares % of 13F
BANK OF AMERICA CORP /DE/ 92,741 1,187,239 0.01%
LPL Financial LLC 51,438 658,499 0.01%
Summit Financial, LLC 18,587 237,946 0.27%
ROYAL BANK OF CANADA 16,036 205,285 0.0%
Balance Wealth, LLC 14,761 188,976 4.74%
Diversified Portfolios, Inc. 14,388 184,199 1.2%
Keystone Financial Group, Inc. 14,177 181,493 7.42%
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 14,129 180,887 2.33%
COMMONWEALTH EQUITY SERVICES, LLC 10,010 128,153 0.01%
MorganRosel Wealth Management, LLC 9,782 125,233 2.45%
LEAVELL INVESTMENT MANAGEMENT, INC. 9,726 124,521 0.4%
JONES FINANCIAL COMPANIES LLLP 7,683 98,357 0.0%
FAGAN ASSOCIATES, INC. 7,387 94,571 0.98%
Landmark Wealth Management, LLC 7,189 92,040 2.75%
THRIVENT FINANCIAL FOR LUTHERANS 7,095 90,827 0.01%
NavPoint Financial, Inc. 6,807 87,147 2.91%
Roehl & Yi Investment Advisors, LLC 6,785 86,868 2.69%
PANORAMIC INVESTMENT ADVISORS, LLC 6,692 85,680 3.64%
Dynamic Advisor Solutions LLC 6,399 81,926 0.21%
UNITED CAPITAL FINANCIAL ADVISORS, LLC 5,998 76,884 0.04%
Integrity Wealth Solutions LLC 5,766 73,818 2.28%
Lakewood Asset Management LLC 5,518 70,644 3.24%
Janney Capital Management LLC 5,173 66,218 0.33%
North Star Investment Management Corp. 4,847 62,056 0.3%
OSAIC HOLDINGS, INC. 4,732 60,582 0.01%