VANGUARD MALVERN FUNDS - VPLS

Sector: Funds · Industry: Investment Company

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Company profile

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Q1 2026 · Q4 2025

Value (USD)

Total reported value ($000)

$668.4M

QoQ value delta ($000)

+$207.8M (+45.11%)

Implied price effect (QoQ)

-0.69%

Total shares

8,616,644

QoQ shares delta

+2,719,440 (+46.11%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Partial Q1 2026 data: 145 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.

Manager	Value ($000)	Shares	% of 13F
BANK OF AMERICA CORP /DE/	126,063	1,624,763	0.01%
LPL Financial LLC	49,955	643,847	0.01%
OSAIC HOLDINGS, INC.	28,519	367,565	0.04%
Insight Wealth Strategies, LLC	26,621	343,106	2.97%
Keystone Financial Group, Inc.	21,173	272,896	11.0%
Summit Financial, LLC	19,327	249,107	0.25%
FIRST COMMONWEALTH FINANCIAL CORP /PA/	17,096	220,342	2.72%
Diversified Portfolios, Inc.	15,002	193,358	1.23%
Balance Wealth, LLC	14,708	189,573	4.57%
Betterment LLC	13,706	176,641	0.03%
Mariner, LLC	13,104	168,900	0.02%
RAYMOND JAMES FINANCIAL INC	12,984	167,350	0.0%
JONES FINANCIAL COMPANIES LLLP	12,280	159,745	0.01%
LEAVELL INVESTMENT MANAGEMENT, INC.	11,655	150,222	0.48%
COMMONWEALTH EQUITY SERVICES, LLC	11,600	149,516	0.02%
Pasadena Private Wealth, LLC	10,390	133,918	1.44%
NavPoint Financial, Inc.	10,259	132,233	4.15%
Landmark Wealth Management, LLC	9,002	116,034	2.41%
R. W. Roge & Company, Inc.	8,323	107,275	3.97%
Roehl & Yi Investment Advisors, LLC	8,107	104,492	3.04%
VICUS CAPITAL	7,538	97,154	0.55%
FAGAN ASSOCIATES, INC.	7,265	93,641	1.01%
EVOLVE PRIVATE WEALTH, LLC	7,237	93,286	0.39%
ROYAL BANK OF CANADA	7,032	90,636	0.0%
PANORAMIC INVESTMENT ADVISORS, LLC	6,863	88,456	3.71%