Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / CORE-PLUS BD ETF
-
Total 13F shares
-
355,840
-
Share change
-
+188,454
-
Total reported value
-
$27,087,946
-
Price per share
-
$76.12
-
Number of holders
-
21
-
Value change
-
+$14,346,977
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Number of buys
-
16
-
Number of sells
-
2
Institutional Holders of VANGUARD MALVERN FDS - CORE-PLUS BD ETF (VPLS) as of Q2 2024
As of 30 Jun 2024 VANGUARD MALVERN FDS - CORE-PLUS BD ETF (VPLS) had 21 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 355,840 shares of stock of the company.
Largest 10 holders included MorganRosel Wealth Management, LLC, FAGAN ASSOCIATES, INC., Grant Street Asset Management, Inc., Diversified Portfolios, Inc., JANE STREET GROUP, LLC, Integrity Wealth Solutions LLC, Breakwater Capital Group, OMNI 360 Wealth, Inc., GSG Advisors LLC, and Lakewood Asset Management LLC.
This table shows 21 institutional shareholders of the security as of 30 Jun 2024.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.