Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / CORE-PLUS BD ETF
-
Total 13F shares
-
881,677
-
Share change
-
+134,674
-
Total reported value
-
$68,886,821
-
Price per share
-
$78.12
-
Number of holders
-
24
-
Value change
-
+$10,491,049
-
Number of buys
-
22
-
Number of sells
-
3
Institutional Holders of VANGUARD MALVERN FDS - CORE-PLUS BD ETF (VPLS) as of Q4 2025
As of 31 Dec 2025,
VANGUARD MALVERN FDS - CORE-PLUS BD ETF (VPLS) was held by
24 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
881,677 shares.
The largest 10 holders included
Balance Wealth, LLC, Keystone Financial Group, Inc., NavPoint Financial, Inc., Dynamic Advisor Solutions LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, SILVER OAK SECURITIES, INCORPORATED, Harbor Group, Inc., VICUS CAPITAL, HOWARD FINANCIAL SERVICES, LTD., and Centurion Wealth Management LLC.
This page lists
24
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| 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.