Vault-13

VANGUARD MALVERN FDS VPLS

CORE-PLUS BD ETF · ETP · CUSIP 922020755

76 institutional holders +22 vs Q4 2024
2,211,9072.2m shares reported held*
$171.4mreported value*
23 new 36 added 10 reduced 2 sold out net bought ≈ $77.9m (+1.0m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $77.51.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

050100Q4 23: 4Q1 24: 18Q2 24: 24Q3 24: 33Q4 24: 54Q1 25: 7676Q4 23Q1 24Q2 24Q3 24Q4 24Q1 25
Numbers
QuarterHolders
Q4 20234
Q1 202418
Q2 202424
Q3 202433
Q4 202454
Q1 202576

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q1 24: 17 bought or addedQ1 24: 1 cut or sold outQ1 24Q2 24: 18 bought or addedQ2 24: 2 cut or sold outQ2 24Q3 24: 24 bought or addedQ3 24: 5 cut or sold outQ3 24Q4 24: 40 bought or addedQ4 24: 9 cut or sold outQ4 24Q1 25: 59 bought or addedQ1 25: 12 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q1 2024171
Q2 2024182
Q3 2024245
Q4 2024409
Q1 20255912

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$100k$200k$300k$400kQ2 24 calls: $0Q2 24 puts: $0Q2 24P/C —Q3 24 calls: $0Q3 24 puts: $389.0kQ3 24P/C —Q4 24 calls: $0Q4 24 puts: $0Q4 24P/C —Q1 25 calls: $0Q1 25 puts: $0Q1 25P/C —
Numbers
QuarterCallsPutsP/C
Q2 2024$0$0—
Q3 2024$0$389.0k—
Q4 2024$0$0—
Q1 2025$0$0—

Biggest buyers

BANK OF AMERICA CORP /DE/ New +357,941+357.9k
LPL Financial LLC Added +238,540+238.5k
Janney Capital Management LLC New +70,759+70.8k
RIA Advisory Group LLC New +41,123+41.1k
Keystone Financial Group, Inc. Added +40,326+40.3k
JANE STREET GROUP, LLC Added +32,372+32.4k
Diversified Portfolios, Inc. Added +29,061+29.1k
Apexium Financial, LP New +27,426+27.4k
LEAVELL INVESTMENT MANAGEMENT, INC. Added +22,659+22.7k
JONES FINANCIAL COMPANIES LLLP Added +20,138+20.1k

Biggest sellers

PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC Sold out -28,740-28.7k
CAPTRUST FINANCIAL ADVISORS Reduced -8,096-8.1k
Landmark Wealth Management, LLC Reduced -1,923-1.9k
FAGAN ASSOCIATES, INC. Reduced -1,310-1.3k
STEPH & CO Reduced -753-753
Van Hulzen Asset Management, LLC Sold out -603-603
Ariadne Wealth Management, LP Reduced -342-342
OMNI 360 Wealth, Inc. Reduced -236-236
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors Reduced -111-111
AE Wealth Management LLC Reduced -109-109

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 357,941357.9k $27.8m $27.8m 0.00% New
2 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 258,169258.2k $20.0m $20.0m 0.01% Added +238.5k +238,540
3 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 152,043152.0k $11.8m $11.8m 0.00% Added +6.8k +6,769
4 Diversified Portfolios, Inc. 1.09% of their portfolio Bloomfield Hills, MI 134,167134.2k $10.4m $10.4m 1.09% Added +29.1k +29,061
5 MorganRosel Wealth Management, LLC 2.64% of their portfolio HIGHLANDS RANCH, CO 112,296112.3k $8.7m $8.7m 2.64% Added +7.3k +7,273
6 PANORAMIC INVESTMENT ADVISORS, LLC 5.20% of their portfolio DENVER, CO 99,31999.3k $7.7m $7.7m 5.20% Added +6.4k +6,400
7 FAGAN ASSOCIATES, INC. 1.23% of their portfolio TROY, NY 94,92394.9k $7.4m $7.4m 1.23% Reduced -1.3k -1,310
8 Keystone Financial Group, Inc. 4.59% of their portfolio ATLANTA, GA 84,99585.0k $6.5m $6.5m 4.59% Added +40.3k +40,326
9 Landmark Wealth Management, LLC 2.88% of their portfolio MELVILLE, NY 84,05084.0k $6.5m $6.5m 2.88% Reduced -1.9k -1,923
10 Janney Capital Management LLC 0.38% of their portfolio PITTSBURGH, PA 70,75970.8k $5.5m $5.5m 0.38% New
11 CFO4Life Group, LLC 0.70% of their portfolio COPPELL, TX 53,48353.5k $4.1m $4.1m 0.70% Added +3.1k +3,067
12 Balance Wealth Partners LLC 2.63% of their portfolio WORTHINGTON, OH 52,22752.2k $4.1m $4.1m 2.63% First filing
13 Grant Street Asset Management, Inc. 0.98% of their portfolio CANONSBURG, PA 51,83651.8k $4.0m $4.0m 0.98% Added +953 +953
14 SILVER OAK SECURITIES, INCORPORATED 0.37% of their portfolio JACKSON, TN 50,41750.4k $3.9m $3.9m 0.37% Added +3.5k +3,512
15 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 45,50545.5k $3.5m $3.5m 0.01% Added +32.4k +32,372
16 LEAVELL INVESTMENT MANAGEMENT, INC. 0.17% of their portfolio MOBILE, AL 45,21245.2k $3.5m $3.5m 0.17% Added +22.7k +22,659
17 RIA Advisory Group LLC 1.04% of their portfolio Des Moines, IA 41,12341.1k $3.2m $3.2m 1.04% New
18 Integrity Wealth Solutions LLC 1.56% of their portfolio DENVER, CO 37,07237.1k $2.9m $2.9m 1.56% Added +9.4k +9,409
19 Apexium Financial, LP 0.13% of their portfolio Dallas, TX 27,42627.4k $2.1m $2.1m 0.13% New
20 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 25,81525.8k $2.0m $2.0m 0.00% Added +20.1k +20,138
21 Strategic Family Wealth Counselors, L.L.C. 0.61% of their portfolio FAIRFIELD, NJ 24,17024.2k $1.9m $1.9m 0.61% Added +82 +82
22 Ausdal Financial Partners, Inc. 0.14% of their portfolio Davenport, IA 23,83123.8k $1.8m $1.8m 0.14% Added +5.1k +5,078
23 Investment Advisory Group, LLC 0.55% of their portfolio HANOVER, MA 21,17921.2k $1.6m $1.6m 0.55% Added +5.6k +5,624
24 Lakewood Asset Management LLC 0.91% of their portfolio NAPERVILLE, IL 17,46417.5k $1.4m $1.4m 0.91% Added +6.9k +6,891
25 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 13,08613.1k $1.0m $1.0m 0.00% Added +4.3k +4,281
26 Burton Enright Welch 0.19% of their portfolio WALNUT CREEK, CA 11,99512.0k $930.3k $930.3k 0.19% Added +1.2k +1,249
27 L.M. KOHN & COMPANY 0.24% of their portfolio CINCINNATI, OH 11,81711.8k $916.5k $916.5k 0.24% New
28 OMNI 360 Wealth, Inc. 0.61% of their portfolio Plainsboro, NJ 11,79511.8k $914.8k $914.8k 0.61% Reduced -236 -236
29 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 10,76410.8k $834.9k $834.9k 0.00% New
30 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 10,72010.7k $831.6k $831.6k 0.00% Added +7.4k +7,433
31 CGN Advisors LLC 0.08% of their portfolio MANHATTAN, KS 10,28010.3k $797.3k $797.3k 0.08% New
32 Breakwater Capital Group 0.12% of their portfolio PARAMUS, NJ 8,3638.4k $648.6k $648.6k 0.12% Added +33 +33
33 GSG Advisors LLC 0.20% of their portfolio MOUNT LAUREL, NJ 8,0878.1k $618.3k $618.3k 0.20% Added +1.5k +1,530
34 Westwind Capital 0.16% of their portfolio LAS CRUCES, NM 8,0278.0k $623.0k $623.0k 0.16% Added +740 +740
35 Diversify Advisory Services, LLC 0.04% of their portfolio SANDY, UT 7,9638.0k $617.9k $617.9k 0.04% New
36 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 7,7897.8k $604.1k $604.1k 0.00% Added +1.4k +1,419
37 Harbor Group, Inc. 0.11% of their portfolio BEDFORD, NH 7,3077.3k $566.7k $566.7k 0.11% New
38 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 7,2007.2k $558.4k $558.4k 0.00% Added +3.7k +3,658
39 Family Investment Center, Inc. 0.13% of their portfolio Saint Joseph, MO 7,0717.1k $548.4k $548.4k 0.13% New
40 Wilmington Savings Fund Society, FSB 0.01% of their portfolio WILMINGTON, DE 6,6656.7k $516.9k $516.9k 0.01% Added +385 +385
41 Moser Wealth Advisors, LLC 0.26% of their portfolio BELLEVUE, WA 6,5006.5k $504.1k $504.1k 0.26% Added +3.6k +3,650
42 OAK HILL WEALTH ADVISORS, LLC 0.11% of their portfolio LANSDOWNE, VA 5,9405.9k $460.7k $460.7k 0.11% Added +135 +135
43 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 5,6615.7k $439.1k $439.1k 0.00% Reduced -8.1k -8,096
44 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 5,3625.4k $415.9k $415.9k 0.01% New
45 Principia Wealth Advisory, LLC 0.37% of their portfolio DALLAS, TX 4,9815.0k $380.8k $380.8k 0.37% Added +277 +277
46 STEPH & CO 0.13% of their portfolio MARINETTE, WI 4,5874.6k $355.8k $355.8k 0.13% Reduced -753 -753
47 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 4,4024.4k $341.4k $341.4k 0.00% Added +594 +594
48 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 4,1524.2k $322.0k $322.0k 0.00% Unchanged
49 PRINCIPAL SECURITIES, INC. 0.01% of their portfolio DES MOINES, IA 4,0854.1k $310.4k $310.4k 0.01% Unchanged
50 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 4,0284.0k $312.4k $312.4k 0.00% Added +207 +207
51 Acorn Wealth Advisors, LLC 0.13% of their portfolio Grand Blanc, MI 3,9173.9k $303.8k $303.8k 0.13% Reduced -57 -57
52 Verum Partners LLC 0.08% of their portfolio CHARLOTTE, NC 3,6583.7k $283.7k $283.7k 0.08% Added +2 +2
53 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 3,4623.5k $268.5k $268.5k 0.00% Added +607 +607
54 Pinnacle Financial Group, LLC / IL 0.09% of their portfolio WESTERN SPRINGS, IL 3,3593.4k $260.5k $260.5k 0.09% New
55 Eldridge Investment Advisors, Inc. 0.06% of their portfolio MANCHESTER, NH 3,2203.2k $249.8k $249.8k 0.06% New
56 Ariadne Wealth Management, LP 0.13% of their portfolio SANTA BARBARA, CA 3,2003.2k $245.1k $245.1k 0.13% Reduced -342 -342
57 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.04% of their portfolio CONCORD, MA 3,0383.0k $235.1k $235.1k 0.04% Reduced -111 -111
58 TCFG WEALTH MANAGEMENT, LLC 0.11% of their portfolio LAGUNA NIGUEL, CA 2,8202.8k $218.7k $218.7k 0.11% New
59 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 2,8172.8k $219.0k $219.0k 0.00% New
60 Capital Planning LLC 0.06% of their portfolio BELLEVUE, WA 2,8122.8k $218.1k $218.1k 0.06% Reduced -106 -106
61 Keystone Financial Group 0.02% of their portfolio LEXINGTON, KY 2,7412.7k $212.6k $212.6k 0.02% New
62 Financial Synergies Wealth Advisors, Inc. 0.02% of their portfolio HOUSTON, TX 2,5942.6k $201.2k $201.2k 0.02% New
63 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 2,5882.6k $200.8k $200.8k 0.00% New
64 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 2,1002.1k $162.9k $162.9k 0.00% Reduced -109 -109
65 MATHER GROUP, LLC. 0.00% of their portfolio CHICAGO, IL 1,4641.5k $113.5k $113.5k 0.00% Added +1.4k +1,380
66 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 1,3061.3k $101.3k $101.3k 0.00% New
67 AMERIFLEX GROUP, INC. 0.03% of their portfolio LAS VEGAS, NV 933933 $72.4k $72.4k 0.03% New
68 Accredited Wealth Management, LLC 0.06% of their portfolio LOUISVILLE, KY 850850 $65.9k $65.9k 0.06% Unchanged
69 North Star Investment Management Corp. 0.00% of their portfolio CHICAGO, IL 341341 $26.5k $26.5k 0.00% Added +2 +2
70 UBS Group AG 0.00% of their portfolio ZURICH, V8 232232 $18.0k $18.0k 0.00% New
71 PENSION & WEALTH MANAGEMENT ADVISORS, INC. 0.00% of their portfolio WALTHAM, MA 157157 $12.2k $12.2k 0.00% Added +1 +1
72 MB, LEVIS & ASSOCIATES, LLC 0.00% of their portfolio CENTER VALLEY, PA 105105 $8.2k $8.2k 0.00% Unchanged
73 COMERICA BANK 0.00% of their portfolio DALLAS, TX 9494 $7.3k $7.3k 0.00% New
74 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 5050 $3.9k $3.9k 0.00% Unchanged
75 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 00 $17 $17 0.00% New
76 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged