13F Insight
DOSSIER · 13F Holders · Q2 2026
VPLS

VANGUARD MALVERN FDS

181 institutions still hold VANGUARD MALVERN FDS as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 922020755·181 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$597M
visible holders
Holders
181
filers reporting
Concentration
25.84%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q2 2026

181 institutions reported VPLS in Q2 2026. BANK OF AMERICA CORP /DE/ leads at 25.8% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$154M2.0M0.01%Q2 202602
LPL Financial LLC
CIK 0001403438
$55M705K0.01%Q2 202603
ROYAL BANK OF CANADA
CIK 0001000275
$43M548K0.01%Q2 202604
Johnson Financial Group, Inc.
CIK 0001477024
$39M508K1.30%Q2 202605
OSAIC HOLDINGS, INC.
CIK 0001677044
$33M422K0.04%Q2 202606
Summit Financial, LLC
CIK 0001765536
$28M366K0.31%Q2 202607
FIRST COMMONWEALTH FINANCIAL CORP /PA/
CIK 0000712537
$24M306K3.32%Q2 202608
Insight Wealth Strategies, LLC
CIK 0001749914
$23M302K2.27%Q2 202609
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$23M299K0.01%Q2 202610
Keystone Financial Group, Inc.
CIK 0002053642
$23M293K11.93%Q2 202611
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$19M239K0.01%Q2 202612
Mariner, LLC
CIK 0001373442
$18M235K0.02%Q2 202613
Diversified Portfolios, Inc.
CIK 0001634212
$18M232K1.31%Q2 202614
WNY Asset Management, LLC
CIK 0001803296
$17M220K1.52%Q2 202615
Balance Wealth, LLC
CIK 0002065247
$16M207K4.27%Q2 202616
Betterment LLC
CIK 0001633901
$14M177K0.03%Q1 202617
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$13M170K0.02%Q2 202618
LEAVELL INVESTMENT MANAGEMENT, INC.
CIK 0000924181
$13M165K0.47%Q2 202619
ALPS ADVISORS INC
CIK 0001376113
$12M160K0.06%Q2 202620
NavPoint Financial, Inc.
CIK 0002009813
$12M151K4.35%Q2 2026
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