13F Insight
DOSSIER · 13F Holders · Q1 2026
VPLS

VANGUARD MALVERN FDS

161 institutions still hold VANGUARD MALVERN FDS as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 922020755·161 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$464M
visible holders
Holders
161
filers reporting
Concentration
27.18%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

161 institutions reported VPLS in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 27.2% 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
$126M1.6M0.01%Q1 202602
LPL Financial LLC
CIK 0001403438
$50M644K0.01%Q1 202603
OSAIC HOLDINGS, INC.
CIK 0001677044
$29M368K0.04%Q1 202604
WNY Asset Management, LLC
CIK 0001803296
$28M367K2.94%Q1 202605
Insight Wealth Strategies, LLC
CIK 0001749914
$23M302K2.27%Q2 202606
Keystone Financial Group, Inc.
CIK 0002053642
$23M293K11.93%Q2 202607
Summit Financial, LLC
CIK 0001765536
$19M249K0.25%Q1 202608
FIRST COMMONWEALTH FINANCIAL CORP /PA/
CIK 0000712537
$17M220K2.72%Q1 202609
Balance Wealth, LLC
CIK 0002065247
$16M207K4.27%Q2 202610
Diversified Portfolios, Inc.
CIK 0001634212
$15M193K1.23%Q1 202611
Betterment LLC
CIK 0001633901
$14M177K0.03%Q1 202612
Mariner, LLC
CIK 0001373442
$13M169K0.02%Q1 202613
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$13M167K0.00%Q1 202614
LEAVELL INVESTMENT MANAGEMENT, INC.
CIK 0000924181
$13M165K0.47%Q2 202615
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$12M160K0.01%Q1 202616
NavPoint Financial, Inc.
CIK 0002009813
$12M151K4.35%Q2 202617
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$12M150K0.02%Q1 202618
Pasadena Private Wealth, LLC
CIK 0001760578
$10M134K1.44%Q1 202619
HOWARD FINANCIAL SERVICES, LTD.
CIK 0001768130
$10M125K0.97%Q2 202620
Landmark Wealth Management, LLC
CIK 0001728778
$9M116K2.41%Q1 2026
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