DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield

VPLS

VANGUARD MALVERN FDS

154 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 922020755·154 13F holders·last filed Mar 31, 2026

Market cap

—

▲ 0.6%

vs prior quarter

13F value held

$454M

76.0% inst. owned

of float

Holders

154

+3 QoQ

filers reporting

Activity

+34 / −17

+766 added · −658 reduced

this quarter

Concentration

27.78%

BANK OF AMERICA CORP /DE/ #1

top holder share

AI Holders Summary · Q1 2026

154 institutions reported VPLS in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 27.8% of the visible book. +3 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter

BANK OF AMERICA CORP /DE/

$126M1.6M0.01%Q1 2026 02

LPL Financial LLC

$50M644K0.01%Q1 2026 03

OSAIC HOLDINGS, INC.

$29M368K0.04%Q1 2026 04

WNY Asset Management, LLC

$28M367K2.94%Q1 2026 05

Insight Wealth Strategies, LLC

$27M343K2.97%Q1 2026 06

Keystone Financial Group, Inc.

$21M273K11.01%Q1 2026 07

Summit Financial, LLC

$19M249K0.25%Q1 2026 08

FIRST COMMONWEALTH FINANCIAL CORP /PA/

$17M220K2.72%Q1 2026 09

Diversified Portfolios, Inc.

$15M193K1.23%Q1 2026 10

Balance Wealth, LLC

$15M190K4.57%Q1 2026 11

$13M169K0.02%Q1 2026 12

RAYMOND JAMES FINANCIAL INC

$13M167K0.00%Q1 2026 13

JONES FINANCIAL COMPANIES LLLP

$12M160K0.01%Q1 2026 14

LEAVELL INVESTMENT MANAGEMENT, INC.

$12M150K0.48%Q1 2026 15

COMMONWEALTH EQUITY SERVICES, LLC

$12M150K0.02%Q1 2026 16

Pasadena Private Wealth, LLC

$10M134K1.44%Q1 2026 17

NavPoint Financial, Inc.

$10M132K4.15%Q1 2026 18

Landmark Wealth Management, LLC

$9M116K2.41%Q1 2026 19

Roehl & Yi Investment Advisors, LLC

$8M104K3.04%Q1 2026 20

$8M97K0.55%Q1 2026

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