Q1 2024 13F Holders as of 3/31/2024
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Type / Class
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Equity / CORE-PLUS BD ETF
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Number of holders
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16
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Total 13F shares, excl. options
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170K
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Shares change
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+146K
-
Total reported value, excl. options
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$13.1M
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Value change
-
+$11.2M
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Number of buys
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16
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Number of sells
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-1
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Price
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$76.72
Significant Holders of VANGUARD MALVERN FDS - CORE-PLUS BD ETF (VPLS) as of Q1 2024
18 filings reported holding VPLS - VANGUARD MALVERN FDS - CORE-PLUS BD ETF as of Q1 2024.
VANGUARD MALVERN FDS - CORE-PLUS BD ETF (VPLS) has 16 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 170K shares
.
Largest 10 shareholders include MorganRosel Wealth Management, LLC (95.3K shares), JANE STREET GROUP, LLC (18.6K shares), Integrity Wealth Solutions LLC (14.8K shares), Breakwater Capital Group (10.8K shares), Diversified Portfolios, Inc. (8.2K shares), OMNI 360 Wealth, Inc. (3.52K shares), GSG Advisors LLC (3.16K shares), Acorn Wealth Advisors, LLC (2.99K shares), CITADEL ADVISORS LLC (2.93K shares), and PANORAMIC INVESTMENT ADVISORS, LLC (2.91K shares).
This table shows the top 16 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.