Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / CORE-PLUS BD ETF
-
Total 13F shares
-
170,197
-
Share change
-
+146,409
-
Total reported value
-
$13,052,495
-
Price per share
-
$76.72
-
Number of holders
-
16
-
Value change
-
+$11,226,770
-
Number of buys
-
16
-
Number of sells
-
1
Institutional Holders of VANGUARD MALVERN FDS - CORE-PLUS BD ETF (VPLS) as of Q1 2024
As of 31 Mar 2024,
VANGUARD MALVERN FDS - CORE-PLUS BD ETF (VPLS) was held by
16 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
170,197 shares.
The largest 10 holders included
MorganRosel Wealth Management, LLC, JANE STREET GROUP, LLC, Integrity Wealth Solutions LLC, Breakwater Capital Group, Diversified Portfolios, Inc., OMNI 360 Wealth, Inc., GSG Advisors LLC, Acorn Wealth Advisors, LLC, CITADEL ADVISORS LLC, and PANORAMIC INVESTMENT ADVISORS, LLC.
This page lists
17
institutional shareholders reporting positions in this security
for the Q1 2024 filing period.
| 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.