Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / CORE-PLUS BD ETF
-
Total 13F shares
-
355,739
-
Share change
-
+188,454
-
Total reported value
-
$27,080,321
-
Price per share
-
$76.12
-
Number of holders
-
21
-
Value change
-
+$14,347,031
-
Number of buys
-
16
-
Number of sells
-
2
Institutional Holders of VANGUARD MALVERN FDS - CORE-PLUS BD ETF (VPLS) as of Q2 2024
As of 30 Jun 2024,
VANGUARD MALVERN FDS - CORE-PLUS BD ETF (VPLS) was held by
21 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
355,739 shares.
The largest 10 holders included
MorganRosel Wealth Management, LLC, FAGAN ASSOCIATES, INC., Grant Street Asset Management, Inc., Diversified Portfolios, Inc., JANE STREET GROUP, LLC, Integrity Wealth Solutions LLC, Breakwater Capital Group, OMNI 360 Wealth, Inc., GSG Advisors LLC, and Lakewood Asset Management LLC.
This page lists
21
institutional shareholders reporting positions in this security
for the Q2 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.