Q2 2024 13F Holders as of 6/30/2024
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Type / Class
-
Equity / CORE-PLUS BD ETF
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Number of holders
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21
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Total 13F shares, excl. options
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356K
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Shares change
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+188K
-
Total reported value, excl. options
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$27.1M
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Value change
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+$14.3M
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Number of buys
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16
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Number of sells
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-2
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Price
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$76.12
Significant Holders of VANGUARD MALVERN FDS - CORE-PLUS BD ETF (VPLS) as of Q2 2024
22 filings reported holding VPLS - VANGUARD MALVERN FDS - CORE-PLUS BD ETF as of Q2 2024.
VANGUARD MALVERN FDS - CORE-PLUS BD ETF (VPLS) has 21 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 356K shares
.
Largest 10 shareholders include MorganRosel Wealth Management, LLC (96.5K shares), FAGAN ASSOCIATES, INC. (93.4K shares), Grant Street Asset Management, Inc. (49.6K shares), Diversified Portfolios, Inc. (33K shares), JANE STREET GROUP, LLC (20.4K shares), Integrity Wealth Solutions LLC (20.3K shares), Breakwater Capital Group (8.66K shares), OMNI 360 Wealth, Inc. (5.35K shares), GSG Advisors LLC (5.13K shares), and Lakewood Asset Management LLC (5.04K shares).
This table shows the top 21 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.