Q4 2024 13F Holders as of 12/31/2024
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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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51
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Total 13F shares, excl. options
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1.14M
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Shares change
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+417K
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Total reported value, excl. options
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$86.9M
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Value change
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+$31.7M
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Number of buys
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38
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Number of sells
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-8
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Price
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$75.99
Significant Holders of VANGUARD MALVERN FDS - CORE-PLUS BD ETF (VPLS) as of Q4 2024
54 filings reported holding VPLS - VANGUARD MALVERN FDS - CORE-PLUS BD ETF as of Q4 2024.
VANGUARD MALVERN FDS - CORE-PLUS BD ETF (VPLS) has 51 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.14M shares
.
Largest 10 shareholders include Royal Bank of Canada (145K shares), Diversified Portfolios, Inc. (105K shares), MorganRosel Wealth Management, LLC (105K shares), FAGAN ASSOCIATES, INC. (96.2K shares), PANORAMIC INVESTMENT ADVISORS, LLC (92.9K shares), Landmark Wealth Management, LLC (86K shares), Grant Street Asset Management, Inc. (50.9K shares), CFO4Life Group, LLC (50.4K shares), SILVER OAK SECURITIES, INCORPORATED (46.9K shares), and Keystone Financial Group, Inc. (44.7K shares).
This table shows the top 51 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.