Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / CORE-PLUS BD ETF
-
Total 13F shares
-
1,144,085
-
Share change
-
+417,391
-
Total reported value
-
$86,947,916
-
Price per share
-
$75.99
-
Number of holders
-
51
-
Value change
-
+$31,695,067
-
Number of buys
-
38
-
Number of sells
-
8
Institutional Holders of VANGUARD MALVERN FDS - CORE-PLUS BD ETF (VPLS) as of Q4 2024
As of 31 Dec 2024,
VANGUARD MALVERN FDS - CORE-PLUS BD ETF (VPLS) was held by
51 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,144,085 shares.
The largest 10 holders included
Royal Bank of Canada, Diversified Portfolios, Inc., MorganRosel Wealth Management, LLC, FAGAN ASSOCIATES, INC., PANORAMIC INVESTMENT ADVISORS, LLC, Landmark Wealth Management, LLC, Grant Street Asset Management, Inc., CFO4Life Group, LLC, SILVER OAK SECURITIES, INCORPORATED, and Keystone Financial Group, Inc..
This page lists
51
institutional shareholders reporting positions in this security
for the Q4 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.