Institutional Ownership
Vanguard Malvern Fds
CUSIP 922020755CORE-PLUS BD ETFVPLSQ1 2026
Institutional Holders
145
13F filers
Shares Held
8.90M
Aggregate institutional
Institutional Value
$659.57M
Q1 2026
Net New Holders
+21
37 new · 16 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions37
Increased72
Decreased20
Sold out16
Institutional Holders
145 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 1.62M | $126.06M | +437.5K | Added |
| 2 | Lpl Financial LLC | 643.8K | $49.96M | −14.7K | Reduced |
| 3 | Osaic Holdings, Inc. | 367.6K | $28.52M | +307.0K | Added |
| 4 | Wny Asset Management, LLC | 366.6K | $28.44M | −104.4K | Reduced |
| 5 | Insight Wealth Strategies, LLC | 343.1K | $26.62M | +343.1K | New |
| 6 | Keystone Financial Group, Inc. | 272.9K | $21.17M | +91.4K | Added |
| 7 | Summit Financial, LLC | 249.1K | $19.33M | +11.2K | Added |
| 8 | First Commonwealth Financial Corp /Pa/ | 220.3K | $17.10M | +39.5K | Added |
| 9 | Diversified Portfolios, Inc. | 193.4K | $15.00M | +9.2K | Added |
| 10 | Balance Wealth, LLC | 189.6K | $14.71M | +597 | Added |
135 more institutional holders on Premium
See every fund holding Vanguard Malvern Fds, with full quarter-over-quarter share changes.
Unlock all holders