Institutional Ownership
Vanguard Malvern Fds
CUSIP 922020755CORE-PLUS BD ETFVPLSQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
145
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 1.62M | $126.06M |
| 2 | Lpl Financial LLC | 643.8K | $49.96M |
| 3 | Osaic Holdings, Inc. | 367.6K | $28.52M |
| 4 | Wny Asset Management, LLC | 366.6K | $28.44M |
| 5 | Insight Wealth Strategies, LLC | 343.1K | $26.62M |
| 6 | Keystone Financial Group, Inc. | 272.9K | $21.17M |
| 7 | Summit Financial, LLC | 249.1K | $19.33M |
| 8 | First Commonwealth Financial Corp /Pa/ | 220.3K | $17.10M |
| 9 | Diversified Portfolios, Inc. | 193.4K | $15.00M |
| 10 | Balance Wealth, LLC | 189.6K | $14.71M |