VPLS — Vanguard Malvern Fds Institutional Holders · Q3 2026
Who owns Vanguard Malvern Fds (VPLS)? 12 institutions reported holding $42.92M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Insight Wealth Strategies, LLC ($22.9M), Farther Finance Advisors, LLC ($12.1M), Kaizen Financial Strategies ($3.6M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Insight Wealth Strategies, LLC | $22.9M | 309,237 | Added |
| 2 | Farther Finance Advisors, LLC | $12.1M | 162,834 | Added |
| 3 | Kaizen Financial Strategies | $3.6M | 48,952 | Added |
| 4 | STEPH & CO | $1.3M | 16,989 | Added |
| 5 | Westwind Capital | $929,000 | 12,546 | New |
| 6 | LifeGoal Investments, LLC | $697,401 | 9,423 | Added |
| 7 | Breakwater Capital Group | $438,039 | 5,919 | Trimmed |
| 8 | Longview Financial Advisors, Inc. | $429,998 | 5,810 | New |
| 9 | Capital Planning LLC | $327,716 | 4,428 | Hold |
| 10 | EASTERN BANK | $166,523 | 2,250 | Hold |
| 11 | GILPIN WEALTH MANAGEMENT, LLC | $111,015 | 1,500 | Hold |
| 12 | CoreCap Advisors, LLC | $72 | 0 | Trimmed |
Source: SEC Form 13F filings · as of 2026-09-30