VPLS — Vanguard Malvern Fds 机构持仓 · 2026年Q3
谁持有 Vanguard Malvern Fds(VPLS)?2026年Q3(报告期截至 2026-09-30)共有 12 家机构在 SEC 13F 申报中报告持有,合计 4,291.79 万美元。前几大持有机构:Insight Wealth Strategies, LLC(2,290.00 万美元)、Farther Finance Advisors, LLC(1,210.00 万美元)、Kaizen Financial Strategies(360.00 万美元)。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | Insight Wealth Strategies, LLC | $22.9M | 309,237 | 增持 |
| 2 | Farther Finance Advisors, LLC | $12.1M | 162,834 | 增持 |
| 3 | Kaizen Financial Strategies | $3.6M | 48,952 | 增持 |
| 4 | STEPH & CO | $1.3M | 16,989 | 增持 |
| 5 | Westwind Capital | $929,000 | 12,546 | 新建仓 |
| 6 | LifeGoal Investments, LLC | $697,401 | 9,423 | 增持 |
| 7 | Breakwater Capital Group | $438,039 | 5,919 | 减持 |
| 8 | Longview Financial Advisors, Inc. | $429,998 | 5,810 | 新建仓 |
| 9 | Capital Planning LLC | $327,716 | 4,428 | 持平 |
| 10 | EASTERN BANK | $166,523 | 2,250 | 持平 |
| 11 | GILPIN WEALTH MANAGEMENT, LLC | $111,015 | 1,500 | 持平 |
| 12 | CoreCap Advisors, LLC | $72 | 0 | 减持 |
来源:SEC 13F 申报文件 · 截至 2026-09-30