161 institutions reported holding $690.4M of VANGUARD MALVERN FDS (VPLS) in SEC 13F filings for 2026-03-31. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($126.1M), LPL Financial LLC ($50.0M), OSAIC HOLDINGS, INC. ($28.5M), WNY Asset Management, LLC ($28.4M), Insight Wealth Strategies, LLC ($26.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $126.1M | 1.6M | Added |
| 2 | LPL Financial LLC | $50.0M | 643,847 | Trimmed |
| 3 | OSAIC HOLDINGS, INC. | $28.5M | 367,565 | Added |
| 4 | WNY Asset Management, LLC | $28.4M | 366,563 | Trimmed |
| 5 | Insight Wealth Strategies, LLC | $26.6M | 343,106 | New |
| 6 | Keystone Financial Group, Inc. | $21.2M | 272,896 | Added |
| 7 | Summit Financial, LLC | $19.3M | 249,107 | Added |
| 8 | First Commonwealth Financial Corp /PA/ | $17.1M | 220,342 | Added |
| 9 | Diversified Portfolios, Inc. | $15.0M | 193,358 | Added |
| 10 | Balance Wealth, LLC | $14.7M | 189,573 | Added |
| 11 | Betterment LLC | $13.7M | 176,641 | New |
| 12 | Mariner, LLC | $13.1M | 168,900 | Added |
| 13 | RAYMOND JAMES FINANCIAL INC | $13.0M | 167,350 | Added |
| 14 | JONES FINANCIAL COMPANIES LLLP | $12.3M | 159,745 | Added |
| 15 | LEAVELL INVESTMENT MANAGEMENT, INC. | $11.7M | 150,222 | Added |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $11.6M | 149,516 | Added |
| 17 | Pasadena Private Wealth, LLC | $10.4M | 133,918 | New |
| 18 | NavPoint Financial, Inc. | $10.3M | 132,233 | Added |
| 19 | Landmark Wealth Management, LLC | $9.0M | 116,034 | Added |
| 20 | R. W. Roge & Company, Inc. | $8.3M | 107,275 | Added |
| 21 | Roehl & Yi Investment Advisors, LLC | $8.1M | 104,492 | Added |
| 22 | VICUS CAPITAL | $7.5M | 97,154 | Added |
| 23 | FAGAN ASSOCIATES, INC. | $7.3M | 93,641 | Trimmed |
| 24 | EVOLVE PRIVATE WEALTH, LLC | $7.2M | 93,286 | New |
| 25 | Royal Bank of Canada | $7.0M | 90,636 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31