VPLS — VANGUARD MALVERN FDS
As of Q2 2026, 6 SEC-registered investment managers reported holding VPLS (VANGUARD MALVERN FDS) in their latest 13F filings, with a combined reported value of $158.11M across 2.04M shares. That is +19.4% by share count (+331.25K shares) versus the previous quarter, while reported value moved +19.4%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 2 added to existing stakes, 1 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 1.99M | $154.19M | 0.01% | Add |
| Citadel Advisors history | 26.07K | $2.02M | 0.00% | Reduce |
| UBS Group AG history | 17.17K | $1.33M | 0.00% | Add |
| AQR Capital Management history | 6.80K | $527.51K | 0.00% | Hold |
| Morgan Stanley history | 433 | $33.59K | 0.00% | Hold |
| Wells Fargo & Co history | 1 | $115 | 0.00% | Hold |
Q1 2026 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 1.62M | $126.06M | 0.01% | Add |
| Citadel Advisors history | 74.73K | $5.80M | 0.00% | New |
| AQR Capital Management history | 6.80K | $527.61K | 0.00% | Hold |
| Morgan Stanley history | 432 | $33.52K | 0.00% | Add |
| UBS Group AG history | 104 | $8.07K | 0.00% | New |
| Wells Fargo & Co history | 1 | $58 | 0.00% | Reduce |
Q4 2025 — 4 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 1.19M | $92.74M | 0.01% | Add |
| AQR Capital Management history | 6.80K | $531.18K | 0.00% | Hold |
| Morgan Stanley history | 41 | $3.25K | 0.00% | Add |
| Wells Fargo & Co history | 38 | $2.99K | 0.00% | New |
Q3 2025 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 813.16K | $63.94M | 0.00% | Add |
| Citadel Advisors history | 23.97K | $1.89M | 0.00% | New |
| AQR Capital Management history | 6.80K | $534.67K | 0.00% | Add |
| UBS Group AG history | 758 | $59.60K | 0.00% | Add |
| Morgan Stanley history | 40 | $3.15K | 0.00% | Reduce |
Q2 2025 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 498.31K | $38.77M | 0.00% | Add |
| AQR Capital Management history | 4.00K | $311.20K | 0.00% | Reduce |
| Wells Fargo & Co history | 359 | $27.92K | 0.00% | New |
| UBS Group AG history | 351 | $27.31K | 0.00% | Add |
| Morgan Stanley history | 291 | $22.64K | 0.00% | New |
Q1 2025 — 4 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 357.94K | $27.76M | 0.00% | New |
| AQR Capital Management history | 7.20K | $558.43K | 0.00% | Add |
| Citadel Advisors history | 4.40K | $341.42K | 0.00% | Add |
| UBS Group AG history | 232 | $17.99K | 0.00% | New |
New Positions (Q2 2026)
No fund opened a new position this quarter.
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 6 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Bank of America Corp | 1.99M | 1.62M | 1.19M | 813.16K | 498.31K | 357.94K | — | — | — | — | — |
| Citadel Advisors | 26.07K | 74.73K | — | 23.97K | — | 4.40K | 3.81K | — | — | 2.93K | — |
| UBS Group AG | 17.17K | 104 | — | 758 | 351 | 232 | — | — | — | — | 1.10K |
| AQR Capital Management | 6.80K | 6.80K | 6.80K | 6.80K | 4.00K | 7.20K | 3.54K | — | — | — | — |
| Morgan Stanley | 433 | 432 | 41 | 40 | 291 | — | — | 1 | 1 | — | — |
| Wells Fargo & Co | 1 | 1 | 38 | — | 359 | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details