VPLS · Insider trading · 13F holders · Congress trades
Vanguard Malvern Fds (VPLS)
Who is buying and selling VPLS: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 46
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
VPLS at a glance
- No open-market insider purchases or sales of VPLS were filed in the last 90 days.
- 46 13F filers hold VPLS among their 50 largest positions, worth $400.1M combined. The biggest bets by portfolio weight are Keystone Financial Group, Inc. (12.5%), Lakewood Asset Management LLC (6.1%) and NavPoint Financial, Inc. (5.1%). In their latest 13Fs, 4 managers opened a new position and 20 added to one.
- No member of Congress has disclosed a trade in VPLS.
VPLS insider trading
No open-market insider purchases or sales of VPLS were filed in the last 90 days.
Who owns VPLS? Hedge funds and superinvestors
46 13F filers hold VPLS among their 50 largest positions, worth $400.1M combined. The biggest bets by portfolio weight are Keystone Financial Group, Inc. (12.5%), Lakewood Asset Management LLC (6.1%) and NavPoint Financial, Inc. (5.1%). In their latest 13Fs, 4 managers opened a new position and 20 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Johnson Financial Group, Inc.Wealth manager | 1.3% | $39.4M | 507,861 | — | Q2 2026 |
| First Commonwealth Financial Corp /PA/Bank & trust | 3.3% | $23.7M | 305,536 | +38.7% shares | Q2 2026 |
| Keystone Financial Group, Inc.Wealth manager | 12.5% | $23.5M | 316,931 | +8.2% shares | Q3 2026 |
| Insight Wealth Strategies, LLCWealth manager | 2.3% | $22.9M | 309,237 | +2.5% shares | Q3 2026 |
| Diversified Portfolios, Inc.Wealth manager | 1.3% | $18.0M | 232,499 | +20.2% shares | Q2 2026 |
| Howard Financial Services, Ltd.Wealth manager | 1.8% | $17.3M | 234,148 | +86.8% shares | Q3 2026 |
| WNY Asset Management, LLCWealth manager | 1.5% | $17.1M | 219,860 | -40.0% shares | Q2 2026 |
| Harbor Group, Inc.Wealth manager | 1.9% | $15.8M | 213,839 | +106.3% shares | Q3 2026 |
| Balance Wealth Partners LLCWealth manager | 3.8% | $15.8M | 212,851 | +3.0% shares | Q3 2026 |
| NavPoint Financial, Inc.Wealth manager | 5.1% | $14.5M | 195,509 | +29.2% shares | Q3 2026 |
| Leavell Investment Management, Inc.Wealth manager | 0.5% | $12.8M | 165,370 | +10.1% shares | Q2 2026 |
| Verum Partners LLCWealth manager | 2.0% | $12.4M | 168,015 | — | Q3 2026 |
| Lakewood Asset Management LLCWealth manager | 6.1% | $11.8M | 159,503 | +12.8% shares | Q3 2026 |
| Roehl & Yi Investment Advisors, LLCWealth manager | 3.6% | $11.0M | 141,904 | +35.8% shares | Q2 2026 |
| Pasadena Private Wealth, LLCWealth manager | 1.4% | $10.9M | 140,655 | +5.0% shares | Q2 2026 |
| Physician Wealth Advisors, Inc.Wealth manager | 1.2% | $10.1M | 136,507 | — | Q3 2026 |
| R. W. Roge & Company, Inc.Wealth manager | 4.2% | $9.9M | 127,432 | +18.8% shares | Q2 2026 |
| Landmark Wealth Management, LLCWealth manager | 2.3% | $9.4M | 121,511 | +4.7% shares | Q2 2026 |
| Vicus CapitalWealth manager | 0.6% | $8.8M | 112,939 | +16.2% shares | Q2 2026 |
| Evolve Private Wealth, LLCWealth manager | 0.4% | $7.2M | 93,051 | -0.3% shares | Q2 2026 |
| Panoramic Investment Advisors, LLCWealth manager | 3.4% | $7.2M | 92,412 | +4.5% shares | Q2 2026 |
| Beaird Harris Wealth Management, LLCWealth manager | 0.4% | $7.0M | 90,080 | +66.5% shares | Q2 2026 |
| MorganRosel Wealth Management, LLCWealth manager | 2.3% | $6.8M | 87,197 | +6.1% shares | Q2 2026 |
| Fagan Associates, Inc.Wealth manager | 0.8% | $6.6M | 89,026 | -4.5% shares | Q3 2026 |
| Integrity Wealth Solutions LLCWealth manager | 2.4% | $6.4M | 81,997 | +0.3% shares | Q2 2026 |
| Investment Advisory Group, LLCWealth manager | 1.0% | $4.7M | 60,243 | +27.7% shares | Q2 2026 |
| Entruity Wealth, LLCWealth manager | 3.0% | $4.6M | 59,771 | New | Q2 2026 |
| Cornerstone Advisors Asset Management, LLCInstitutional asset manager | 0.6% | $4.4M | 56,168 | +8.9% shares | Q2 2026 |
| Red Mountain Financial, LLCWealth manager | 3.6% | $4.3M | 55,952 | +20.4% shares | Q2 2026 |
| CFO4Life Group, LLCWealth manager | 0.6% | $4.3M | 54,803 | -0.5% shares | Q2 2026 |
The 30 largest of 46 positions, by value. Each manager counts with its latest 13F (Q3 2026: 19, Q2 2026: 27). Screen VPLS in the grand portfolio →
VPLS stock trades by members of Congress
No member of Congress has disclosed a trade in VPLS.
VPLS questions and answers
Are insiders buying VPLS stock?
No open-market insider purchases or sales of VPLS were filed in the last 90 days.
Which hedge funds own VPLS?
46 13F filers hold VPLS among their 50 largest positions, worth $400.1M combined. The biggest bets by portfolio weight are Keystone Financial Group, Inc. (12.5%), Lakewood Asset Management LLC (6.1%) and NavPoint Financial, Inc. (5.1%). In their latest 13Fs, 4 managers opened a new position and 20 added to one.
Has Congress traded VPLS?
No member of Congress has disclosed a trade in VPLS.
Who is the largest holder of VPLS?
Among 13F filers, Johnson Financial Group, Inc. reports the largest VPLS position, $39.4M (507,861 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Keystone Financial Group, Inc.'s: 12.5% of its portfolio.
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