Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Vanguard Malvern Fds (VPLS)

143 + Investors. Track Smart Money conviction in VPLS. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +19
Streak
9Q ▲
Buyers last Q
74%

Smart Money Signals — VPLS

Based on 144 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 9 quarters in a row

last 6Q
For 9 consecutive quarters, more hedge funds added VPLS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
144 hedge funds hold VPLS right now — the highest count in 2.5 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +103% more funds vs a year ago

fund count last 6Q
+73 new funds entered over the past year (+103% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 74% buying

109 buying39 selling
Last quarter: 109 funds were net buyers (39 opened a brand new position + 70 added to an existing one). Only 39 were sellers (19 trimmed + 20 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~39 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 18 → 24 → 40 → 39. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 54% entered in last year

■ 7% conviction (2yr+) ■ 39% medium ■ 54% new
Only 10 funds (7%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
🚀

Acceleration phase — new buyers rushing in

25 → 18 → 24 → 40 → 39 new funds/Q
New funds entering each quarter: 18 → 24 → 40 → 39. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🌱

Early stage — 71% of holders entered in last year

■ 1% veterans ■ 28% 1-2yr ■ 71% new
Of 144 current holders: 102 (71%) entered in the past year, only 2 (1%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
✅

Strong quality — 31% AUM from major funds

31% from top-100 AUM funds
12 of 143 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
5.6
out of 10
Moderate Exit Risk
Exit risk score 5.6/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — VPLS

In 2026 Q1, 109 hedge funds were net buyers of VPLS (39 opened a new position, 70 added to an existing one), while 39 reduced or exited (19 trimmed, 20 sold completely) — a 74% buyer ratio, indicating clear institutional accumulation. This marks 9 consecutive quarters of net institutional buying — a persistent conviction signal. 31% of total institutional value in VPLS is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +19 funds (more new holders than closures). Total institutional holders: 144.

Hedge Fund Ownership: VPLS

How many hedge funds hold VPLS — quarterly history vs. share price
Quarterly hedge fund ownership of VPLS vs. share price

Market Analysis: VPLS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VPLS

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Vanguard Malvern Fds (VPLS) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much VPLS has moved relative to its sector benchmark (SPY) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 46d ago
VPLS
-1.5%
SPY
+4.0%

VPLS outperformed SPY by -5.5% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 1d ago
VPLS
+0.0%
SPY
+0.0%

Since the filing became public, VPLS outperformed SPY by +0.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 8 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: VPLS
2026 Q2 Stats Unlock in 4 days 143 + Investors

Track Smart Money conviction in VPLS. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 143 124 15.32%
13F Shares 8M 6M 43.4%
Total Value $624M $460M 35.69%
New Positions 38 39 -1
Increased Positions 70 67 +3
Closed Positions 19 10 +9
Reduced Positions 19 8 +11
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: VPLS

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Institutional Holders (2026 Q2)

143 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in VPLS. Verified SEC 13F-HR filings.

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 VPLS holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Keystone Financial Group, Inc. 11.93% 292,988 $22.7M
2 Lakewood Asset Management LLC 6.02% 141,422 $11.0M
3 NavPoint Financial, Inc. 4.35% 151,332 $11.7M
4 Balance Wealth Partners LLC 4.27% 206,733 $16.0M
5 Red Mountain Financial, LLC 3.64% 55,952 $4.3M
6 Roehl & Yi Investment Advisors, LLC 3.62% 141,904 $11.0M
7 Panoramic Investment Advisors, LLC 3.43% 92,412 $7.2M
8 First Commonwealth Financial Corp /Pa/ 3.32% 305,536 $23.7M
9 Entruity Wealth, LLC 3.00% 59,771 $4.6M
10 Integrity Wealth Solutions LLC 2.35% 81,997 $6.4M
11 MorganRosel Wealth Management, LLC 2.28% 87,197 $6.8M
12 Insight Wealth Strategies, LLC 2.27% 301,707 $23.3M
13 Landmark Wealth Management, LLC 2.26% 121,511 $9.4M
14 OMNI 360 Wealth, Inc. 1.79% 49,818 $3.9M
15 Dahring | Cusmano LLC 1.44% 35,188 $2.7M
16 Pasadena Private Wealth, LLC 1.39% 140,655 $10.9M
17 Cogent Private Wealth, Inc. 1.37% 28,267 $2.2M
18 Diversified Portfolios, Inc. 1.31% 232,499 $18.0M
19 Johnson Financial Group, Inc. 1.30% 507,861 $39.4M
20 Kaizen Financial Strategies 1.18% 47,021 $3.6M
21 Investment Advisory Group, LLC 1.01% 60,243 $4.7M
22 Howard Financial Services, LTD. 0.97% 125,340 $9.7M
23 Harbor Group, Inc. 0.94% 103,659 $8.0M
24 Fagan Associates, INC. 0.89% 93,216 $7.2M
25 Stonebridge Financial Planning Group, LLC 0.80% 32,385 $2.5M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Vanguard Malvern Fds (VPLS)

What does the Smart Money Trend signal show for VPLS?

Buying streak — 9 quarters in a row: For 9 consecutive quarters, more hedge funds added VPLS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for VPLS?

More buyers than sellers — 74% buying: Last quarter: 109 funds were net buyers (39 opened a brand new position + 70 added to an existing one). Only 39 were sellers (19 trimmed + 20 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for VPLS holders?

Strong quality — 31% AUM from major funds: 12 of 143 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held VPLS?

Mostly new holders — 54% entered in last year: Only 10 funds (7%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Vanguard Malvern Fds (VPLS) following the 2026 Q2 hedge fund 13F filings?

As of today, VPLS has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), VPLS has gained -1.5% vs +4.0% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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