Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

VANGUARD MALVERN FDS (VPLS)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +29
Streak
8Q ▲
Buyers last Q
85%

Smart Money Signals — VPLS

Based on 123 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q
For 8 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
123 hedge funds hold VPLS right now — the highest count in 2.2 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 — +156% more funds vs a year ago

fund count last 6Q
+75 new funds entered over the past year (+156% 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 — 85% buying

105 buying18 selling
Last quarter: 105 funds were net buyers (39 opened a brand new position + 66 added to an existing one). Only 18 were sellers (8 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+15 vs last Q)

new funds entering per quarter
Funds opening a new VPLS position: 24 → 18 → 24 → 39. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 55% entered in last year

1% conviction (2yr+) 44% medium 55% new
Only 1 funds (1%) 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.
📈

Growing discovery — still being found

20 → 24 → 18 → 24 → 39 new funds/Q
New funds entering each quarter: 24 → 18 → 24 → 39. A growing number of institutions are discovering VPLS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 76% of holders entered in last year

0% veterans 24% 1-2yr 76% new
Of 123 current holders: 93 (76%) entered in the past year, only 0 (0%) 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 — 38% AUM from major funds

38% from top-100 AUM funds
8 of 123 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
5.7
out of 10
Moderate Exit Risk
Exit risk score 5.7/10 — 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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 7 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
3.3
/ 10
conviction
Hedge Fund Positioning: VPLS
2026 Q1 Stats Unlock in 17 days 123 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 123 94 30.85%
13F Shares 6M 4M 30.54%
Total Value $445M $343M 29.7%
New Positions 39 24 +15
Increased Positions 66 44 +22
Closed Positions 10 10 -
Reduced Positions 8 15 -7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: VPLS

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

123 + investors

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

Top 25 institutional holders of VPLS — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Keystone Financial Group, Inc. 11.01% 272,896 $21.2M
2 Balance Wealth, LLC 4.57% 189,573 $14.7M
3 Lakewood Asset Management LLC 4.37% 88,090 $6.8M
4 NavPoint Financial, Inc. 4.15% 132,233 $10.3M
5 R. W. Roge & Company, Inc. 3.97% 107,275 $8K
6 Red Mountain Financial, LLC 3.40% 46,483 $3.6M
7 Insight Wealth Strategies, LLC 2.97% 343,106 $26.6M
8 Landmark Wealth Management, LLC 2.41% 116,034 $9.0M
9 Cogent Private Wealth, Inc. 1.58% 28,267 $2.2M
10 OMNI 360 Wealth, Inc. 1.52% 37,850 $2.9M
11 Pasadena Private Wealth, LLC 1.44% 133,918 $10.4M
12 Kaizen Financial Strategies 1.17% 35,667 $2.8M
13 Harbor Group, Inc. 0.94% 84,316 $6.5M
14 Investment Advisory Group, LLC 0.93% 47,157 $3.7M
15 IAMS WEALTH MANAGEMENT, LLC 0.92% 33,953 $2.6M
16 HOWARD FINANCIAL SERVICES, LTD. 0.76% 86,428 $6.7M
17 VICUS CAPITAL 0.55% 97,154 $7.5M
18 SAGE RHINO CAPITAL LLC 0.51% 35,053 $2.7M
19 Platt Wealth Management LLC 0.39% 5,205
20 North Star Investment Management Corp. 0.39% 82,363 $6.4M
21 EVOLVE PRIVATE WEALTH, LLC 0.39% 93,286 $7.2M
22 SILVER OAK SECURITIES, INCORPORATED 0.36% 62,606 $4.9M
23 Centurion Wealth Management LLC 0.33% 18,718 $1.5M
24 BARNES PETTEY FINANCIAL ADVISORS, LLC 0.27% 7,849 $609K
25 Aurora Private Wealth, Inc. 0.25% 4,581
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 — 8 quarters in a row: For 8 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 — 85% buying: Last quarter: 105 funds were net buyers (39 opened a brand new position + 66 added to an existing one). Only 18 were sellers (8 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for VPLS holders?

Strong quality — 38% AUM from major funds: 8 of 123 holders rank in the top 100 by AUM, accounting for 38% 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 — 55% entered in last year: Only 1 funds (1%) 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.

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.