Vanguard Malvern Fds (VPLS): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Vanguard Malvern Fds (VPLS) following the 2026 Q1 hedge fund 13F filings?

As of today, VPLS has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), VPLS gained nan% vs +13.9% 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.

Vanguard Malvern Fds (VPLS)

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

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 buying38 selling

Last quarter: 109 funds were net buyers (39 opened a brand new position + 70 added to an existing one). Only 38 were sellers (19 trimmed + 19 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 → 39 → 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 → 39 → 39 new funds/Q

New funds entering each quarter: 18 → 24 → 39 → 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.

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

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

143

124

15.32%

13F Shares

43.4%

Total Value

$624M

$460M

35.69%

New Positions

-1

Increased Positions

Closed Positions

Reduced Positions

+11

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

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:

FILTER:All New Added To Reduced No Change | Overweight >5%

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.	11.01%	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	Red Mountain Financial, LLC	3.40%	46,483	$3.6M
6	Roehl & Yi Investment Advisors, LLC	3.04%	104,492	$8.1M
7	Insight Wealth Strategies, LLC	2.97%	343,106	$26.6M
8	WNY Asset Management, LLC	2.94%	366,563	$28.4M
9	First Commonwealth Financial Corp /Pa/	2.72%	220,342	$17.1M
10	MorganRosel Wealth Management, LLC	2.52%	82,220	$6.4M
11	Integrity Wealth Solutions LLC	2.49%	81,722	$6.3M
12	Landmark Wealth Management, LLC	2.41%	116,034	$9.0M
13	Cogent Private Wealth, Inc.	1.58%	28,267	$2.2M
14	OMNI 360 Wealth, Inc.	1.52%	37,850	$2.9M
15	Pasadena Private Wealth, LLC	1.44%	133,918	$10.4M
16	Diversified Portfolios, Inc.	1.23%	193,358	$15.0M
17	Kaizen Financial Strategies	1.17%	35,667	$2.8M
18	Dahring \| Cusmano LLC	1.13%	23,765	$1.8M
19	Fagan Associates, INC.	1.01%	93,641	$7.3M
20	Harbor Group, Inc.	0.94%	84,316	$6.5M
21	Investment Advisory Group, LLC	0.93%	47,157	$3.7M
22	Iams Wealth Management, LLC	0.92%	33,953	$2.6M
23	Howard Financial Services, LTD.	0.76%	86,428	$6.7M
24	Stonebridge Financial Planning Group, LLC	0.75%	26,366	$2.0M
25	Grant Street Asset Management, Inc.	0.70%	46,610	$3.6M

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 38 were sellers (19 trimmed + 19 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 Q1 hedge fund 13F filings?

As of today, VPLS has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), VPLS has gained nan% vs +13.9% 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.

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Vanguard Malvern Fds (VPLS)

Smart Money Signals — VPLS

Buying streak — 9 quarters in a row

At the ownership peak (100% of max)

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

More buyers than sellers — 74% buying

Steady new buyers — ~39 new funds per quarter

Mostly new holders — 54% entered in last year

Acceleration phase — new buyers rushing in

Early stage — 71% of holders entered in last year

Strong quality — 31% AUM from major funds

Institutional Sentiment Summary — VPLS

Hedge Fund Ownership: VPLS

Market Analysis: VPLS

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: VPLS

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

Hedge Fund Positioning: VPLS

Statistics: VPLS

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Vanguard Malvern Fds (VPLS)

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