Back to UNITED CAPITAL FINANCIAL ADVISORS, LLC UNITED CAPITAL FINANCIAL ADVISORS, LLC

VPLSVPLS
3 quarters

Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLCUNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in VANGUARD MALVERN FDS

Yes. United Capital Financial Advisors holds 88,372 shares of VPLS, worth $6.8M, as of its Q2 2026 13F filing. It increased the position by 4,965 shares (+6.0%) from Q1 2026. United Capital Financial Advisors has held VPLS since Q4 2025, across 3 quarterly 13F filings.

Current Value

$6.8M

Current Shares

88,372

Total Value Change

+$846,840

Total Shares Change

+11,488

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
88,372
+6.0%
$6.8M0.0%$76.37
29
2026-Q1
Increased
83,407
+8.5%
$6.5M0.0%$76.13
30
2025-Q4
New
76,884
-
$6M0.0%$76.11
38

Other major holders of VPLS: BANK OF AMERICA CORP /DE/, LPL Financial LLC

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