SEC 13F Intelligence

R. W. Roge & Company, Inc. / VPLS

R. W. Roge & Company, Inc.’s Vanguard Malvern Fds Position

Does R. W. Roge & Company, Inc. own Vanguard Malvern Fds (VPLS)? Yes107.3K shares worth $8M (+3.97% of its 13F portfolio) as of Q1 2026, up from 6.0K shares the prior filed quarter.

Position Value
$8M
Q1 2026
Shares
107.3K
% of Portfolio
+3.97%
Quarters Held
2
currently held

Position History VPLS

Reported value by quarter
Q4 ’25: $467,000Q4 ’25Q1 ’26: $8MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026107.3K$8M+3.97%
Q4 20256.0K$467,000+0.23%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See R. W. Roge & Company, Inc.’s full portfolio or all institutional holders of VPLS.