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Vanguard Malvern Fds shares owned by OMNI 360 Wealth

Quarter-by-quarter ownership of Vanguard Malvern Fds (VCRB) shares owned by OMNI 360 Wealth from 13F filings

Historical chart of OMNI 360 Wealth investment in Vanguard Malvern Fds

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Malvern Fds held by OMNI 360 Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Malvern Fds by OMNI 360 Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $660k 8.6k 76.50

More positions owned by OMNI 360 Wealth

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Internatnal Val (DFIV)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Eafe Value Etf (EFV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for OMNI 360 Wealth

Top funds holding Vanguard Malvern Fds

Tilson Financial Group
TCG Advisory Services
NorthLanding Financial Partners
Verum Partners
Commonwealth Equity Services
HighTower Advisors
Lansing Street Advisors
Grand Wealth Management
Jane Street
Nicholas Hoffman & Company
AFS Financial Group
OMNI 360 Wealth
Patriot Investment Management
SJS Investment Consulting
HBK Sorce Advisory

View all funds holding Vanguard Malvern Fds