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Vanguard Malvern Fds shares owned by Breakwater Capital Group

Quarter-by-quarter ownership of Vanguard Malvern Fds (VPLS) shares owned by Breakwater Capital Group from 13F filings

Historical chart of Breakwater Capital Group investment in Vanguard Malvern Fds

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Malvern Fds held by Breakwater Capital Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Malvern Fds by Breakwater Capital Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $825k 11k 76.72
2023-12-31 $394k 5.1k 76.58

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Vanguard Index Fds Value Etf (VTV)
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Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Faln Angls Usd (FALN)
Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)

View all positions for Breakwater Capital Group

Top funds holding Vanguard Malvern Fds

MorganRosel Wealth Management
Jane Street
Integrity Wealth Solutions
Breakwater Capital Group
Diversified Portfolios
OMNI 360 Wealth
GSG Advisors
Acorn Wealth Advisors
Panoramic Investment Advisors
UBS Group
Stephenson National Bank & Trust
North Star Investment Management

View all funds holding Vanguard Malvern Fds