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Vanguard Malvern Fds shares owned by CPA Asset Management

Quarter-by-quarter ownership of Vanguard Malvern Fds shares owned by CPA Asset Management from 13F filings

Historical chart of CPA Asset Management investment in Vanguard Malvern Fds

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Malvern Fds held by CPA Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Malvern Fds by CPA Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.1M 54k 76.38

More positions owned by CPA Asset Management

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Gold Tr Ishares New (IAU)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Inflation Prote (DFIP)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Intl High Profit (DIHP)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Investment Grade (IGEB)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Caterpillar (CAT)

View all positions for CPA Asset Management

Top funds holding Vanguard Malvern Fds

CPA Asset Management
Susquehanna International
Meridian Wealth Partners
Mather Group
CoreCap Advisors

View all funds holding Vanguard Malvern Fds