Who owns VANGUARD MALVERN FDS?
- Ticker: VCRB
- CUSIP Number: 922020748
Tip: Access positions for across all investors
Analyze quarterly positions in Vanguard Malvern Fds with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold VANGUARD MALVERN FDS this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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HBK Sorce Advisory | 6.7M | $533M | 145549% | Sep 2024 |
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Financial Engines Advisors L.L.C | 713k | $57M | 100% | Sep 2024 |
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Magnolia Wealth Management | 584k | $46M | 7% | Sep 2024 |
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San Luis Wealth Advisors | 480k | $38M | 22% | Sep 2024 |
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Diversified Portfolios | 349k | $28M | 1546% | Sep 2024 |
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Tilson Financial Group | 232k | $18M | 100% | Sep 2024 |
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Foundations Investment Advisors | 212k | $17M | 100% | Sep 2024 |
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Tull Financial Group | 168k | $13M | 100% | Sep 2024 |
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TCG Advisory Services | 164k | $12M | 65% | Jun 2024 |
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Verum Partners | 145k | $12M | 12% | Sep 2024 |
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Garrett Investment Advisors | 133k | $11M | 119% | Sep 2024 |
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SJS Investment Consulting | 131k | $10M | 78% | Sep 2024 |
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Mills Wealth Advisors | 127k | $10M | -25% | Sep 2024 |
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Kaizen Financial Strategies | 106k | $8.4M | 7% | Sep 2024 |
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McIlrath & Eck | 102k | $8.1M | 100% | Sep 2024 |
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KC Investment Advisors | 100k | $7.9M | 100% | Sep 2024 |
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Lansing Street Advisors | 84k | $6.7M | 246% | Sep 2024 |
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NorthLanding Financial Partners | 77k | $6.1M | 5% | Sep 2024 |
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Branch Banking & Trust Company | 56k | $4.3M | 100% | Jun 2024 |
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Greenwich Wealth Management | 41k | $3.3M | 300% | Sep 2024 |
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HighTower Advisors | 37k | $2.8M | 20% | Jun 2024 |
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OMNI 360 Wealth | 37k | $2.9M | 79% | Sep 2024 |
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Private Capital Management | 35k | $2.7M | 1031% | Jun 2024 |
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Nicholas Hoffman & Company | 32k | $2.5M | 9% | Sep 2024 |
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Grand Wealth Management | 32k | $2.5M | 31% | Sep 2024 |
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Elite Life Management | 32k | $2.5M | 100% | Sep 2024 |
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Jane Street | 26k | $2.1M | -11% | Sep 2024 |
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Compton Wealth Advisory Group | 25k | $2.0M | 100% | Sep 2024 |
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Commonwealth Equity Services | 25k | $2.0M | 0% | Sep 2024 |
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Patriot Investment Management | 23k | $1.8M | 21% | Sep 2024 |
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Enclave Advisors | 23k | $1.8M | 100% | Sep 2024 |
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Flow Traders US | 22k | $1.7M | -5% | Sep 2024 |
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Strategic Family Wealth Counselors | 22k | $1.7M | 82% | Sep 2024 |
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Principal Securities | 18k | $1.4M | 128% | Sep 2024 |
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Barry Investment Advisors | 17k | $1.3M | 100% | Sep 2024 |
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Envestnet Asset Management | 14k | $1.1M | -12% | Sep 2024 |
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LPL Financial | 9.3k | $736k | 100% | Sep 2024 |
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BKD Wealth Advisors | 8.1k | $616k | 100% | Jun 2024 |
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Cambridge Investment Research Advisors | 7.9k | $625k | 38% | Sep 2024 |
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Chicago Partners Investment | 6.7k | $521k | 102% | Sep 2024 |
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Proffitt & Goodson | 6.3k | $498k | 216% | Sep 2024 |
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Essex Financial Services | 5.3k | $411k | 0% | Sep 2024 |
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Goss Wealth Management | 4.8k | $365k | 100% | Jun 2024 |
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Royal Bank of Canada | 4.2k | $335k | 100% | Sep 2024 |
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Pasadena Private Wealth | 3.4k | $267k | -1% | Sep 2024 |
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Cornerstone Advisory | 3.0k | $238k | 100% | Sep 2024 |
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Plan | 2.8k | $223k | 100% | Sep 2024 |
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Olistico Wealth | 1.3k | $106k | 136% | Sep 2024 |
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LRI Investments | 1.3k | $100k | 14% | Sep 2024 |
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Mendota Financial Group | 1.1k | $86k | 1% | Sep 2024 |
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Harbor Investment Advisory | 929.00 | $74k | 528% | Sep 2024 |
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Advisor Group Holdings | 760.00 | $60k | 91% | Sep 2024 |
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Stephenson National Bank & Trust | 538.00 | $43k | 0% | Sep 2024 |
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Jpmorgan Chase & Co | 153.00 | $12k | -96% | Sep 2024 |
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Who sold out of Vanguard Malvern Fds?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
AFS Financial Group | Mar 2024 | 11k | $807k |
Sandy Spring Bank | Jun 2024 | 416.00 | $32k |