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Vanguard Malvern Fds shares owned by 55 North Private Wealth

Quarter-by-quarter ownership of Vanguard Malvern Fds (VCRB) shares owned by 55 North Private Wealth from 13F filings

Historical chart of 55 North Private Wealth investment in Vanguard Malvern Fds

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Malvern Fds held by 55 North Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Malvern Fds by 55 North Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.8M 49k 77.89

More positions owned by 55 North Private Wealth

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Short Duration F (DFSD)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Dimensional Etf Trust World Ex Us Core (DFAX)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Index Fds Growth Etf (VUG)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)

View all positions for 55 North Private Wealth

Top funds holding Vanguard Malvern Fds

HBK Sorce Advisory
Signature
Advance Capital Management
Martel Wealth Advisors
Assetmark
BKD Wealth Advisors
Diversified Portfolios
CLS Investments
Smith & Howard Wealth Management
Alerus Financial
Financial Engines Advisors L.L.C
BLB^B Advisors
LPL Financial
Orrstown Financial Services
Magnolia Wealth Management

View all funds holding Vanguard Malvern Fds