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Vanguard Malvern Fds shares owned by Action Point Financial Planning

Quarter-by-quarter ownership of Vanguard Malvern Fds (VCRB) shares owned by Action Point Financial Planning from 13F filings

Historical chart of Action Point Financial Planning investment in Vanguard Malvern Fds

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Malvern Fds held by Action Point Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Malvern Fds by Action Point Financial Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.4M 43k 77.38

More positions owned by Action Point Financial Planning

American Centy Etf Tr Us Large Cap Vlu (AVLV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Global Core Plus (DFGP)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Mktwide Value (DFUV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Small Cap V (DISV)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)

View all positions for Action Point Financial Planning

Top funds holding Vanguard Malvern Fds

HBK Sorce Advisory
Signature
Advance Capital Management
Bank of New York Mellon
Bank of America Corporation
Nepc
BKD Wealth Advisors
Martel Wealth Advisors
Assetmark
Diversified Portfolios
Smith & Howard Wealth Management
LPL Financial
BLB^B Advisors
Alerus Financial
Financial Engines Advisors L.L.C

View all funds holding Vanguard Malvern Fds