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Vanguard Malvern Fds shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of Vanguard Malvern Fds (VCRB) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in Vanguard Malvern Fds

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Malvern Fds by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2025-06-30 $520k 6.7k 77.58
2025-03-31 $921k 12k 77.43

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View all positions for Atria Wealth Solutions

Top funds holding Vanguard Malvern Fds

HBK Sorce Advisory
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Financial Engines Advisors L.L.C
LPL Financial
Orrstown Financial Services
BLB^B Advisors
Magnolia Wealth Management
Envestnet Asset Management

View all funds holding Vanguard Malvern Fds