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Vanguard Malvern Fds shares owned by BCR Wealth Strategies

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

Historical chart of BCR Wealth Strategies investment in Vanguard Malvern Fds

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Malvern Fds by BCR Wealth Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $23M 288k 78.41
2025-06-30 $20M 255k 77.58
2025-03-31 $12M 155k 77.43

More positions owned by BCR Wealth Strategies

American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Dimensional Us (DXUV)
American Centy Etf Tr Avantis Core Fi (AVIG)
Dimensional Etf Trust Core Fixed Incom (DFCF)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Dimensional Intl (DXIV)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Ultra Short Dur (ICSH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Index Fds Extend Mkt Etf (VXF)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
NVIDIA Corporation (NVDA)

View all positions for BCR Wealth Strategies

Top funds holding Vanguard Malvern Fds

HBK Sorce Advisory
Signature
Martel Wealth Advisors
BKD Wealth Advisors
Assetmark
Diversified Portfolios
CLS Investments
Smith & Howard Wealth Management
Alerus Financial
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