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Vanguard Malvern Fds shares owned by BKD Wealth Advisors

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

Historical chart of BKD Wealth Advisors investment in Vanguard Malvern Fds

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Malvern Fds by BKD Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $13M 176k 75.81
2024-09-30 $5.0M 63k 79.19
2024-06-30 $616k 8.1k 76.03

More positions owned by BKD Wealth Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ishares Tr Core Msci Total (IXUS)
Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard World Mega Cap Index (MGC)

View all positions for BKD Wealth Advisors

Top funds holding Vanguard Malvern Fds

HBK Sorce Advisory
Martel Wealth Advisors
Financial Engines Advisors L.L.C
Magnolia Wealth Management
Diversified Portfolios
San Luis Wealth Advisors
Tilson Financial Group
American Trust
TCG Advisory Services
Garrett Investment Advisors
Verum Partners
BKD Wealth Advisors
Foundations Investment Advisors
Tull Financial Group
ShankerValleau Wealth Advisors

View all funds holding Vanguard Malvern Fds