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Vanguard Malvern Fds shares owned by Bogart Wealth

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

Historical chart of Bogart Wealth investment in Vanguard Malvern Fds

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Malvern Fds by Bogart Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.4M 56k 78.41
2025-06-30 $3.8M 49k 77.58
2025-03-31 $3.2M 41k 77.43

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Exxon Mobil Corp Stock (XOM)
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Jpmorgan International Research Enhanced Equity Etf Etf (JIRE)
Vanguard Total Bond Market Etf Etf (BND)
Capital Group Dividend Value Etf Etf (CGDV)
Victoryshares Core Intermediate Bond Etf Etf (UITB)
Columbia Research Enhanced Core Etf Etf (RECS)
Jpmorgan Core Plus Bond Etf Etf (JCPB)
Invesco Nasdaq 100 Etf Etf (QQQM)
Schwab Fundamental Emerging Markets Equity Etf Etf (FNDE)
Invesco S&p 500 Top 50 Etf Etf (XLG)
Vanguard Total International Stock Etf Etf (VXUS)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Global X Adaptive U.s. Factor Etf Etf (AUSF)

View all positions for Bogart Wealth

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