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Vanguard Malvern Fds shares owned by Cape Investment Advisory

Quarter-by-quarter ownership of Vanguard Malvern Fds (VCRB) shares owned by Cape Investment Advisory from 13F filings

Historical chart of Cape Investment Advisory investment in Vanguard Malvern Fds

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Malvern Fds held by Cape Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Malvern Fds by Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2025-06-30 $211k 2.7k 77.58
2025-03-31 $15k 197 77.43

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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