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Vanguard Malvern Fds shares owned by Centric Wealth Management

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

Historical chart of Centric Wealth Management investment in Vanguard Malvern Fds

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

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Quarterly reported holdings in Vanguard Malvern Fds by Centric Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $17M 220k 76.09

More positions owned by Centric Wealth Management

United Parcel Svcs CL B (UPS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr 0-3 Mth Treasury (SGOV)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Apple (AAPL)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
UnitedHealth (UNH)
Hartford Fds Exchange Traded Strat Incom Etf (HFSI)
Vanguard Index Fds Total Stk Mkt (VTI)
Wal-Mart Stores (WMT)
Pacer Fds Tr Lunt Lrgcp Multi (PALC)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
NVIDIA Corporation (NVDA)
Ishares Tr Ibonds Dec 2030 (IBDV)

View all positions for Centric Wealth Management

Top funds holding Vanguard Malvern Fds

HBK Sorce Advisory
Signature
Advance Capital Management
Bank of New York Mellon
Bank of America Corporation
Nepc
BKD Wealth Advisors
Martel Wealth Advisors
Assetmark
Diversified Portfolios
Smith & Howard Wealth Management
LPL Financial
BLB^B Advisors
Financial Engines Advisors L.L.C
Alerus Financial

View all funds holding Vanguard Malvern Fds