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Vanguard Malvern Fds shares owned by Cogent Private Wealth

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

Historical chart of Cogent Private Wealth investment in Vanguard Malvern Fds

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Malvern Fds by Cogent Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.1M 27k 77.90

More positions owned by Cogent Private Wealth

American Centy Etf Tr Avantis Core Fi (AVIG)
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Dimensional Etf Trust World Ex Us Core (DFAX)
Ishares Tr Core 60/40 Balan (AOR)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
American Centy Etf Tr Us Eqt Etf (AVUS)
Apple (AAPL)
Spdr Gold Tr Gold Shs (GLD)
American Centy Etf Tr Avantis All Eqt (AVGE)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Global Cr Etf (DGCB)

View all positions for Cogent Private Wealth

Top funds holding Vanguard Malvern Fds

HBK Sorce Advisory
Signature
Advance Capital Management
Martel Wealth Advisors
Assetmark
BKD Wealth Advisors
Diversified Portfolios
CLS Investments
Smith & Howard Wealth Management
Alerus Financial
Financial Engines Advisors L.L.C
BLB^B Advisors
LPL Financial
Orrstown Financial Services
Magnolia Wealth Management

View all funds holding Vanguard Malvern Fds