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Vanguard Malvern Fds shares owned by Concurrent Investment Advisors

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

Historical chart of Concurrent Investment Advisors investment in Vanguard Malvern Fds

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Malvern Fds by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.8M 23k 77.90
2025-09-30 $757k 9.7k 78.41
2025-06-30 $411k 5.3k 77.57

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View all positions for Concurrent Investment Advisors

Top funds holding Vanguard Malvern Fds

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

View all funds holding Vanguard Malvern Fds