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Vanguard Malvern Fds shares owned by Conservest Capital Advisors

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

Historical chart of Conservest Capital Advisors investment in Vanguard Malvern Fds

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Malvern Fds by Conservest Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.0M 25k 78.41
2025-06-30 $1.3M 17k 77.58

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View all positions for Conservest Capital Advisors

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