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Vanguard Malvern Fds shares owned by CWS Financial Advisors

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

Historical chart of CWS Financial Advisors investment in Vanguard Malvern Fds

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Malvern Fds by CWS Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $258k 3.3k 77.88
2025-09-30 $221k 2.8k 78.40

More positions owned by CWS Financial Advisors

Stryker Corporation (SYK)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Vanguard Index Fds Small Cp Etf (VB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Scottsdale Fds Short Term Treas (VGSH)

View all positions for CWS Financial 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