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Vanguard Malvern Fds shares owned by Emergent Wealth Advisors

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

Historical chart of Emergent Wealth Advisors investment in Vanguard Malvern Fds

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Malvern Fds by Emergent Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.0M 13k 77.90

More positions owned by Emergent Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Growth Etf (VUG)
Ishares Core Msci Emkt (IEMG)
Pimco Etf Tr Active Bd Etf (BOND)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Extend Mkt Etf (VXF)
Spdr Series Trust State Street Spd (SPLG)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Blackrock Etf Trust Ii Ishares Flexible (BINC)

View all positions for Emergent Wealth Advisors

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