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Vanguard Malvern Fds shares owned by Enclave Advisors

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

Historical chart of Enclave Advisors investment in Vanguard Malvern Fds

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

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Quarterly reported holdings in Vanguard Malvern Fds by Enclave Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.8M 23k 79.19

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Vanguard Specialized Funds Div App Etf (VIG)
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Ishares Tr Core S&p500 Etf (IVV)
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Vanguard World Inf Tech Etf (VGT)
Vanguard Index Fds Mid Cap Etf (VO)
Select Sector Spdr Tr Energy (XLE)
Microsoft Corporation (MSFT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Exxon Mobil Corporation (XOM)
Alps Etf Tr Alerian Mlp (AMLP)
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Aerospace Def (XAR)

View all positions for Enclave Advisors

Top funds holding Vanguard Malvern Fds

HBK Sorce Advisory
Financial Engines Advisors L.L.C
Magnolia Wealth Management
San Luis Wealth Advisors
Diversified Portfolios
Tilson Financial Group
Foundations Investment Advisors
Tull Financial Group
TCG Advisory Services
Verum Partners
Garrett Investment Advisors
SJS Investment Consulting
Mills Wealth Advisors
Kaizen Financial Strategies
McIlrath & Eck

View all funds holding Vanguard Malvern Fds