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Vanguard Malvern Fds shares owned by Grand Wealth Management

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

Historical chart of Grand Wealth Management investment in Vanguard Malvern Fds

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Malvern Fds by Grand Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.5M 32k 79.19
2024-06-30 $1.9M 25k 76.03
2024-03-31 $1.7M 23k 76.50

More positions owned by Grand Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust World Ex Us Core (DFAX)
American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Core Msci Emkt (IEMG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Us Real Estate E (DFAR)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Dimensional Etf Trust Global Core Plus (DFGP)

View all positions for Grand Wealth Management

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