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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
2024-03-31 $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)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Intl Aggr (IAGG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Core Msci Emkt (IEMG)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Esg Awr Us Agrgt (EAGG)
Dimensional Etf Trust Us Real Estate E (DFAR)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Grand Wealth Management

Top funds holding Vanguard Malvern Fds

Tilson Financial Group
TCG Advisory Services
NorthLanding Financial Partners
Verum Partners
Commonwealth Equity Services
HighTower Advisors
Lansing Street Advisors
Grand Wealth Management
Jane Street
Nicholas Hoffman & Company
AFS Financial Group
OMNI 360 Wealth
Patriot Investment Management
SJS Investment Consulting
HBK Sorce Advisory

View all funds holding Vanguard Malvern Fds