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Vanguard Malvern Fds shares owned by Invenio Wealth Partners

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

Historical chart of Invenio Wealth Partners investment in Vanguard Malvern Fds

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Malvern Fds by Invenio Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $12M 158k 78.41
2025-06-30 $11M 146k 77.58

More positions owned by Invenio Wealth Partners

Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Jpmorgan Municipal Etf Etf (JMUB)
Wisdomtree U.s. High Dividend Fund Etf (DHS)
Vanguard S&p 500 Etf Etf (VOO)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Vanguard Core Bond Etf Etf (VCRB)
Ishares Msci Intl Value Factor Etf Etf (IVLU)
Pacer Trendpilot Us Mid Cap Etf Etf (PTMC)
Nyli Mackay Muni Intermediate Etf Etf (MMIT)
Wisdomtree Floating Rate Treasury Fund Etf (USFR)
Wisdomtree Mortgage Plus Bond Fund Etf (MTGP)
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund Etf (XSOE)
Spdr S&p 500 Etf Trust Etf (SPY)
Nvidia Corporation Stock (NVDA)
Pacer Trendpilot Us Large Cap Etf Etf (PTLC)

View all positions for Invenio Wealth Partners

Top funds holding Vanguard Malvern Fds

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Financial Engines Advisors L.L.C
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Magnolia Wealth Management
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View all funds holding Vanguard Malvern Fds