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Vanguard Malvern Fds shares owned by J.w. Cole Advisors

Quarter-by-quarter ownership of Vanguard Malvern Fds (VCRB) shares owned by J.w. Cole Advisors from 13F filings

Historical chart of J.w. Cole Advisors investment in Vanguard Malvern Fds

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

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Quarterly reported holdings in Vanguard Malvern Fds by J.w. Cole Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $467k 6.0k 78.42
2025-06-30 $257k 3.3k 77.57

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Vanguard Index Fds Value Etf (VTV)

View all positions for J.w. Cole Advisors

Top funds holding Vanguard Malvern Fds

HBK Sorce Advisory
Signature
Martel Wealth Advisors
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Assetmark
Diversified Portfolios
CLS Investments
Smith & Howard Wealth Management
Alerus Financial
Financial Engines Advisors L.L.C
LPL Financial
Orrstown Financial Services
BLB^B Advisors
Magnolia Wealth Management
Envestnet Asset Management

View all funds holding Vanguard Malvern Fds