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Vanguard Malvern Fds shares owned by Keystone Wealth Services

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

Historical chart of Keystone Wealth Services investment in Vanguard Malvern Fds

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Malvern Fds by Keystone Wealth Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $473k 6.0k 78.41
2025-06-30 $395k 5.1k 77.57
2025-03-31 $275k 3.6k 77.42

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View all positions for Keystone Wealth Services

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