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Vanguard Malvern Fds shares owned by LRI Investments

Quarter-by-quarter ownership of Vanguard Malvern Fds (VCRB) shares owned by LRI Investments from 13F filings

Historical chart of LRI Investments investment in Vanguard Malvern Fds

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Malvern Fds held by LRI Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Malvern Fds by LRI Investments

Quarter filed Position value Share count Share price at filing
2024-09-30 $100k 1.3k 76.51
2024-06-30 $87k 1.1k 76.03
2024-03-31 $47k 613 76.50

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View all positions for LRI Investments

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