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Vanguard Malvern Fds shares owned by Medallion Wealth Advisors

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

Historical chart of Medallion Wealth Advisors investment in Vanguard Malvern Fds

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Malvern Fds by Medallion Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $207k 2.7k 77.38
2025-12-31 $189k 2.4k 77.90
2025-09-30 $86k 1.1k 78.40
2025-06-30 $85k 1.1k 77.32

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View all positions for Medallion Wealth Advisors

Top funds holding Vanguard Malvern Fds

HBK Sorce Advisory
Signature
Advance Capital Management
Bank of New York Mellon
Bank of America Corporation
Nepc
BKD Wealth Advisors
Martel Wealth Advisors
Assetmark
Diversified Portfolios
Smith & Howard Wealth Management
LPL Financial
BLB^B Advisors
Alerus Financial
Financial Engines Advisors L.L.C

View all funds holding Vanguard Malvern Fds