Mills Wealth Advisors »

Vanguard Malvern Fds shares owned by Mills Wealth Advisors

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

Historical chart of Mills Wealth Advisors investment in Vanguard Malvern Fds

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Malvern Fds by Mills Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $13M 170k 76.03
2024-03-31 $5.1M 67k 76.50
2023-12-31 $458k 5.9k 77.33

More positions owned by Mills Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl High Profit (DIHP)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Alps Etf Tr Alerian Mlp (AMLP)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Emerging Mkts Va (DFEV)

View all positions for Mills Wealth Advisors

Top funds holding Vanguard Malvern Fds

Magnolia Wealth Management
San Luis Wealth Advisors
Mills Wealth Advisors
TCG Advisory Services
Verum Partners
Kaizen Financial Strategies
SJS Investment Consulting
NorthLanding Financial Partners
Garrett Investment Advisors
Branch Banking & Trust Company
HighTower Advisors
Private Capital Management
Nicholas Hoffman & Company
Jane Street
Commonwealth Equity Services

View all funds holding Vanguard Malvern Fds