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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

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Quarterly reported holdings in Vanguard Malvern Fds by Mills Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $10M 127k 79.19
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 Etf (JPST)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Intl High Profit (DIHP)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Alps Etf Tr Alerian Mlp (AMLP)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Dimensional Etf Trust Ultrashort Fixed (DUSB)

View all positions for Mills Wealth Advisors

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
KC Investment Advisors

View all funds holding Vanguard Malvern Fds