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Vanguard Malvern Fds shares owned by New England Capital Financial Advisors

Quarter-by-quarter ownership of Vanguard Malvern Fds (VCRB) shares owned by New England Capital Financial Advisors from 13F filings

Historical chart of New England Capital Financial Advisors investment in Vanguard Malvern Fds

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Malvern Fds held by New England Capital Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Malvern Fds by New England Capital Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.0M 65k 77.89

More positions owned by New England Capital Financial Advisors

Capital Group Growth Etf Shs Creation Uni (CGGR)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ssga Active Etf Tr State Street Mul (RLY)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Spdr Series Trust State Street Spd (SPYG)
Spdr Series Trust State Street Spd (SPYV)
Hartford Fds Exchange Traded Strategic Income (HFSI)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Spdr Series Trust State Street Spd (SLYG)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)

View all positions for New England Capital Financial Advisors

Top funds holding Vanguard Malvern Fds

HBK Sorce Advisory
Signature
Advance Capital Management
Martel Wealth Advisors
Assetmark
BKD Wealth Advisors
Diversified Portfolios
CLS Investments
Smith & Howard Wealth Management
Alerus Financial
Financial Engines Advisors L.L.C
BLB^B Advisors
LPL Financial
Orrstown Financial Services
Magnolia Wealth Management

View all funds holding Vanguard Malvern Fds