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Vanguard Malvern Fds shares owned by Oak Wealth Advisors

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

Historical chart of Oak Wealth Advisors investment in Vanguard Malvern Fds

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Malvern Fds held by Oak 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 Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $352k 4.6k 77.23

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View all positions for Oak Wealth Advisors

Top funds holding Vanguard Malvern Fds

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

View all funds holding Vanguard Malvern Fds