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Vanguard Malvern Fds shares owned by OMNI 360 Wealth

Quarter-by-quarter ownership of Vanguard Malvern Fds (VCRB) shares owned by OMNI 360 Wealth from 13F filings

Historical chart of OMNI 360 Wealth investment in Vanguard Malvern Fds

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Malvern Fds held by OMNI 360 Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Malvern Fds by OMNI 360 Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.9M 37k 79.19
2024-06-30 $1.6M 21k 76.03
2024-03-31 $660k 8.6k 76.50

More positions owned by OMNI 360 Wealth

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Core Msci Emkt (IEMG)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Dimensional Etf Trust Internatnal Val (DFIV)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for OMNI 360 Wealth

Top funds holding Vanguard Malvern Fds

HBK Sorce Advisory
Martel Wealth Advisors
Financial Engines Advisors L.L.C
Magnolia Wealth Management
Diversified Portfolios
San Luis Wealth Advisors
Tilson Financial Group
American Trust
TCG Advisory Services
Garrett Investment Advisors
Verum Partners
BKD Wealth Advisors
Foundations Investment Advisors
Tull Financial Group
ShankerValleau Wealth Advisors

View all funds holding Vanguard Malvern Fds