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Vanguard Malvern Fds shares owned by Peterson Wealth Advisors

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

Historical chart of Peterson Wealth Advisors investment in Vanguard Malvern Fds

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2026-06-30 $236k 3.1k 77.24

More positions owned by Peterson Wealth Advisors

Spdr Series Trust St Str P500etf (SPYM)
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)
Spdr Series Trust St Str P400mid (SPMD)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Series Trust ST STR SP600 SML (SPSM)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Global X Fds 1 3 Mo T Bi Et (CLIP)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ea Series Trust Alpha Arch 1-3 (BOXX)
J P Morgan Exchange Traded F Income Etf (JPIE)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for Peterson 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