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Vanguard Malvern Fds shares owned by Quantum Financial Planning Services

Quarter-by-quarter ownership of Vanguard Malvern Fds (VCRB) shares owned by Quantum Financial Planning Services from 13F filings

Historical chart of Quantum Financial Planning Services investment in Vanguard Malvern Fds

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Malvern Fds held by Quantum Financial Planning Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Malvern Fds by Quantum Financial Planning Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $27M 341k 78.41
2025-06-30 $27M 343k 77.58
2025-03-31 $5.7M 74k 77.43
2024-12-31 $5.2M 69k 75.81

More positions owned by Quantum Financial Planning Services

Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Growth Etf (VUG)
Spdr Series Trust Portfolio S&p500 (SPLG)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Dimensional Etf Trust Intl Core Equity (DFIC)
Capital Group Core Balanced SHS (CGBL)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Apple (AAPL)
Microsoft Corporation (MSFT)
Costco Wholesale Corporation (COST)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Quantum Financial Planning Services

Top funds holding Vanguard Malvern Fds

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

View all funds holding Vanguard Malvern Fds