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Vanguard Malvern Fds shares owned by San Luis Wealth Advisors

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

Historical chart of San Luis Wealth Advisors investment in Vanguard Malvern Fds

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Malvern Fds held by San Luis 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 San Luis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $18M 229k 78.41
2025-06-30 $16M 211k 77.58
2025-03-31 $34M 435k 77.43
2024-12-31 $39M 519k 75.81
2024-09-30 $38M 480k 79.19
2024-06-30 $30M 395k 76.03