San Luis Wealth Advisors »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Malvern Fds by San Luis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $30M 395k 76.03

More positions owned by San Luis Wealth Advisors

Ea Series Trust Marketdesk Focus (FDIV)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)
Powershares Actively Managed Aaa Clo Fltng Rt (ICLO)
Vanguard Bd Index Fds Intermed Term (BIV)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Vanguard Wellington Short Trm Tax Ex (VTES)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Ishares Tr Broad Usd High (USHY)

View all positions for San Luis Wealth Advisors

Top funds holding Vanguard Malvern Fds

Magnolia Wealth Management
San Luis Wealth Advisors
Mills Wealth Advisors
TCG Advisory Services
Verum Partners
Kaizen Financial Strategies
SJS Investment Consulting
NorthLanding Financial Partners
Garrett Investment Advisors
Branch Banking & Trust Company
HighTower Advisors
Private Capital Management
Nicholas Hoffman & Company
Jane Street
Commonwealth Equity Services

View all funds holding Vanguard Malvern Fds