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Vanguard Malvern Fds shares owned by ShankerValleau Wealth Advisors

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

Historical chart of ShankerValleau Wealth Advisors investment in Vanguard Malvern Fds

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $13M 167k 78.41
2025-06-30 $12M 157k 77.58
2025-03-31 $12M 151k 77.43
2024-12-31 $11M 148k 75.81

More positions owned by ShankerValleau Wealth Advisors

Oracle Corporation (ORCL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Internatnal Val (DFIV)
American Centy Etf Tr Real Estate Etf (AVRE)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Malvern Fds Strm Infproidx (VTIP)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Us Larg (AVLC)
Dimensional Etf Trust Intl Small Cap V (DISV)
Progressive Corporation (PGR)

View all positions for ShankerValleau Wealth Advisors

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