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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
2024-12-31 $11M 148k 75.81

More positions owned by ShankerValleau Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Oracle Corporation (ORCL)
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)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Vanguard Malvern Fds Strm Infproidx (VTIP)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Progressive Corporation (PGR)
Dimensional Etf Trust Intl Small Cap V (DISV)

View all positions for ShankerValleau Wealth Advisors

Top funds holding Vanguard Malvern Fds

HBK Sorce Advisory
Financial Engines Advisors L.L.C
Magnolia Wealth Management
San Luis Wealth Advisors
Diversified Portfolios
Tilson Financial Group
Foundations Investment Advisors
Tull Financial Group
ShankerValleau Wealth Advisors
Verum Partners
Garrett Investment Advisors
SJS Investment Consulting
Mills Wealth Advisors
Kaizen Financial Strategies
McIlrath & Eck

View all funds holding Vanguard Malvern Fds