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Vanguard Malvern Fds shares owned by Strategic Family Wealth Counselors

Quarter-by-quarter ownership of Vanguard Malvern Fds (VCRB) shares owned by Strategic Family Wealth Counselors from 13F filings

Historical chart of Strategic Family Wealth Counselors investment in Vanguard Malvern Fds

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Malvern Fds held by Strategic Family Wealth Counselors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Malvern Fds by Strategic Family Wealth Counselors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.7M 22k 79.19
2024-06-30 $911k 12k 76.03

More positions owned by Strategic Family Wealth Counselors

Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Roblox Corp Cl A (RBLX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Whitehall Fds High Div Yld (VYM)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Uber Technologies (UBER)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Ser Tr S&p Divid Etf (SDY)
Wisdomtree Tr Us Largecap Divd (DLN)
First Tr Value Line Divid In SHS (FVD)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)

View all positions for Strategic Family Wealth Counselors

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
TCG Advisory Services
Verum Partners
Garrett Investment Advisors
SJS Investment Consulting
Mills Wealth Advisors
Kaizen Financial Strategies
KC Investment Advisors

View all funds holding Vanguard Malvern Fds