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Vanguard Malvern Fds shares owned by Retirement Planning Group

Quarter-by-quarter ownership of Vanguard Malvern Fds (VCRB) shares owned by Retirement Planning Group from 13F filings

Historical chart of Retirement Planning Group investment in Vanguard Malvern Fds

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Malvern Fds held by Retirement Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Malvern Fds by Retirement Planning Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.5M 32k 78.41
2025-06-30 $2.7M 35k 77.58
2025-03-31 $3.0M 39k 77.43

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Etfis Ser Tr I Virtus Newfleet (NFLT)
Neos Etf Trust Neos Enhcd Inme (BNDI)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Costco Wholesale Corporation (COST)
Apple (AAPL)

View all positions for Retirement Planning Group

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