Vanguard Malvern Fds shares owned by Up Strategic Wealth Investment Advisors
Quarter-by-quarter ownership of Vanguard Malvern Fds (VCRB) shares owned by Up Strategic Wealth Investment Advisors
from 13F filings
Historical chart of Up Strategic Wealth Investment Advisors investment in Vanguard Malvern Fds
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Quarterly reported holdings in Vanguard Malvern Fds by Up Strategic Wealth Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.1M | 90k | 78.72 |
| 2025-06-30 | $6.3M | 81k | 77.58 |
| 2025-03-31 | $5.8M | 75k | 77.43 |
| 2024-12-31 | $3.9M | 52k | 75.81 |
| 2024-09-30 | $4.2M | 53k | 79.19 |
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