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Vanguard Malvern Fds shares owned by D.B. Root & Company

Quarter-by-quarter ownership of Vanguard Malvern Fds (VGMS) shares owned by D.B. Root & Company from 13F filings

Historical chart of D.B. Root & Company investment in Vanguard Malvern Fds

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Malvern Fds held by D.B. Root & Company consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Malvern Fds by D.B. Root & Company

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.0M 57k 51.58

More positions owned by D.B. Root & Company

J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Pimco Etf Tr Multisector Bd (PYLD)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Apple (AAPL)
Innovator Etfs Trust U S Eq 10 Buffer (ZALT)
Innovator Etfs Trust Buffer Step Up S (BSTP)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Innovator Etfs Trust Intl Dvlpd 10 Bu (IBUF)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dick's Sporting Goods (DKS)
Select Sector Spdr Tr State Street Tec (XLK)

View all positions for D.B. Root & Company

Top funds holding Vanguard Malvern Fds

Holos Integrated Wealth
New Capital Management
Jane Street
D.B. Root & Company
Rialto Wealth Management
Buska Wealth Management
Arete Wealth Advisors
Afg Fiduciary Services Limited Partnership
Kestra Private Wealth Services
Royal Bank of Canada
CRA Financial Services
Dahring | Cusmano
GSG Advisors
Ballast Rock Private Wealth
D'Orazio & Associates

View all funds holding Vanguard Malvern Fds