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Vanguard Malvern Fds shares owned by Holos Integrated Wealth

Quarter-by-quarter ownership of Vanguard Malvern Fds (VGMS) shares owned by Holos Integrated Wealth from 13F filings

Historical chart of Holos Integrated Wealth investment in Vanguard Malvern Fds

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

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Quarterly reported holdings in Vanguard Malvern Fds by Holos Integrated Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $6.9M 133k 51.64

More positions owned by Holos Integrated Wealth

First Trust Laddered Buffer ETF Etf (BUFR)
Innovator Laddered Allocation Power Buffer Etf (BUFF)
Legacy Ed Stock (LGCY)
Fidelity Total Bond Etf (FBND)
Fidelity Limited Term Bond Etf (FLTB)
Vanguard Multi-Sector Income Bond ETF Etf (VGMS)
Vanguard Mid Cap Etf (VO)
Ishares Russell Top 200 Etf (IWL)
Xtrackers MSCI EAFE Hedged Equity Etf (DBEF)
Vanguard High Yield ETF Etf
Schwab US Dividend Equity Etf (SCHD)
Innovator Defined Wealth Shield Etf (BALT)
Fidelity Enhanced Small Cap Etf (FESM)
Innovator NASDAQ 100 Managed Floor Etf (QFLR)
SPDR Russell 1000 Yield Focus Etf (ONEY)

View all positions for Holos Integrated Wealth

Top funds holding Vanguard Malvern Fds

Jane Street
Holos Integrated Wealth
Rialto Wealth Management
Afg Fiduciary Services Limited Partnership
Royal Bank of Canada
CRA Financial Services
Dahring | Cusmano
GSG Advisors
CWM
Ancora Advisors

View all funds holding Vanguard Malvern Fds