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Vanguard Malvern Fds shares owned by Modern Wealth Management

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

Historical chart of Modern Wealth Management investment in Vanguard Malvern Fds

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Malvern Fds by Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $757k 15k 50.88

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Putnam Etf Trust Focused Lar Cap (PVAL)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
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Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Modern Wealth Management

Top funds holding Vanguard Malvern Fds

Dahring | Cusmano
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Rialto Wealth Management
D.B. Root & Company
GSG Advisors
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Arete Wealth Advisors
Jane Street
Sage Rhino Capital
Afg Fiduciary Services Limited Partnership
CRA Financial Services
D'Orazio & Associates
Kestra Private Wealth Services

View all funds holding Vanguard Malvern Fds