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Vanguard Malvern Fds shares owned by New Capital Management

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

Historical chart of New Capital Management investment in Vanguard Malvern Fds

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Malvern Fds by New Capital Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.2M 101k 51.58

More positions owned by New Capital Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Rbb Fund Trust Longview Advantg (EBI)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ishares Tr Core Univrsl Usd (IUSB)
Dimensional Etf Trust International (DFSI)
Pepsi (PEP)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Alphabet Cap Stk Cl C (GOOG)
NVIDIA Corporation (NVDA)
Vanguard Malvern Fds Multi Sector (VGMS)
J P Morgan Exchange Traded F Active Bond Etf (JBND)

View all positions for New Capital Management

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