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Vanguard Malvern Fds shares owned by New England Private Wealth Advisors

Quarter-by-quarter ownership of Vanguard Malvern Fds (VGMS) shares owned by New England Private Wealth Advisors from 13F filings

Historical chart of New England Private Wealth Advisors investment in Vanguard Malvern Fds

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Malvern Fds held by New England Private Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Malvern Fds by New England Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $261k 5.1k 51.58

More positions owned by New England Private Wealth Advisors

Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Total Stk Mkt (VTI)
First Tr Exchange-traded SHS (FVD)
Broadstone Net Lease (BNL)
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Vanguard Index Fds Extend Mkt Etf (VXF)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Profesionally Managed Portfo Akre Focus Etf (AKRE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Future Exponenti (XT)

View all positions for New England Private Wealth Advisors

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
Dahring | Cusmano
Afg Fiduciary Services Limited Partnership
Kestra Private Wealth Services
Royal Bank of Canada
CRA Financial Services
GSG Advisors
Ballast Rock Private Wealth
D'Orazio & Associates

View all funds holding Vanguard Malvern Fds