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Vanguard Malvern Fds shares owned by Principia Wealth Advisory

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

Historical chart of Principia Wealth Advisory investment in Vanguard Malvern Fds

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Malvern Fds by Principia Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $175k 3.4k 51.58
2025-09-30 $183k 3.5k 51.77

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View all positions for Principia Wealth Advisory

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