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Vanguard Malvern Fds shares owned by Rialto Wealth Management

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

Historical chart of Rialto Wealth Management investment in Vanguard Malvern Fds

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Malvern Fds held by Rialto 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 Rialto Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.7M 52k 51.58
2025-09-30 $1.7M 33k 51.77

More positions owned by Rialto Wealth Management

Spdr Series Trust State Street Spd (SPTM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Small Cp Etf (VB)
Dimensional Etf Trust Intl Core Equity (DFIC)

View all positions for Rialto Wealth Management

Top funds holding Vanguard Malvern Fds

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

View all funds holding Vanguard Malvern Fds