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Vanguard Malvern Fds shares owned by Strategic Family Wealth Counselors

Quarter-by-quarter ownership of Vanguard Malvern Fds (VGMS) shares owned by Strategic Family Wealth Counselors from 13F filings

Historical chart of Strategic Family Wealth Counselors investment in Vanguard Malvern Fds

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Malvern Fds by Strategic Family Wealth Counselors

Quarter filed Position value Share count Share price at filing
2026-06-30 $403k 7.9k 51.29

More positions owned by Strategic Family Wealth Counselors

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Roblox Corp Cl A (RBLX)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Capital Group Growth Etf Shs Creat Unit (CGGR)
Vanguard Whitehall Fds High Div Yld (VYM)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Wisdomtree Tr Us Largecap Divd (DLN)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Value Etf (VTV)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
Spdr Series Trust St Str Sp Div (SDY)

View all positions for Strategic Family Wealth Counselors

Top funds holding Vanguard Malvern Fds

Dahring | Cusmano
Holos Integrated Wealth
Buska Wealth Management
Rialto Wealth Management
New Capital Management
GSG Advisors
Jane Street
Royal Bank of Canada
D.B. Root & Company
Kestra Private Wealth Services
D'Orazio & Associates
Afg Fiduciary Services Limited Partnership
CRA Financial Services
Sage Rhino Capital
Citadel Advisors

View all funds holding Vanguard Malvern Fds