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Vanguard Malvern Fds shares owned by Surience Private Wealth

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

Historical chart of Surience Private Wealth investment in Vanguard Malvern Fds

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Malvern Fds by Surience Private Wealth

Quarter filed Position value Share count Share price at filing
2026-09-30 $553k 11k 49.52

More positions owned by Surience Private Wealth

Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vaneck Etf Trust Semiconductr Etf (SMH)
Select Sector Spdr Tr St Str Techn Etf (XLK)
Select Sector Spdr Tr St Str Util Etf (XLU)
Select Sector Spdr Tr St Str Care Etf (XLV)
Dollar Tree (DLTR)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Palantir Technologies Cl A (PLTR)
Vanguard Wellington Short Trm Tax Ex (VTES)
Space Exploration Techn Corp Class A Com Stk (SPCX)

View all positions for Surience Private Wealth

Top funds holding Vanguard Malvern Fds

Dahring | Cusmano
Holos Integrated Wealth
Buska Wealth Management
Net Worth Advisory Group
Rialto Wealth Management
New Capital Management
GSG Advisors
Oppenheimer & Co
Jane Street
Royal Bank of Canada
Modern Wealth Management
D.B. Root & Company
Kestra Private Wealth Services
Steel Peak Wealth Management
D'Orazio & Associates

View all funds holding Vanguard Malvern Fds