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Vanguard Malvern Fds shares owned by UMA Financial Services

Quarter-by-quarter ownership of Vanguard Malvern Fds (VGMS) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Vanguard Malvern Fds

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Malvern Fds held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Malvern Fds by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $23k 448 50.98
2025-12-31 $26k 497 51.58

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Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Blackrock Etf Trust Ishares Us Equit (DYNF)
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Blackrock Etf Trust Ishares A I Inno (BAI)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)

View all positions for UMA Financial Services

Top funds holding Vanguard Malvern Fds

Holos Integrated Wealth
New Capital Management
Jane Street
Buska Wealth Management
D.B. Root & Company
Rialto Wealth Management
Arete Wealth Advisors
Sage Rhino Capital
Dahring | Cusmano
Afg Fiduciary Services Limited Partnership
CRA Financial Services
Kestra Private Wealth Services
Commonwealth Equity Services
Citadel Advisors
GSG Advisors

View all funds holding Vanguard Malvern Fds