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Vanguard Malvern Fds shares owned by Balance Wealth

Quarter-by-quarter ownership of Vanguard Malvern Fds (VPLS) shares owned by Balance Wealth from 13F filings

Historical chart of Balance Wealth investment in Vanguard Malvern Fds

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Malvern Fds by Balance Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $14M 183k 78.63
2025-06-30 $9.0M 116k 77.80
2025-03-31 $4.1M 52k 77.56

More positions owned by Balance Wealth

Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Select Sector Spdr Tr Sbi Healthcare (XLV)
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
2023 Etf Series Trust Brandes Internat (BINV)
Ishares Tr Core Intl Aggr (IAGG)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Wells Fargo & Company (WFC)
Dimensional Etf Trust Us Core Equity 2 (DFAC)

View all positions for Balance Wealth

Top funds holding Vanguard Malvern Fds

WNY Asset Management
LPL Financial
Summit Financial
Royal Bank of Canada
Balance Wealth
Diversified Portfolios
Keystone Financial Group
First Commonwealth Financial Corporation
MorganRosel Wealth Management
Fagan Associates
Leavell Investment Management
Landmark Wealth Management
Panoramic Investment Advisors
Dynamic Advisors Solutions
Commonwealth Equity Services

View all funds holding Vanguard Malvern Fds