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Vanguard Malvern Fds shares owned by Beaird Harris Wealth Management

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

Historical chart of Beaird Harris Wealth Management investment in Vanguard Malvern Fds

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All positions including Vanguard Malvern Fds held by Beaird Harris 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 Beaird Harris Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $7.0M 90k 77.58
2026-03-31 $4.2M 54k 77.59

More positions owned by Beaird Harris Wealth Management

Dimensional Etf Trust Shor Dur Fix Etf (DFSD)
Dimensional Etf Trust Core Fixe In Etf (DFCF)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us High Prof Etf (DUHP)
American Centy Etf Tr Avantis Us Larg (AVLC)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Internatnal Val (DFIV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Glob Co Plus Etf (DFGP)

View all positions for Beaird Harris Wealth Management

Top funds holding Vanguard Malvern Fds

Bank of America Corporation
LPL Financial
Advisor Group Holdings
WNY Asset Management
Insight Wealth Strategies
Keystone Financial Group
Summit Financial
First Commonwealth Financial Corporation
Diversified Portfolios
Balance Wealth
Betterment
Mariner Wealth Advisors
Raymond James Financial
Jones Financial Companies, L.L
Leavell Investment Management

View all funds holding Vanguard Malvern Fds