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Vanguard Malvern Fds shares owned by Bernardo Wealth Planning

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

Historical chart of Bernardo Wealth Planning investment in Vanguard Malvern Fds

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Malvern Fds by Bernardo Wealth Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.1M 14k 77.58

More positions owned by Bernardo Wealth Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Vanguard World Mega Cap Val Etf (MGV)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Dimensional Etf Trust Us Equi Mark Etf (DFUS)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Whitehall Fds High Div Yld (VYM)
J P Morgan Exchange Traded F Income Etf (JPIE)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Mbs Etf (MBB)

View all positions for Bernardo Wealth Planning

Top funds holding Vanguard Malvern Fds

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

View all funds holding Vanguard Malvern Fds