Breakwater Capital Group »

Vanguard Malvern Fds shares owned by Breakwater Capital Group

Quarter-by-quarter ownership of Vanguard Malvern Fds (VPLS) shares owned by Breakwater Capital Group from 13F filings

Historical chart of Breakwater Capital Group investment in Vanguard Malvern Fds

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Malvern Fds held by Breakwater Capital Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Malvern Fds by Breakwater Capital Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $674k 8.5k 79.32
2024-06-30 $659k 8.7k 76.12
2024-03-31 $825k 11k 76.72
2023-12-31 $394k 5.1k 76.58

More positions owned by Breakwater Capital Group

Apple (AAPL)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
Cambria Etf Tr Shshld Yield Etf (SYLD)
Vanguard World Mega Cap Val Etf (MGV)
Microsoft Corporation (MSFT)
Ishares Tr Faln Angls Usd (FALN)
Ishares Tr Msci Intl Qualty (IQLT)
Blackrock Etf Trust Ii Flexible Income (BINC)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)

View all positions for Breakwater Capital Group

Top funds holding Vanguard Malvern Fds

MorganRosel Wealth Management
Fagan Associates
Diversified Portfolios
Landmark Wealth Management
Panoramic Investment Advisors
Grant Street Asset Management
Integrity Wealth Solutions
Ausdal Financial Partners
Jane Street
Leavell Investment Management
LPL Financial
OMNI 360 Wealth
Breakwater Capital Group
Lakewood Asset Management
Investment Advisory Group

View all funds holding Vanguard Malvern Fds