CBIZ Investment Advisory Services »

Vanguard Malvern Fds shares owned by CBIZ Investment Advisory Services

Quarter-by-quarter ownership of Vanguard Malvern Fds (VPLS) shares owned by CBIZ Investment Advisory Services from 13F filings

Historical chart of CBIZ Investment Advisory Services investment in Vanguard Malvern Fds

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Malvern Fds held by CBIZ Investment Advisory Services 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 CBIZ Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $6.1k 78 78.24
2024-06-30 $1.2k 15 77.00
2024-03-31 $1.2k 15 76.73

More positions owned by CBIZ Investment Advisory Services

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p500 Etf (IVV)
TransDigm Group Incorporated (TDG)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for CBIZ Investment Advisory Services

Top funds holding Vanguard Malvern Fds

LPL Financial
WNY Asset Management
Summit Financial
Balance Wealth
Royal Bank of Canada
Diversified Portfolios
Keystone Financial Group
First Commonwealth Financial Corporation
Commonwealth Equity Services
MorganRosel Wealth Management
Leavell Investment Management
Fagan Associates
Landmark Wealth Management
Thrivent Financial for Lutherans
NavPoint Financial

View all funds holding Vanguard Malvern Fds