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Vanguard Malvern Fds shares owned by HB Wealth Management

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

Historical chart of HB Wealth Management investment in Vanguard Malvern Fds

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All positions including Vanguard Malvern Fds held by HB 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 HB Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $345k 4.5k 77.58

More positions owned by HB Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
American Centy Etf Tr Us Eqt Etf (AVUS)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Apple (AAPL)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Series Trust ST STR P500GRW (SPYG)
Gmo Etf Trust Us Quality Etf (QLTY)
Home Depot (HD)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for HB Wealth Management

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