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Vanguard Malvern Fds shares owned by Insight Wealth Strategies

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

Historical chart of Insight Wealth Strategies investment in Vanguard Malvern Fds

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Malvern Fds by Insight Wealth Strategies

Quarter filed Position value Share count Share price at filing
2026-03-31 $27M 343k 77.59

More positions owned by Insight Wealth Strategies

Chevron Corporation (CVX)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Ishares Tr 10+ Yr Invst Grd (IGLB)
Ishares Tr Msci Usa Value (VLUE)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Invesco Exch Traded Fd Tr Ii Global Ex Us Hgh (PGHY)
Lam Research Corp Com New (LRCX)
Simplify Exchange Traded Fun High Yield Etf (CDX)

View all positions for Insight Wealth Strategies

Top funds holding Vanguard Malvern Fds

LPL Financial
Insight Wealth Strategies
Summit Financial
Balance Wealth
Diversified Portfolios
Keystone Financial Group
First Commonwealth Financial Corporation
Commonwealth Equity Services
MorganRosel Wealth Management
Leavell Investment Management
Jones Financial Companies, L.L
Fagan Associates
Landmark Wealth Management
Thrivent Financial for Lutherans
NavPoint Financial

View all funds holding Vanguard Malvern Fds