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Vanguard Malvern Fds shares owned by Investment Advisory Group

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

Historical chart of Investment Advisory Group investment in Vanguard Malvern Fds

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Malvern Fds by Investment Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.4M 31k 78.63
2025-06-30 $2.0M 26k 77.80
2025-03-31 $1.6M 21k 77.56
2024-12-31 $1.2M 16k 75.99
2024-09-30 $561k 7.1k 79.32

More positions owned by Investment Advisory Group

Vanguard Index Fds Growth Etf (VUG)
Vanguard Whitehall Fds High Div Yld (VYM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr S&p 500 Grwt Etf (IVW)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core 40/60 Moder (AOM)
Ishares Tr Msci Usa Min Vol (USMV)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Investment Advisory Group

Top funds holding Vanguard Malvern Fds

WNY Asset Management
LPL Financial
Summit Financial
Royal Bank of Canada
Balance Wealth
Diversified Portfolios
Keystone Financial Group
First Commonwealth Financial Corporation
MorganRosel Wealth Management
Fagan Associates
Leavell Investment Management
Landmark Wealth Management
Panoramic Investment Advisors
Dynamic Advisors Solutions
Commonwealth Equity Services

View all funds holding Vanguard Malvern Fds