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Vanguard Malvern Fds shares owned by Keystone Financial Group

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

Historical chart of Keystone Financial Group investment in Vanguard Malvern Fds

23:59:59.999Dec 30, 202423:59:59.999500:00:00Dec 31, 202400:00:00.000500:00:00.0013.394391M3.3943915M3.394392M3.3943925M3.394393M44.668k44.6685k44.669k44.6695k44.67k
Value ($)Share countHistorical VPLS position of Keystone Financial Group Source: stockzoa.comValue ($)Share count

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

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Quarterly reported holdings in Vanguard Malvern Fds by Keystone Financial Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.4M 45k 75.99

More positions owned by Keystone Financial Group

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Short Treas Bd (SHV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Dimensional Etf Trust Short Duration F (DFSD)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust World Ex Us Core (DFAX)
First Tr Exchange-traded No Amer Energy (EMLP)
Southern States Bancshares (SSBK)
Ishares U S Etf Tr Short Maturity M (MEAR)

View all positions for Keystone Financial Group

Top funds holding Vanguard Malvern Fds

Royal Bank of Canada
Diversified Portfolios
MorganRosel Wealth Management
Fagan Associates
Panoramic Investment Advisors
Landmark Wealth Management
Grant Street Asset Management
CFO4Life
Silver Oak Securities
Keystone Financial Group
Parr Mcknight Wealth Management Group
Integrity Wealth Solutions
Strategic Family Wealth Counselors
Leavell Investment Management
LPL Financial

View all funds holding Vanguard Malvern Fds