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Vanguard Malvern Fds shares owned by LifeGoal Wealth Advisors

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

Historical chart of LifeGoal Wealth Advisors investment in Vanguard Malvern Fds

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Malvern Fds by LifeGoal Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $252k 3.2k 77.96

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Vanguard Index Fds Growth Etf (VUG)
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View all positions for LifeGoal Wealth Advisors

Top funds holding Vanguard Malvern Fds

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

View all funds holding Vanguard Malvern Fds