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Vanguard Malvern Fds shares owned by Medallion Wealth Advisors

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

Historical chart of Medallion Wealth Advisors investment in Vanguard Malvern Fds

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Malvern Fds held by Medallion 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 Medallion Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $18k 236 77.59
2025-12-31 $22k 287 78.12
2025-09-30 $22k 280 78.63
2025-06-30 $22k 280 77.49

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View all positions for Medallion Wealth Advisors

Top funds holding Vanguard Malvern Fds

Bank of America Corporation
LPL Financial
WNY Asset Management
Insight Wealth Strategies
Keystone Financial Group
Summit Financial
Diversified Portfolios
Balance Wealth
First Commonwealth Financial Corporation
Mariner Wealth Advisors
Leavell Investment Management
Commonwealth Equity Services
Pasadena Private Wealth
NavPoint Financial
Landmark Wealth Management

View all funds holding Vanguard Malvern Fds