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Vanguard Malvern Fds shares owned by MorganRosel Wealth Management

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

Historical chart of MorganRosel Wealth Management investment in Vanguard Malvern Fds

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Malvern Fds by MorganRosel Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.0M 100k 79.32
2024-06-30 $7.3M 97k 76.12
2024-03-31 $7.3M 95k 76.72

More positions owned by MorganRosel Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Gold Tr Shares Represent (IAUM)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Wellington Us Value Factr (VFVA)
Vanguard Index Fds Sm Cp Val Etf (VBR)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)

View all positions for MorganRosel Wealth Management

Top funds holding Vanguard Malvern Fds

MorganRosel Wealth Management
Fagan Associates
Diversified Portfolios
Landmark Wealth Management
Panoramic Investment Advisors
Grant Street Asset Management
Integrity Wealth Solutions
Ausdal Financial Partners
Jane Street
Leavell Investment Management
LPL Financial
OMNI 360 Wealth
Breakwater Capital Group
Lakewood Asset Management
Investment Advisory Group

View all funds holding Vanguard Malvern Fds