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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
2024-03-31 $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 Us Aggregate B (SCHZ)
Ishares Tr Msci Usa Min Vol (USMV)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Gold Tr Shares Represent (IAUM)
Vanguard Wellington Us Value Factr (VFVA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Pimco Etf Tr Active Bd Etf (BOND)

View all positions for MorganRosel Wealth Management

Top funds holding Vanguard Malvern Fds

MorganRosel Wealth Management
Jane Street
Integrity Wealth Solutions
Breakwater Capital Group
OMNI 360 Wealth
GSG Advisors
Acorn Wealth Advisors
Panoramic Investment Advisors
UBS Group
Stephenson National Bank & Trust
North Star Investment Management

View all funds holding Vanguard Malvern Fds