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Vanguard Malvern Fds shares owned by Oak Hill Wealth Advisors

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

Historical chart of Oak Hill Wealth Advisors investment in Vanguard Malvern Fds

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Malvern Fds held by Oak Hill 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 Oak Hill Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.8M 23k 78.63
2025-06-30 $874k 11k 76.91
2025-03-31 $461k 5.9k 77.56
2024-12-31 $441k 5.8k 75.99
2024-09-30 $389k 4.9k 79.32

More positions owned by Oak Hill Wealth Advisors

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Value Etf (VTV)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Apple (AAPL)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Amazon (AMZN)

View all positions for Oak Hill Wealth Advisors

Top funds holding Vanguard Malvern Fds

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

View all funds holding Vanguard Malvern Fds