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Vanguard Malvern Fds shares owned by Panoramic Investment Advisors

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

Historical chart of Panoramic Investment Advisors investment in Vanguard Malvern Fds

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Malvern Fds by Panoramic Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $7.1M 93k 75.99
2024-09-30 $6.4M 81k 79.32
2024-03-31 $223k 2.9k 76.72

More positions owned by Panoramic Investment Advisors

Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Alphabet Cap Stk Cl C (GOOG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Index Fds Growth Etf (VUG)
Fidelity Wise Origin Bitcoin SHS (FBTC)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for Panoramic Investment Advisors

Top funds holding Vanguard Malvern Fds

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

View all funds holding Vanguard Malvern Fds