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Vanguard Malvern Fds shares owned by Pension & Wealth Management Advisors

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

Historical chart of Pension & Wealth Management Advisors investment in Vanguard Malvern Fds

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Malvern Fds by Pension & Wealth Management Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $14k 179 77.74
2026-03-31 $14k 177 77.75
2025-12-31 $14k 176 78.18
2025-09-30 $14k 173 78.68
2025-06-30 $12k 159 77.93
2025-03-31 $12k 157 77.77
2024-12-31 $12k 156 76.11

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View all positions for Pension & Wealth Management Advisors

Top funds holding Vanguard Malvern Fds

Bank of America Corporation
LPL Financial
Betterment
Royal Bank of Canada
Johnson Financial Group
Advisor Group Holdings
Summit Financial
First Commonwealth Financial Corporation
Insight Wealth Strategies
Raymond James Financial
Keystone Financial Group
Jones Financial Companies, L.L
Mariner Wealth Advisors
Diversified Portfolios
WNY Asset Management

View all funds holding Vanguard Malvern Fds