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Vanguard Malvern Fds shares owned by Platt Wealth Management

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

Historical chart of Platt Wealth Management investment in Vanguard Malvern Fds

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All positions including Vanguard Malvern Fds held by Platt 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 Platt Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $264k 3.4k 77.83

More positions owned by Platt Wealth Management

Capital Group Dividend Value Shs Creation Uni (CGDV)
Microsoft Corporation (MSFT)
Monster Beverage Corp (MNST)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
Amazon (AMZN)
Capital Grp Fixed Incm Etf T Municipal High I (CGHM)
Dimensional Etf Trust Internatnal Val (DFIV)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)
NVIDIA Corporation (NVDA)
T Rowe Price Etf Us Equity Resear (TSPA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Fidelity Covington Trust Enhanced Intl (FENI)

View all positions for Platt Wealth Management

Top funds holding Vanguard Malvern Fds

LPL Financial
WNY Asset Management
Summit Financial
Balance Wealth
Royal Bank of Canada
Diversified Portfolios
Keystone Financial Group
First Commonwealth Financial Corporation
Commonwealth Equity Services
MorganRosel Wealth Management
Leavell Investment Management
Fagan Associates
Landmark Wealth Management
Thrivent Financial for Lutherans
NavPoint Financial

View all funds holding Vanguard Malvern Fds