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Vanguard Malvern Fds shares owned by Principia Wealth Advisory

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

Historical chart of Principia Wealth Advisory investment in Vanguard Malvern Fds

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Malvern Fds held by Principia Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Malvern Fds by Principia Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-06-30 $425k 5.5k 77.80
2025-03-31 $381k 5.0k 76.45
2024-12-31 $357k 4.7k 75.98

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View all positions for Principia Wealth Advisory

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