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Vanguard Malvern Fds shares owned by Roehl & Yi Investment Advisors

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

Historical chart of Roehl & Yi Investment Advisors investment in Vanguard Malvern Fds

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Malvern Fds held by Roehl & Yi 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 Roehl & Yi Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $8.1M 105k 77.59
2025-09-30 $2.2M 28k 78.63

More positions owned by Roehl & Yi Investment Advisors

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Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Gold Tr Ishares New (IAU)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Flexshares Tr Mornstar Upstr (GUNR)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Scp Etf (IJR)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Usa Min Vol (USMV)
Exxon Mobil Corporation (XOM)
Advisors Ser Tr Scharf Etf (KAT)

View all positions for Roehl & Yi Investment Advisors

Top funds holding Vanguard Malvern Fds

Bank of America Corporation
LPL Financial
Johnson Financial Group
Advisor Group Holdings
WNY Asset Management
Summit Financial
First Commonwealth Financial Corporation
Insight Wealth Strategies
Keystone Financial Group
Mariner Wealth Advisors
Diversified Portfolios
Balance Wealth
Betterment
Commonwealth Equity Services
Raymond James Financial

View all funds holding Vanguard Malvern Fds