SHP Wealth Management »

Vanguard Malvern Fds shares owned by SHP Wealth Management

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

Historical chart of SHP Wealth Management investment in Vanguard Malvern Fds

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Malvern Fds by SHP Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.0k 26 78.12

More positions owned by SHP Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Fidelity Covington Trust Enhanced Large (FELC)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Mid Cap Etf (VO)
J P Morgan Exchange Traded F Small &mid Cap (JMEE)
NVIDIA Corporation (NVDA)

View all positions for SHP Wealth Management

Top funds holding Vanguard Malvern Fds

LPL Financial
Insight Wealth Strategies
Summit Financial
Balance Wealth
Diversified Portfolios
Keystone Financial Group
First Commonwealth Financial Corporation
Commonwealth Equity Services
MorganRosel Wealth Management
Leavell Investment Management
Jones Financial Companies, L.L
Fagan Associates
Landmark Wealth Management
Thrivent Financial for Lutherans
NavPoint Financial

View all funds holding Vanguard Malvern Fds