Stephenson National Bank & Trust »

Vanguard Malvern Fds shares owned by Stephenson National Bank & Trust

Quarter-by-quarter ownership of Vanguard Malvern Fds (VPLS) shares owned by Stephenson National Bank & Trust from 13F filings

Historical chart of Stephenson National Bank & Trust investment in Vanguard Malvern Fds

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Malvern Fds held by Stephenson National Bank & Trust 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 Stephenson National Bank & Trust

Quarter filed Position value Share count Share price at filing
2024-09-30 $467k 5.9k 79.32
2024-06-30 $111k 1.5k 76.12
2024-03-31 $72k 935 76.72

More positions owned by Stephenson National Bank & Trust

Vanguard S&P 500 Index ETF S&p 500 Etf Shs (VOO)
JPMorgan Active Value ETF Active Value Etf (JAVA)
JPMorgan Active Growth ETF Active Growth (JGRO)
iShares Russell Midcap Index ETF Rus Mid Cap Etf (IWR)
Global Upstream Natural Resources ETF Mornstar Upstr (GUNR)
PIMCO Total Return Active ETF Active Bd Etf (BOND)
Fidelity Total Bond ETF Total Bd Etf (FBND)
Vanguard Total Stock Market ETF Total Stk Mkt (VTI)
Vanguard Small-Cap ETF Small Cp Etf (VB)
Vanguard Mid Cap ETF Mid Cap Etf (VO)
Vanguard MEGA Cap ETF Mega Cap Index (MGC)
iShares S&P 500 Index ETF Core S&p500 Etf (IVV)
SPDR S&P Global Natural Resources ETF Glb Nat Resrce (GNR)
Pimco Intermediate Municipal Bond ETF Inter Mun Bd Act (MUNI)
Spdr S&p 500 Etf Tr Unit (SPY)

View all positions for Stephenson National Bank & Trust

Top funds holding Vanguard Malvern Fds

MorganRosel Wealth Management
Fagan Associates
Diversified Portfolios
Landmark Wealth Management
Panoramic Investment Advisors
Grant Street Asset Management
Integrity Wealth Solutions
Ausdal Financial Partners
Jane Street
Leavell Investment Management
LPL Financial
OMNI 360 Wealth
Breakwater Capital Group
Lakewood Asset Management
Investment Advisory Group

View all funds holding Vanguard Malvern Fds