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Vanguard Malvern Fds shares owned by Stonebridge Financial Planning Group

Quarter-by-quarter ownership of Vanguard Malvern Fds (VPLS) shares owned by Stonebridge Financial Planning Group from 13F filings

Historical chart of Stonebridge Financial Planning Group investment in Vanguard Malvern Fds

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Malvern Fds held by Stonebridge Financial Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Malvern Fds by Stonebridge Financial Planning Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.8M 23k 78.11
2025-09-30 $1.0M 13k 78.63

More positions owned by Stonebridge Financial Planning Group

Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr U.s. Tech Etf (IYW)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchange Traded Dj Glbl Divid (FGD)
Amazon (AMZN)
Spdr Series Trust State Street Spd (SPHY)
NVIDIA Corporation (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core S&p Us Gwt (IUSG)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
First Tr Exchange Traded Risng Divd Achiv (RDVY)

View all positions for Stonebridge Financial Planning Group

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