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Vanguard Malvern Fds shares owned by Strategic Family Wealth Counselors

Quarter-by-quarter ownership of Vanguard Malvern Fds (VPLS) shares owned by Strategic Family Wealth Counselors from 13F filings

Historical chart of Strategic Family Wealth Counselors investment in Vanguard Malvern Fds

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Malvern Fds by Strategic Family Wealth Counselors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.2M 29k 78.63
2025-06-30 $2.1M 27k 77.80
2025-03-31 $1.9M 24k 77.56
2024-12-31 $1.8M 24k 75.99

More positions owned by Strategic Family Wealth Counselors

Roblox Corp Cl A (RBLX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Uber Technologies (UBER)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Whitehall Fds High Div Yld (VYM)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Wisdomtree Tr Us Largecap Divd (DLN)
Spdr Series Trust S&p Divid Etf (SDY)
Ark Etf Tr Innovation Etf (ARKK)
Apple (AAPL)

View all positions for Strategic Family Wealth Counselors

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