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Vanguard Malvern Fds shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of Vanguard Malvern Fds (VPLS) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers investment in Vanguard Malvern Fds

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Malvern Fds held by United Capital Financial Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Malvern Fds by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2026-03-31 $6.5M 83k 77.37
2025-12-31 $6.0M 77k 78.02

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View all positions for United Capital Financial Advisers

Top funds holding Vanguard Malvern Fds

Bank of America Corporation
LPL Financial
WNY Asset Management
Insight Wealth Strategies
Keystone Financial Group
Summit Financial
Diversified Portfolios
Balance Wealth
First Commonwealth Financial Corporation
Mariner Wealth Advisors
Leavell Investment Management
Commonwealth Equity Services
Pasadena Private Wealth
NavPoint Financial
Landmark Wealth Management

View all funds holding Vanguard Malvern Fds