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Vanguard Malvern Fds shares owned by Aegis Wealth Management

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

Historical chart of Aegis Wealth Management investment in Vanguard Malvern Fds

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Malvern Fds by Aegis Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $251k 3.3k 76.48

More positions owned by Aegis Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Trust Ishare 0-1 (SHV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Aegis Wealth Management

Top funds holding Vanguard Malvern Fds

Vestor Capital Corp
Keystone Financial Group
Pinnacle Financial Group, LLC / IL
Robertson Stephens Wealth Management
Sanctuary Advisors
Wealth Enhancement Advisory Services
Mills Wealth Advisors
Prospera Financial Services
Citadel Advisors
Kestra Advisory Services
North Star Investment Management
Werba Rubin Papier Wealth Management
Aegis Wealth Management
Concord Wealth Partners
Hazlett, Burt & Watson

View all funds holding Vanguard Malvern Fds