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Vanguard Malvern Fds shares owned by Concord Wealth Partners

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

Historical chart of Concord Wealth Partners investment in Vanguard Malvern Fds

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

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Quarterly reported holdings in Vanguard Malvern Fds by Concord Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $228k 3.0k 76.64
2025-06-30 $224k 2.9k 76.18

More positions owned by Concord Wealth Partners

NVIDIA Corporation (NVDA)
Ssga Active Tr Spdr Blackstone (HYBL)
Ishares Tr Short Treas Bd (SHV)
Spdr Series Trust Portfolio Short (SPSB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust Portfli Intrmdit (SPTI)
Spdr Series Trust Portfolio Intrmd (SPIB)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Microsoft Corporation (MSFT)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Apple (AAPL)
Wisdomtree Tr Us Midcap Divid (DON)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Short Duration F (DFSD)
Broadcom (AVGO)

View all positions for Concord Wealth Partners

Top funds holding Vanguard Malvern Fds

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

View all funds holding Vanguard Malvern Fds