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Vanguard Malvern Fds shares owned by Gutierrez Wealth Advisory

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

Historical chart of Gutierrez Wealth Advisory investment in Vanguard Malvern Fds

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Malvern Fds by Gutierrez Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $223k 2.9k 76.48

More positions owned by Gutierrez Wealth Advisory

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Index Fds Extend Mkt Etf (VXF)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Capital Grp Fixed Incm Etf T Municipal High I (CGHM)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)
Meta Platforms Cl A (META)

View all positions for Gutierrez Wealth Advisory

Top funds holding Vanguard Malvern Fds

Orgel Wealth Management
Garrett Investment Advisors
Keystone Financial Group
Pinnacle Financial Group, LLC / IL
TD Waterhouse Canada
Robertson Stephens Wealth Management
Sanctuary Advisors
Mills Wealth Advisors
North Star Investment Management
American Investment Services
Commonwealth Equity Services
Prospera Financial Services
AQR Capital Management
Werba Rubin Papier Wealth Management
Goldman Sachs Group

View all funds holding Vanguard Malvern Fds