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Vanguard Malvern Fds shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts investment in Vanguard Malvern Fds

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Malvern Fds by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.3M 56k 76.25

More positions owned by Integrated Wealth Concepts

Bny Mellon MF Closed and MF Open (BKLC)
Aptus Collared MF Closed and MF Open (ACIO)
Apple Common Stock (AAPL)
Ishares Core MF Closed and MF Open (IVV)
Nvidia Corp Common Stock (NVDA)
Aptus Defined MF Closed and MF Open (DRSK)
Jpmorgan Betabuilders MF Closed and MF Open (BBIN)
Ishares Msci MF Closed and MF Open (QUAL)
State Street MF Closed and MF Open (SPY)
Microsoft Corp Common Stock (MSFT)
Dimensional Us MF Closed and MF Open (DFAC)
Vanguard S&p MF Closed and MF Open (VOO)
Invesco Qqq MF Closed and MF Open (QQQ)
Aptus Intl MF Closed and MF Open (IDUB)
State Street MF Closed and MF Open (SPYM)

View all positions for Integrated Wealth Concepts

Top funds holding Vanguard Malvern Fds

Orgel Wealth Management
Garrett Investment Advisors
Werba Rubin Papier Wealth Management
Integrated Wealth Concepts
Keystone Financial Group
Pinnacle Financial Group, LLC / IL
TD Waterhouse Canada
Robertson Stephens Wealth Management
Sanctuary Advisors
Commonwealth Equity Services
Mills Wealth Advisors
Englebert Financial Advisers
North Star Investment Management
Jane Street
Citadel Advisors

View all funds holding Vanguard Malvern Fds